Our Services

Our Services

 Platform Technologies

Control
Through your Professional Adviser you have complete control over your investments

Choice
Select your own assets or choose from a host of market leading Discretionary Fund Managers (DFM)

Multi-Currency
Facilitate and Report investments in US Dollars, Sterling, Euros, Swiss Franc, Australia Dollars, Hong Kong Dollars and others

For further information please contact us at info@upcapital.co.uk 
Client benefits:
  • Consolidation -Hold your pensions and other investments all in one secure, place on-line.
  • Choice – Your adviser can select from a huge range of investments, or a choice of external Investment Managers can be appointed to work alongside your adviser to manage the investments.
  • Transparency & control – 24/7 view of your investments and their value, with complete clarity over charges.
  • Security - Unlike a traditional Life Company, the assets and cash of all clients of the platform are never exposed to the balance sheets of any Company within the Group or the Group itself – please contact Up Capital for further details.
Adviser benefits:
  • Facilitates moving from a “transactional” sales-based model to a serviced-based ongoing fees model – of far greater value & benefit to both adviser & client
  • a high level of on-going Adviser support
  • a full suite of portfolio management tools or outsourced portfolio management
  • a choice of products and currencies
  • access to an extensive range of funds and investments
  • cutting edge technology
Investment Solutions
There are a wide variety of investment approaches available today, many of them exclusively reserved for Sovereign Wealth Funds, University Endowments, Charities and ultra-wealthy families. The costs of these approaches are often low in percentage terms because of the enormous amounts of capital being managed. Copia was born out of their desire to bring these innovative investment techniques to a wider audience.
Actively managed funds would not be suitable vehicles to fulfil the mathematical analysis that underlies Copia's systematic approach. By definition, an actively managed fund reflects the opinions and style of a manager, and is therefore subject to the inevitable behavioural pitfalls inherent in a subjective investment process.

Consequently, Copia have chosen to use 'passive' instruments for their portfolio components as they are a relatively low-cost way of mirroring the returns of a given stock market index. Passive investments include Exchange Traded Products and index-tracking funds. 
There is substantial evidence to suggest that the cost of a portfolio has a significant effect on performance. One study has even suggested that portfolio fees are a better predictor of relative future performance than fund ratings from a renowned fund performance monitoring service. Another recent study has shown that over a 40-year period the passive fund manager would achieve an average annual return of 6.6%, versus the active fund manager who would pocket just 3.39%. The Copia approach means that your investment will provide returns typically in line with the ups and downs of a selection of stock market indices, less any charges.


Copia’s investment approach
The Portfolios are managed consistently using Copia’s ‘actively passive’ investment approach:
1. Set portfolio objectives
Ensure broadly diversified and efficient portfolios are offered that maximise returns over the long-term for different levels of risk relative to Global Equities.
2. Focus on asset allocation
Provide optimised strategic asset allocations, broadly diversified across asset class and geographies. Copia's Quant Model drives tactical asset allocation changes.
3. Deliver smarter portfolio construction
Build portfolios using screened ETFs for diversification, transparency and cost-efficiency. 
Passive investments are not only good value but are also a good way of benefiting from the expertise of a Discretionary Fund Manger at a lower cost. 

In partnering with Copia Capital Management, Up Capital are able to aid their clients in finding investment instruments that reach a broader range than traditional DFMs, while allowing focus to be placed on in an individual client requirement at each stage of their investment journey.

For further information about Copia Capital Management please contact us at info@upcapital.co.uk
or visit their website - https://www.copia-capital.co.uk/


Consultancy

Up Capital can help your company in finding the right providers and markets to grow your business throughout the world.

Our team has experience across all disciplines of the financial sector, with access to resources to assist with whatever opportunities you may seek.

Technology is changing the financial industry fast, and being able to keep up and think ahead is key to thriving in an ever changing world. 

If you would like Up Capital to help you move ahead, please get in touch at info@upcapital.co.uk


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