SB

Sam Baillieu

CEO

Copia Investment Partners

Melbourne, Victoria


Contact Information

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Company Information

Company
Copia Investment Partners
Industry
financial services
Employees
24.0
Seniority
C suite

Technologies

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Keywords

investment management wealth creation professional portfolio management financial goals investment strategies environmental impact investing cash & fixed income high conviction equities global small caps australian equities diversification opportunities risk-adjusted returns boutique investment managers climate active certification compliance services client support financial adviser's tools capital growth retirement planning investment risks financial objectives retail & institutional clients fund administration operational support client servicing distribution strategy investment partnerships sustainable investing esg factors managed funds investment advisory asset classes portfolio construction investment performance firm partnerships investment solutions client relationships investment objectives financial products investment reporting financial advising client retention digital investment platforms investment knowledge investment research financial growth strategies investment opportunities market analysis financial consulting financial services management consulting

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