Copia makes new appointment
Multi boutique fund manager Copia Investment Partners has continued to build its business in Australia, announcing this week it had appointed Adam Tweedale to the role of State Manager – Southern Region.
Tweedale has joined Copia from Bennelong Funds Management where he was Director of Distribution.
He had previously worked at APN Property Group, Vanguard Investments and Macquarie Bank.
Commenting on the appointment, Copia executive director, Sam Baillieu said Tweedale would be filling a new role based in the company’s Melbourne head office.
“The appointment of Adam complements our existing sales team and importantly enables us to continue building our retail footprint throughout Australia,” he said.
The Copia distribution team represent OC Funds Management (Australian Equities Small Cap Manager), Ralton Asset Management (Australian Equity Managed Account specialist), Imperia Investment Group (Asian Event Driven Manager) and Odey Asset Management (Global Equities Manager).
"With our suite of investment partners represented on most major platforms, it is important we have an experienced team to drive distribution through these channels and continue to expand our network,” Baillieu said.
Recommended for you
Compared to four years ago when the divide between boutique and large licensees were largely equal, adviser movements have seen this trend shift in light of new licensees commencing.
As ongoing market uncertainty sees advisers look beyond traditional equity exposure, Fidante has found adviser interest in small caps and emerging markets for portfolio returns has almost doubled since April.
CoreData has shared the top areas of demand for cryptocurrency advice but finds investors are seeking advisers who actively invest in the asset themselves.
With regulators ‘raising the bar’ on retirement planning, Lonsec Research and Ratings has urged advisers to place greater focus on sequencing and longevity risk as they navigate clients through the shifting landscape.

