Copia Capital Management appoints Managing Director

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Following a successful two years which saw assets increase by 400 per cent, Copia Capital Management has appointed Robert Vaudry in the new position of Managing Director, reporting into Novia CEO Bill Vasilieff.

At the same time Copia has also promoted Hoshang Daroga to Senior Portfolio Manager and appointed Tony Hicks as Copia Investment Specialist.

Vaudry was previously Chief Investment Officer at Wesleyan Assurance Society and Chief Executive Officer of Wesleyan Unit Trust Managers. In 2018, Wesleyan was awarded “Investment Strategy of the Year” at the Insurance Asset Management Awards. In 2019 Robert was named “Chief Investment Officer of the Year” at the Insurance Asset Risk Awards.

With over 30 years’ experience in Financial Services, Vaudry began his career as a political and economic analyst for the former Prime Minister, the Rt Hon Sir Edward Heath KG MBE, before working for Morgan Stanley as Deputy Head of European Equity Research and Head of Asian Research. Robert then joined HSBC as Global Head of Research prior to switching to the buy-side at Alpha Quant Partners and the multi-award winning Quotidian Investments, where he was Senior Partner.

Bill Vasilieff, CEO at Copia Capital Management, says: “Robert has had a very impressive career and is exceptionally highly regarded in the investment industry. We are absolutely delighted to have him on board as we continue the expansion of the business, these appointments reflect the growing scale and success of Copia as we gear up to grow even faster. We owe an enormous debt of gratitude to Henry Cobbe whom I would like to personally thank for seeing us through the previous phase of development. Henry and Elston Consulting have been instrumental in driving the business forward with the successful design and launch of our market leading Custom, Select, and Retirement Income portfolios.

“These new appointments and the expansion of the sales and management teams will position Copia well for our next phase. They will also ensure the business remains at the forefront of innovative product development when it comes to tackling the investment and retirement challenges affecting advisers.

Vaudry says: “I am delighted to be joining the team at Copia, whose pioneering investment solutions are making such a big difference for clients and I would like to extend my congratulations to both Hoshang and Tony on their new roles. The opportunity to lead Copia through the next phase of its development is a really exciting prospect - the ability to grow the ESG, customised portfolio offerings and the retirement income portfolios will be a particular focus.”

Daroga has been with the business for over four years and overseas all portfolio management activities.  He holds an MBA, a Masters' in Financial Engineering and the CFA Charter and will be taking up his new role from the 1st July. Tony Hicks joins the business from The Beaufort Group where he was group Head of Sales.