Succeed

BETA This is a trial service; your feedback will help improve our new site (launch early 2017).

Ideas that demand attention

Leading knowledge hub for investment professionals.

 

 

 

Expert Viewpoints | Think. Share. Succeed.

 

  • Discover fresh perspectives as recommended by experts
  • No editorial bias - simply read & share
  • Discover investment content to make informed decisions
  • Join our community of over 300 investment professionals

 

NOTHING ON THIS SITE IS INTENDED TO

OR SHOULD BE CONSTRUED AS ADVICE

 

COPTHALL PARTNERS

Better Insights, Less Noise

 

SMARTER TOGETHER

For Profesional Investors Only. Not to be relied upon by retail investors.

 

Most of the powerful and meaningful thought leadership content goes unnoticed.

Work with your peers to curate and prioritize the world's best investment ideas and insights.

Simple.

 

For the professional investor community

The content on this site is intended for Institutional or Professional Investors and those with a sophisticated knowledge of financial markets.

The information contained within this website should be shared responsibly and should not be relied upon by anyone else.

This is not a recommendation, it represents the consensus view of a basket of our members. We might not concur and take no responsibility.

FOR PROFESSIONAL INVESTORS

 

Shared Knowledge

 

Share what you find is compelling and discover what other thought leaders recommend.

FOR THOUGHT LEADERS

 

Raise Awareness

 

Easily share links to compelling, authorative investor content and spark insightful conversations.

FOR ACADEMICS & EXPERTS

 

Team Collaboration

 

Fuel your thoughts by sharing and collaborating with others on new research and investments.

We love what can happen when sharing ideas.

 

  • What are we about?

Started in 2011 by Chris Elsmark, MBA, this site serves as the platform of an open-source knowledge sharing project to recognise outstanding thought leadership content for the professional investor community. Driven by his simple mission, "Better insights, less noise", this site offers a clean, minimalist reading experience to discover and share insightful professional investor content. Anyone can submit new thought leadership content, but the scoring mechanism reflects the number of upvotes by institutional and professional investors only. As this open-source project continues to grow, we welcome new members to join us as we migrate to the next generation of this site in early 2017; please click on "SIGN UP"

 

  • Our story

Our story is one of connection - among investors, asset managers, and their communities. Copthall Partners was established by Chris Elsmark to help asset managers grow by serving their existing investment clients better and gaining the trust of potential investors. Since day one, Copthall Partners has been about inspiring, educating and motivating investment professionals to achieve their full potential. The growing membership base of our open-source knowledge platform has played an instrumental role in elevating compelling investment ideas and insights to asset owners and asset managers worldwide. We are proud of and grateful to the growing number of experts who inform us of worthy professional investor content, that they believed would inform and inspire the global investment community. That collective voice forms the foundation of our success today.

 

  • Our private membership organisation

We're connected to hundreds of professional asset owners and their advisors. Membership of this open-source knowledge forum, the Copthall Partners' Club, is for Institutional and Professional Investors and for those with sophisticated knowledge of financial markets. What they have in common is the belief in the value of open-mindedness and knowledge sharing to enable well-informed decision-making and better investment outcomes.

 

  • How does it work?

We ensure compelling insights and ideas are heard by professional investors and opinion formers through our knowledge exchange forum, that is powered by recommendations on content from our global network of members.

 

  • But is this simply social media selecting what is the most popular content?

No, we see it differently. While anyone may contribute or recommend content (How to submit), we count on our Professional Investor members (defined as experts) to determine what's important to ensure we only highlight relevant and compelling thought leadership content.

 

  • Is published content on the site paid for by asset management organizations?

We do not manage money nor lobby for interest groups, or charge fees to get content highlighted on our site. We are neutral acoss ideologies and intellectual disciplines. This allows us to strip away biases and preconceptions to facilitate a new form of engagement that is free of gogmas, fads, and clichés.

 

  • What's in it for you?

Simply, privileged access to recommended new ideas and insights for professional investors only. If you like what you see on this site and think it's useful, we invite you to join us as a member. We encourage strong member participation and provide forums for collaboration and idea generation by organizing rountable meetings and one-to-one meetings with members.

 

  • Psssst - have you heard?

As a member, your input is invaluable to take great ideas and insights and help them grow. We are delighted to inform you that the next generation of this site will be launched in early 2017, but why wait?

 

We look forward to your contribution to this influential open-minded community.

 

- The Copthall Partners' team

 

Participate and Receive Free Updates

 

  • We're always looking for compelling ideaI and insights. We start with your suggestions - simply click on SHARE

 

  • With a mission to share insights and ideas that truly matter, we provide links to recommended investor content - simply click on THINK

 

  • To receive the latest news of recommended professional investor content and exclusive events - simply click on MEMBERSHIP

 

Our corporate partner, Copthall Partners helps clients at both corporate and personal level. Services include personal mentoring and team coaching to enhance sales presentations, increase the effectiveness of investor content and client services, and generate leads better.

 

Members and Advisory Council

 

Members include CIOs, Manager Research professionals, professional fund selectors,, academics, senior business executives, and leading opinion formers. Our 'Expert' membership is composed of senior investment professionals. Professional members recommend the most important thought leadership / professional investor content, rating them and providing short explanations for their selections. Our 'Associate Members' bring together those working within the investment management industry and related professionas. These may include academics teaching or researching, financial journalists, investment consultants and other similar careers. Associate Members can recommend professional investor content, but cannot rate them.

 

We benefit from our Advisory Council members, who provide provide the strategic and intellectual framework for thhe open-source knowledge sharing project. The Council reflects our multi-stakeholder membership, including CIOs, Manager Research professionals, professional fund investors, academics, senior business executives, and leading opinion formers.

 

2015/16 Council Members are as follows:

 

Laurent Auchlin

 

Head of Manager Selection

Credit Suisse, Switzerland

Chris Elsmark, MBA

 

Co-Founder & Executive Chairman

 

 

Cyrille Urfer

 

Head of Asset Allocation

Gonet & Cie, Switzerland

Sébastien Gyger, PhD, CFA

 

Independent Investment Advisor

Ex-Head of Portfolio Management, Switzerland

Joseph Mariathasan, PhD

 

Independent Consultant, U.K.

Contributing Editor, IPE

Richard Philbin

 

Chief Investment Officer

Wellian Investment Solutionsl, U.K.

Knowledge Network

 

Here is a representative list of organisations that members belong to:

 

  • Credit Suisse Wealth Management
  • Julius Baer
  • Deutsche Bank
  • Blue Sky Group
  • Lombard Odier
  • Mercer Investment Consulting
  • Russell Investments
  • JP Morgan Private Bank
  • Norges Bank Investment Management
  • Legal & General Fund Research
  • Victoria-Volksbanken Pensionskassen AG
  • City Financial
  • Lundbeckfonden
  • Soc Gen Private Bank
  • Danske Capital
  • Groupama Asset Management
  • Nedgroup Investments
  • Max Matthiesen
  • PENSAM
  • ING Pension Fund
  • Medical Defence Union
  • Envestnet Asset Management
  • Signia Wealth
  • Daiwa SB Investments
  • GMO
  • CREATE
  • Federated Asset Management
  • EFG-Hermes
  • Rasmala Investment Bank
  • Nedgroup Investments

 

Think. Share. Succeed.

 

Copyright © 2011 - 2016. All Rights Reserved. All rights reserved. "Copthall Partners' Club" is a private membership knowledge network service supported by United Investment Partners Limited.

 

Photo credit: © iStockphoto.com ; © One.com

 

This site is for professional and institutional investors only - and the content must not be relied upon by retail investors.

 

The content on this website is provided by United Investment Partners Limited (the "Company"). The Company is not authorised and regulated by the Financial Conduct Authority ("FCA") and the content of this website has not been approved by a person who is authorised and regulated by the FCA.

 

This website does not constitute a financial promotion within the meaning of section 21 of the Financial Services and Markets Act 2000 (“FSMA”). It contains information in summary or extracted form from papers or other material produced by third parties, with a link to the full document which the reader can access if he/she so wishes. The information and the full document is intended only for the use of institutional and professional investors, and for those with a sophisticated knowledge of financial markets. The Company accepts no responsibility for the content of any of the information produced by third parties and summarised, extracted or linked to on this website, and nothing in this website should be taken as an endorsement of any such information. Nothing in this website is, or is intended to constitute (a) advice on the merits of making any investment or (b) the carrying on of any other regulated activity under the FSMA, and those who make use of this information for investment purposes do so at their own risk.

 

Read our Terms and Conditions of Use.