P1 Investment Management Efficient, low cost portfolio management and an open-architecture investment platform.

 

P1 offer Bespoke portfolios and a Managed Portfolio Service comprising a range of carefully and professionally managed investment portfolios spanning five risk levels and three core objectives. With the client outcome in mind, our investment process combines our strategic and tactical asset allocation with granular portfolio construction and fund selection to add further value. Our portfolios are built around core holdings with satellite tactical investments aiming to take advantage of shorter term themes. You can our services on leading platforms or via the P1 discretionary investment platform.

 

ABOUT US

We’re P1 Investment Management (‘P1’) a technology enabled discretionary management firm committed to helping financial advisers to grow their businesses.

We combine innovative technology in the form of an open-architecture platform with an investment management solution that is both efficient and low-cost – without compromising on performance.

Our focus is on delivering adviser and client-centric solutions. We are part-owned by high-quality adviser firms who are invited to participate in strategic decision making, ensuring our platform and investment management services continue to develop in accordance with the needs of advisers and their clients.

We aim to be at the forefront of solution design. A recent example is our Structured Product Managed Portfolio Service, which we launched alongside CUBE Investing in April 2017. This managed investment solution provides investors with access to structured note products through a unique portfolio approach, via the Transact platform.

OUR VALUES

At P1 Investment Management, we always remember that clients have a choice whether or not to use our services and that is why we place our clients at the very heart of our business. Our values reflect this. We believe that only by demonstrating behaviours that are consistent with our values will we reward the loyalty our clients place in us when they invest.

Client focused. We recognise that our reputation as a company relies upon clients being delighted with the service they receive and returns they expect. We always aim to put our clients’ interests above our own.

Honest. We will keep our promises and take responsibility, always acting with integrity. We conduct our business within a strong ethical and compliance framework.

Open. We have transparency in all of our internal and client relationships, sharing knowledge and information with each other. If we make a mistake, we will admit it and strive to make things right. We confront ethical problems immediately.

Innovative. In an industry that is often backward-looking and rooted in the past, we embrace technology where this will improve our clients’ returns, experience and access to information. We are a forward-thinking, 21st century investment manager.

Can-do. We are proud of our ability to achieve success for ourselves and our clients, shunning complexity and working to overcome barriers to deliver the highest standards of service and behaviour.

Empowered. Our staff are trained and capable to make decisions through experience and good judgment, and we encourage them to do so.

We make a commitment by sharing our values with you and hope that you will choose P1 to manage your clients’ investments.

Managed Portfolios. Expertly managed, at an extremely competitive cost.

Our Managed Portfolio Service (MPS) comprises a range of professionally managed investment portfolios, spanning five risk levels and three core objectives. Focusing on the client outcome, we combine strategic and tactical asset allocation with granular portfolio construction and fund selection to add further value. We have a proven track-record and keep our costs low  just 0.25% for portfolios up to £1m and 0.10% thereafter.

Find out more

We maintain a panel of researched, approved and monitored investments. Our panel includes a range of potential holdings that can be used in different scenarios and to exploit varying opportunities.

Where we believe that active managers are unable to generate positive net relative returns, we will use passive investments. This removes an element of selection risk from the portfolio in addition to reducing the overall cost. The amount of passives held will vary dependent on asset allocation, availability of appropriate investments and the relevant portfolio objective.

JAMES PRIDAY

P1 INVESTMENT MANAGEMENT

OUR RANGE OF INVESTMENT SOLUTIONS

BESPOKE PORTFOLIOS

Our Bespoke Investment Service (BIS) is for clients who require a more targeted investment solution. They may have more complex requirements, very specific objectives, or a large portfolio requiring additional attention.

With a focus on the client outcome, we select the best strategic and tactical asset allocation. We then choose specific investments from our researched and pre-approved panel of funds to create a bespoke portfolio.

We may look outside of our panel if we feel that specific opportunities exist at the time of investment. Portfolios are monitored on an ongoing basis with investment changes and rebalances undertaken when the investment team deem is appropriate.

The BIS is available on some third party platforms and will be available on our own platform when it launches in 2018. The cost is 0.25% +VAT, with a minimum annual charge of £1,500 +VAT. Client meetings are charged at £200 +VAT per hour, so clients only pay for the service they require.

P1 also offers an Investor Visa Service which is an investment solution that satisfies visa requirements with carefully constructed portfolios tailored to client’s investment goals. The service is currently available through the Transact platform at a price (depending on complexity) of between 0.25% and 0.50% +VAT for account values up to £1m, and 0.1% +VAT thereafter. The minimum annual charge is £2,500 +VAT.

MANAGED PORTFOLIOS

Our Managed Portfolio Service (MPS) includes a range of carefully and professionally managed investment portfolios spanning five risk levels and three core objectives. With the client outcome in mind, our investment process combines our strategic and tactical asset allocation with granular portfolio construction and fund selection to add further value. The portfolios are built around core holdings with satellite tactical investments aiming to take advantage of shorter term themes.

The MPS is currently available on third party investment platforms including Novia, Transact, Ascentric, Nucleus, FundsNetwork and 7IM, and will be available on our own platform when it launches in 2018. The service can be added to additional third party platforms depending on adviser demand.

We pride ourselves on our commitment to delivering low-cost solutions and offer our MPS at a price of 0.25% for account values up to £1m, and 0.1% thereafter.

STRUCTURED PRODUCT MPS

Our Structured Product Managed Portfolio Service is designed to provide investors with an efficient and effective way to invest in structured products. Alongside our investment partner, CUBE Investing, we have pioneered a new portfolio approach for investing in structured products, as opposed to the traditional ad hoc selection of individual structured notes.

The model portfolios are managed on a discretionary basis, with a specific mandate for each portfolio that defines the investment objective and risk profile.

Download brochure ›

ETHICAL PORTFOLIOS

Our ethical and sustainable investing service includes a range of managed portfolios, and a bespoke service for those clients with more specific requirements.

Because we take ethical and sustainable investing extremely seriously at P1, we employ staff with formally recognised qualifications in ethical and sustainable investment. We truly understand the issues and challenges surrounding ethical investment and can demonstrate that our commitment is more than skin-deep.

Our expertise means that we can strive to ensure that we select ethical funds that are meeting the highest possible standards and we can avoid those that merely seek an ethical label for marketing purposes.

Our ethical and sustainable portfolios use a similar robust portfolio construction methodology to our conventional portfolios, combining our ethical and sustainable investing expertise with our strategic and tactical asset allocation views.

The service is currently available on third party investment platforms including Novia, Transact, Ascentric, Nucleus, FundsNetwork and 7IM as well as P1’s own platform solution due to be launched in 2018.

The service is provided at a price of 0.40% for account values up to £1m, and 0.1% thereafter.

Download brochure ›

MEET THE P1 INVESTMENT MANAGEMENT TEAM

Hugo Thorman

Hugo Thorman

Chairman

Adrian Margrie

Adrian Margrie

Ops & Investment Analyst

Johanna Lilly

Johanna Lilly

Operations Manager

James Priday

James Priday

Managing Director

Gary Randall

Gary Randall

Finance Director

Harry Webster

Harry Webster

Trainee Investment Manager

Will Dickson

Will Dickson

Head of Portfolio Management

Paul White

Paul White

Compliance Director

David Stuff

David Stuff

CEO, CUBE Investments

Dr Quintin Rayer

Dr Quintin Rayer

Head of Research

Jan Webster

Jan Webster

Senior Project Manager

Low cost, open architecture discretionary investment platform

We pride ourselves on the accessibility of our investment services. When you partner with P1 Investment Management you can either use one of the mainstream wrap platforms or the P1 discretionary management platform. It’s a low-cost, open architecture solution with direct access to our Managed Portfolio Service and Bespoke Investment Service. Alternatively, if you would like to create your own range of managed portfolios the P1 investment team can help. You’ll also benefit from part-ownership and the ability to drive the future direction of the technology.

Find out more

I was keen to join P1 Investment Management as I believe it is a unique combination of DFM and platform which is owned by adviser firms. That is a proposition which many intermediary firms are seeking right now. I was also taken with James’ drive, enthusiasm and knowledge and his entrepreneurial spirit reminded me how I would like to have seen myself a few years back. I think we have a real winner here and that P1 will succeed in what is a very exciting and dynamic market.

HUGO THORMAN,
CHAIRMAN
P1 INVESTMENT MANAGEMENT

WE WOULD LOVE TO HEAR FROM YOU!

Our team are here to answer any questions you may have about our range of discretionary investment solutions and open architecture investment platform.

Submit an email enquiry via the form below and we’ll respond to your message as soon as we can.