We are not your typical discretionary investment manager. PortfolioMetrix was established to challenge the old order of investment services available to financial advisers and their clients. We achieve this via world class investment management and world class technology. We enable you to focus on the bigger picture in your business, while we take care of your client’s investment strategy. Our focus is on asset allocation, fund selection and rebalancing to generate better investment outcomes for investors. We work directly with advisers, not end clients, which means you retain full control over your client relationships.
GROWING YOUR BUSINESS
PortfolioMetrix was founded in 2010 to provide financial advisers with a real alternative to their central investment proposition. We combine world class investment management and world class technology, offering a scalable alternative to advisory portfolios. Our consistent and repeatable process is a substitute to traditional discretionary fund managers, where advisers often feel that they are handing over control to a third party.
The PortfolioMetrix proposition offers the convenience of model portfolios yet delivers customised portfolios customised by advisers to meet their clients’ requirements.
To find out more, download a copy of our corporate brochure using the button on the right.
TECHNOLOGY-LED DISCRETIONARY INVESTMENT MANAGEMENT
INNOVATIVE INVESTMENT APPROACH, TAILORED TO EACH CLIENT
Whilst model portfolios are scalable, most don’t allow the fine-tuning of investment options, which means that unfortunately some clients will get shoe-horned into an ‘almost right’ portfolio or portfolios are selected outside of the model range.
The traditional discretionary management approach of direct engagement between client and investment manager is also an expensive luxury, which often suffers from a lack of consistency and repeatability.
Our customised proposition is designed to meet the needs of investors and advisers alike. Using a multi-dimensional portfolio construction approach, the investment team map out all practical combinations of constraints to allow a wide range of choice, while safeguarding to ensure all choices are fit for purpose. This method eliminates shoe-horning and consistency issues, and ensures the service is delivered at a very reasonable cost.
Introducing Wealth Explorer™, our purpose built software
It is unusual for third party investment firms offering an ‘outsourced’ service to provide many, if any, of the features found in Wealth Explorer™. At PortfolioMetrix, we think differently. We provide an alternative, integrated solution that avoids some of the pitfalls of stitching disparate third party processes and tools together.
Wealth Explorer™ can be used behind the scenes to prepare for client meetings or live during the client engagement, helping clients to visualise the dynamic nature of the trade-offs in making investment choices. It is also modular, so you can use as much or as little of the functionality as you require.
MEET THE PORTFOLIOMETRIX TEAM
Head of Innovation, UK Managing Director
Mike is Head of Innovation and responsible for ensuring the PortfolioMetrix investment proposition and proprietary decision support and portfolio construction system Wealth Explorer remain cutting edge and fit for purpose. Mike is also a key member of the investment team responsible for all areas of asset allocation, fund selection and portfolio construction. Mike also runs the UK distribution business.
Portfolio Manager, UK Head of Research
Nic is a Portfolio Manager and UK Head of Research. He is a qualified actuary, a CFA® charterholder and graduated with distinction from the University of the Witwatersrand with a Bachelor of Science (Hons). Nic has over 9 years’ worth of financial services experience and moved to London in 2007. He has experience working with a diverse set of asset classes (equities, bonds, derivatives, structured products and alternative investments).
UK Distribution Director
Dave is the UK Distribution Director for PortfolioMetrix and was appointed to the Board in April 2015. His responsibilities incorporate all facets of distribution and marketing as well as being a key member of the team for product development and strategy. He has worked with Financial Advisers for nearly 30 years and his experience of platforms, asset managers and advice software gives him the perfect blend of skills to lead the innovative change PortfolioMetrix is bringing to the UK market.
With a wealth of relevant past experience and a proven track record of success, Bruce has held senior roles working closely with financial adviser firms looking for specialist help with investment management and business strategy. While at London & Capital, he was instrumental in bringing to market one of the leading discretionary model portfolio propositions of its time in the UK, achieving over 70% market share on one platform alone.
“WORKING WITH PMX IS LIKE HAVING A HIGHLY QUALIFIED IN-HOUSE INVESTMENT TEAM WHO ARE ALWAYS AVAILABLE TO DISCUSS ANY QUERIES OR REQUIREMENTS WE HAVE.”ED HOLDER
GET IN TOUCH TO FIND OUT MORE
PortfolioMetrix is a discretionary investment manager that offers its adviser partners far more benefits than traditional DFMs and model portfolio providers. To find out more, call us on +44 207 965 7533 or email firstname.lastname@example.org. Alternatively, provide your details below and a member of our team will be in touch.
“WEALTH EXPLORER™ SHOWS THE CLIENT EXACTLY WHAT THEY ARE GETTING IN TERMS OF FUNDS, EXPECTED RETURNS AND TIME HORIZONS. THIS FITS WELL WITH OUR TECHNOLOGY-LED FINANCIAL PLANNING FIRM.”
THE INVESTMENT COACH