'Plug In' Investments
We provide a complete range of investment solutions that will plug seamlessly into your business. Driven by simple and consistent processes, our solutions comprise active, passive, strategic, tactical and ethical investment styles, each tailored across the full spectrum of client risk requirements and each delivered under your control.
Our range of solutions are provided by investment institutions from the highest levels in the industry based on solid investment principles and supported by consistent risk profiling.
A Comprehensive Choice
By providing access to an extensive range of discretionary managed solutions – both constructed and maintained by leading investment management firms and our own in-house team: Parmenion Fund Research – we enable you to offer your clients a wide and varied range of investments. The investment style options and risk permutations are almost limitless.
Our investment solutions are designed for quick and efficient implementation within financial advice businesses and are easily adaptable to a client's needs and expectations. All are fully supported by appropriate administration, technology and documentation.
Accessible through multiple wraps including ISAs, Offshore Bonds and SIPPs from many major providers, all our solutions are governed under a single Parmenion discretionary mandate, enabling ongoing investment management to be undertaken with ease and efficiency.
Keeping you in Control
We cannot do this without you – you are the architect, guiding and shaping the investment strategy to meet your clients’ needs, while we provide the back-end investment, management and technology solution. You still maintain full control over your clients’ assets.
The range of investment portfolios can be blended to suit the needs of your clients. Models can be mixed within a single portfolio, and all or part of a client portfolio can be managed actively or passively.
In addition, a complete investment valuation and reporting service is available online 24/7, with periodic valuations and annual tax reporting.
Efficient and Scrutinised
All of our investment solutions are governed under the Parmenion discretionary mandate, enabling efficient portfolio management. This includes the governance of the solutions through our Investment Oversight Committee: the IOC, which provide Advisers with an initial validation analysis of the investment solution and governs ongoing monitoring.
Put simply, we have one main focus: adding value to your business. By working together with us, you can develop your client base profitability as well as your brand...safe in the knowledge that you have the full support of a company that’s going places.