You know what it takes to run a business. But finding the time to service clients and build your business, whilst selecting and overseeing investment portfolios, can be extremely challenging in this competitive and regulated world.
At Parmenion, we’re passionate about investing and making the lives of Financial Advisers easier.
Our service to you combines institutional quality discretionary management capabilities with award-winning adviser support, enabling you to deliver a sophisticated investment service to your clients whilst building a successful business.
And because it’s your brand that matters, we offer an outstanding business proposition which is designed to help you build and enhance your brand – not ours.
We do this by offering
Plug In Investment Solutions
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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. |
Fully Supporting Advisers
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We don’t just offer investment solutions; we fully support you at every step of the advice process by providing slick administration, a range of advice tools including our risk profiler, state of the art technology, service guidance and marketing and compliance support – everything you need to build a profitable business.
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Your Business, Your Brand
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It’s your business and we understand that nothing’s more important than your brand. That’s why we provide the ideal environment for you to build a strong business, by offering an invaluable suite of client-facing, adviser-branded marketing material and website.
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Future Proof
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We recognise the importance of having a defined investment proposition embedded into your business, and with RDR around the corner we can help you to future proof your business by taking away the ongoing investment management, administration and investment compliance responsibilities - today and tomorrow.
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Rigorous Oversight
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Every portfolio under our administration is meticulously investigated, assessed and supervised by the Investment Oversight Committee (IOC), which comprises key members of our team. The committee will provide you with regular reviews and updates, so that you and your clients can be confident in your recommended investment strategy.
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