Parmenion provides investment solutions to Advisers seeking to grow funds under management within their businesses. By combining online platform-based administration with discretionary management capabilities, Parmenion enables Advisers to deliver a sophisticated client investment service whilst building efficient, scalable and profitable businesses. Parmenion is an independent company backed by some of the most experienced investment and technology executives in the industry.

Parmenion is committed to helping Financial Advisers thrive in today’s competitive and challenging environment.  By providing a complete investment process that plugs seamlessly into your business, we provide you with the tools you need to offer the best possible investment service to your clients. 

With our award-winning Adviser support, we provide assistance at every stage of the advice process from risk profiling and investment selection through to ongoing reporting, meaning that you can concentrate on building a more efficient, scalable and profitable business. 

Our investment solutions, which comprise a range of investment styles and mapped precisely across a spectrum of risk grades, are supported by some of the top investment managers in the industry.

Independent and privately owned, we’re backed by experienced investment and technology experts. We don’t take on clients directly, but instead work with you to deliver the investment solutions your clients demand. 

What we do for you.

Our service, which combines online platform-based administration with discretionary management capabilities, enables you to deliver a sophisticated investment service to your clients - which can be fully branded as your own. 

A fully supported investment process.

We provide a suite of investment management tools to support the investment process which enables you to concentrate on managing your clients' needs.

These include:

• Assessing client suitability - our intuitive Risk Profiler Questionnaire (which has been independently reviewed by international business psychology consultants Edgecumbe Consulting) helps you to determine your clients' attitude to risk and agree their risk mandate.
• Investment selection - from a wide range of Investment Managers, you can select the preferred investment strategy for your clients.
• Online risk mapping and asset allocation - we provide a range of risk adjusted investment solutions and recommend the optimal asset allocation to meet the investment strategy you have selected for your client.
• Product recommendation - we will provide you with a client facing Investment Management Report to support the proposed asset allocation you have agreed with your clients, available online.
• Online application - through our smart technology, you can submit an application online, and produce a suitability report for your client.
• And on an ongoing basis, we provide; online valuations, weekly commission reports, annual tax statements and automatic rebalancing of your clients' portfolios.

In a world of uncertainty, we put you in control – helping you build your business, your brand, and your profits.  After all, it's your future.