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Created on Monday, 18 June 2012 10:43

Parmenion, provider of investment services to Financial Advisers, today announced that it has been chosen as the sole provider of investment infrastructure for CAERUS Portfolio Management Limited (CPML), the fund management arm of CAERUS Capital Group Limited. 

Parmenion will provide discretionary investment management services along with online administration for the CAERUS Investment Portfolios that will be available through CAERUS Advisers.

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Created on Friday, 13 April 2012 14:53

As we fast approach Easter, the RDR deadline seems to be approaching quicker than ever.  An area advisers are now focused on is the creation of their Key Facts Document.  This important job is going to be a real challenge in the coming months. It is the first, official and highly complex piece of paperwork advisers have to present to clients from next year, so it has to be good, it has to be easy to understand and it has to be ready.

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Created on Tuesday, 14 February 2012 15:40

The prosperity of Emerging Europe is intertwined with the volatile eurozone.  But one economy in the region is providing some welcome respite from the doom and gloom, writes Simon Brett.

Emerging Europe covers a vast geographical area, from the Baltic Sea in the North to the Black Sea in the South.  It encompasses a range of cultures, populations, economies and investment prospects. Some countries within this group are faring better than others, from those with expanding economies to those with some serious structural problems that need urgent resolution.  Within emerging Europe, some nations – such as Hungary and Poland – are within the EU while others are not. Of those within the EU, the likes of Estonia have adopted the euro whilst others have not. While emerging Europe is not without its risks, the region’s diversity offers investors select opportunities.  

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Created on Wednesday, 01 February 2012 11:42

Parmenion, the investment solution and adviser support specialist, has received a Defaqto 5 Star Rating for its platform, the highest rating from independent financial research company Defaqto.

The survey asked advisers to rate platforms on 37 individual aspects of service across eight categories.  Defaqto Star Ratings are one of the key ratings in the financial industry, aiding consumers and advisers looking for an independent review of financial products and services.

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Created on Monday, 09 January 2012 11:20

Parmenion, the investment solution and adviser support specialist has partnered with Arjent Limited to deliver a tailored investment solution – The Arjent Managed Portfolio Solution.   

The Arjent Managed Portfolio Solution is available through Parmenion’s sophisticated discretionary investment portal and offers financial advisers platform driven discretionary management solutions through a range of ten risk graded strategic models. The solutions are built up of six core asset classes, populated by a selection of carefully researched active collective funds.  Investment selections are made with the aim of outperforming the risk and return characteristics of the respective asset class benchmarks.