Welcome to Parmenion
The home of your investment proposition
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£9bn
Assets under management
70,000
End clients
1,500
Adviser firm partnerships
B Strong
AKG Financial Strength (2021)
An investment platform that just works
Our platform technology is built from the ground up to be the home for your investment proposition, supporting everything from our own award winning in-house DFM to 3rd Party DFMs and coming later this year, even your own models. And, because it’s built in-house, there’s no dependencies on other providers and no replatforming headaches.
Investment management choice
Our award-winning investment team offers one of the largest selections of multi-asset portfolios in the UK, covering active, passive, tactical and ESG investing. And for those who want more choice or control, we offer our Affinity partnership and, coming later this year, the ability to run your own models.
Service that makes a difference
We pride ourselves on delivering the best customer service in the adviser platform market – a position that is affirmed by our consistent ranking of 1st or 2nd in the Investment Trends UK Adviser Technology & Business Report for four years running and our average adviser feedback ratings of 4.7/5.
Helping you stay ahead of the game
Building investment solutions and our own technology means we deliver a service that meets and often exceeds, your and your clients’ expectations. And by doing the heavy lifting, we free you to focus on what's really important.
Our partnership with Parmenion has provided the investment proposition we wanted
Gemma Siddle
Eldon Financial Planning
Investing that makes a difference
Since 2012, our 5 Diamond Rated, award winning Ethical solution with its range of four Ethical Profiles, has helped financial advisers cater to their clients’ different ethical views and values.
Read about our ESG solutions
Data at your fingertips
Vantage, our reporting dashboard, provides a powerful viewpoint for improving efficiency, supporting good governance, and identifying risks and opportunities in your business.
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Supporting your retirement proposition
From our Defaqto 5 Star rated SIPP, to our dedicated drawdown solution and income manager tool, we’ve got the toolkit to support your retirement proposition.
Retirement Investing
Tools and features
Our easy to navigate, feature rich platform gives you all the tools and reporting you need to meet the evolving needs of your clients.
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Top rated and award winning
Speak to us and find out how we can help your business thrive.