Parmenion Investment Management

We’ll do it for you, we’ll do it with you, or we’ll support you in doing it yourself. However you want to run your Centralised Investment Proposition, you’re in the right place.

For financial professionals only

Please note:

The information on this page is only suitable for financial professionals.
Past performance is no indication of future returns and investors could get back less than they pay in.
There’s no guarantee that models or funds will meet their objectives.
The value of investments can go down as well as up.

5.1Bn

Assets Under Management

4 star

UN PRI Rating

Core MPS solutions to cover most client needs

Investing is personal, and so is our approach

From setting up our first solution in 2008, we’ve grown to be one of the UK’s leading discretionary managers of multi asset investments, with a diverse range of solutions.

We’re proud to have successfully supported financial advisers and their clients through many economic, market and political cycles, to help deliver positive outcomes through our disciplined, risk focused approach.

Consistency and reliability

Aiming for consistency and reliability of risk adjusted returns is how we build confidence, strengthen relationships and deliver value – and how financial advisers can too.

Working together, we can make a real difference for your clients.

Why Parmenion Investment Management

Expert hands

We're a leading UK discretionary fund manager, with a range of outcome focused investment solutions and partnership options for financial advisers.

Long term reliability

We support financial advisers and their clients through all kinds of market, economic, and political cycles, aiming to deliver positive outcomes.

Established solutions

We have over a decade of experience in building distinctive, outcome focussed investment and retirement propositions.

Best in class reporting

We provide market leading reports, insight and updates to build confidence and reinforce the value you provide for your clients.

Genuine partnerships

We work with, not just for, our adviser firms. You'll have direct access to our experts, and to our suitability-supporting research and due diligence.

Risk first philosophy

Taking on higher risks can lead to greater rewards, but it also comes with increased volatility. We define an acceptable risk range for investors and create 10 risk grades based on this.

What we offer

Every financial adviser has unique needs when it comes to managing investments. That’s why we offer flexible solutions, allowing you to choose the level of involvement that works best for you and your clients. So, whether you want a fully managed service, a collaborative approach, or the tools to do it yourself, we’re here to support you every step of the way.

Outcomes Managed Portfolio Services range

Our core investment products. With a solution for almost every client’s objective and preferences, covering growth (both traditional and ESG), income and cash-like. All with the option of co-branding through Outcomes+.

Managed Portfolio Service

Partnership services

We recognise that no two financial advice firms are the same. That’s why we don't believe in one size fits all approaches. So, whether it’s investment research, co-manufacturing an end-to-end investment service, or anything in between. Our investment partnership options give you the freedom to work with us the way you really want to, helping you to take your investment offer to the next level.

Our partnership services

Our investment styles

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Active investing

Our active investment portfolios aim to outperform the market through a combination of active funds, and active asset allocation.

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Passive investing

Our passive investment portfolios give cost conscious clients diversified exposure to global markets via passive investment funds.

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ESG investing

Our ESG investing portfolios are designed to meet a wide spectrum of client views and values, providing the risk-adjusted returns and integrity that ethical minded clients ask of their investments

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Retirement investing

Our retirement investment options aim to address one of the most important needs for clients approaching and in their retirement years: sustaining life-long income withdrawals.

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Income investing

Most clients will want income from their capital at some stage. Our well established, professionally managed, income investing portfolios support straightforward income needs, whilst offering the potential for capital growth.

Following a solid set of investment principles founded on diversification and risk awareness will help steer the course to long-term investing success.
Peter Dalgliesh
Chief Investment Officer
Our Approach

See how we’ve helped financial advisers like you succeed

Whether you need our ready-made portfolios or want to work together on something completely tailored, we've got real stories of advisers getting great results.

Look at our case studies to see what might work for you.

View our case studies

Looking for something different?

We’re proud of our multi-award winning in-house DFM, but we recognise advisers want choice. That’s why we also provide access to a range of other DFM providers on our investment platform, or the option to build and run your own advisory models.

Advisory Models PRO

Running your own model portfolios has never been easier. We’ve reduced the admin burden, simplified data gathering and streamlined reporting, so you’ve got more time to focus on your clients.

3rd Party Discretionary Fund Managers

Access a wide range of leading discretionary fund management (DFM) providers to support your Centralised Investment Proposition. Don't see yours on the list, let's have a chat.