Affinity
Our exclusive Affinity partnership offers exceptional adviser firms the opportunity to work with Parmenion Investment Management (PIM) as our appointed Investment Adviser.
Some things to be aware of
The information on this website is for financial professionals only
The value of investments can go up as well as down
There’s no guarantee that models or funds will meet their objectives
Investors could get back less than they pay in
Past performance is no indication of future returns
Reduce risk for your business
With an Affinity partnership, while you have influence over investment decisions, the ultimate investment responsibility remains ours. We can’t totally eliminate your business risks, but we can help to reduce them in an ever-changing regulatory landscape.
Save time with our tech
When you’re managing an investment proposition and dealing with clients, time is of the essence. Our discretionary management software does all the heavy lifting of investment solution admin so you can focus on what matters: the investment decisions.
Add value with our partnership
As our appointed Investment Adviser, you can run one or more discretionary investment solutions, based on your existing model portfolios and investment philosophy. As a result, you’ll have more time and space to build stronger relationships, retain happy clients and attract profitable new ones.
With the introduction of Parmenion and our Affinity partnership, we are now more fleet of foot when monitoring, managing and maintaining our client portfolios, which in turn meets our regulatory obligations.
Prism
Case studies
Don't just take our word for it... To read about how the Affinity partnership has benefited some of our existing appointed Investment Adviser firms, take a look at our case studies.
Want to learn more about becoming an Affinity partner?