Parmenion Investment Management
Our in-house experts are amongst the best in the business. We’re Gold Service Rated by Defaqto, and have more Defaqto 5 Diamond Rated MPS solutions than any other DFM provider (Source: Defaqto).
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
Our in-house investment philosophy
Risk & Return
We believe risk and return go hand in hand. The higher the risk your client can afford to take, the higher the potential for reward, but the greater the chance of volatility.
We diversify across and within asset classes to help manage volatility and deliver returns in line with expectations for the level of risk taken.
Our core investment solutions
Our core investment solutions
Our range of four Ethical Profiles makes it easy to cater to different ESG views and values. Each profile has a 5 Diamond rating from Defaqto.
Most clients will want income from their capital at some stage. Our well established, professionally managed, Defaqto 4 Diamond rated portfolios support straightforward income needs.
Whatever your clients’ investment goals, we have a Diamond rated active investment solution to fit. We also offer active portfolios risk targeted to Dynamic Planner’s asset allocation.
Our 5 Diamond rated passive portfolios have a 12 year track record and are a great choice for cost conscious investing. We also offer Passive portfolios risk targeted to Dynamic Planner’s asset allocation.
Our retirement investment solutions aim to address the most important need for every client approaching and in their retirement years: sustaining life-long income withdrawals.
We construct our portfolios using 20 years of historical data to determine the ideal weighting to each asset class for every level of risk.
Whole team scrutiny, oversight and detailed analysis of fund selection is key to delivering favourable risk adjusted returns over the long-term.
Meet our team
Get to know the Investment Managers, Directors, researchers and analysts combining experience, expertise and individual perspectives to form a dependable view of market and investment opportunities for you and your clients.
Peter’s remit covers a broad range of investment management responsibilities, from general management to strategy.
Harry is responsible for fund analysis across all asset classes and sits on the tactical asset allocation committee.
Meera is involved in all aspects of PIM's work including portfolio risk analysis, asset allocation and fund research.
Jasper’s the lead manager on our Tactical and Conviction solutions and is responsible for investment research.
Tim has a wide ranging remit with a particular focus developing our retirement proposition, including Guardian.
Simon has a wide ranging remit with a particular focus on our income offering and supporting our ESG capabilities.
Mollie has a wide ranging remit and is particularly focussed on driving our ESG capabilities.
Colin supports fund analysis across all asset classes, and is back-up manager for PIM Strategic Conviction.
Michele is an investment analyst involved in fund research as well as assisting the team in managing the PIM portfolios.
Joe is an investment analyst involved in fund research as well as assisting the team in managing the PIM portfolios.
Read the latest insights from our investment team
Great news for Dimensional fans: Dimensional Model Portfolios now available as a DFM MPS on Parmenion
Speak to us and find out how we can help your business thrive.