Parmenion tops Adviser leaderboard for platforms under £12bn AUA
In the latest issue of Platforum’s UK Adviser Platform Guide, Parmenion has topped the Adviser leaderboard for platforms with AUM under £12bn.
We were placed second in the total platform market, now marking the 9th consecutive time that we have been included in the top two.
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Who are The Platforum?
The Platforum is a research and advisory business which specialises in retail distribution and investment platforms.
With a strong qualitative and analytical focus, their research helps fund managers, platforms, life companies and distributors understand markets today as well as plan for the markets of tomorrow.
Their research builds on the more traditional quantitative approach and adds the analytical approach and projections usually associated with a management consultant’s report.
How are the Adviser leaderboard scores calculated?
Platforum has collected over 11,500 user reviews of platforms since 2009. Advisers are asked to rate platforms on ten criteria. The scores reflect the aggregate views of users of each of the platforms. Reviews are time-weighted so a more recent review has a greater impact.
“The above article is intended to be a topical commentary and should not be construed as financial advice from either the author or Parmenion Capital Partners LLP. If a client wishes to obtain financial advice as to whether an investment is suitable for their needs, they should consult an authorised Financial Adviser. Past performance is not an indicator of future returns.”
Any news and/or views expressed within this document are intended as general information only and should not be viewed as a form of personal recommendation. All investment carries risk and it is important you understand this. If you are in any doubt about whether an investment is suitable for you, please contact your financial adviser.