FEIFA (the Federation of European IFAs) is pleased to announce that PortfolioMetrix is the latest company to join its Partnership Programme.
“PortfolioMetrix launched in 2010 with the express purpose of challenging the existing order of investment services available to financial advisers and their clients”, FEIFA CEO Paul Stanfield explained. “This blends the convenience of model portfolios with the ability for advisers to customise investments to exactly fit their clients’ needs. This frees up their time and enables them to focus on the larger business picture, rather than worrying about investment management, administration, performance and reporting. This is very much in keeping with the changing business practices of many of our members”.
“PortfolioMetrix provides world class investment management with world class technology”, Brandon Zietsman, CEO of PortfolioMetrix commented. “We specialise in asset allocation, fund selection and rebalancing portfolios, all of which contributes towards a truly market-leading investment proposition.
“We are excited to join FEIFA and by the opportunities it brings us in terms of reaching advisers operating across the Continent. With strong businesses operating in the UK, South Africa and Eire we are well placed to meet the challenges faced by advisers looking to deliver cutting-edge solutions for their clients.”
FEIFA is a non-profit trade association for English-speaking advisers based or operating on the European mainland. Its membership is active in more than 25 countries across the Continent, with cumulative assets estimated to be around €4 billion.