Discretionary Investment Management for the 21st Century

WHAT WE DO

Help advisers achieve financial security and wellbeing for their clients

PortfolioMetrix is a global investment manager operating in the United Kingdom, South Africa, Ireland and the United States. We support independent advisers to scale sustainably without compromising the quality of advice they provide to their clients.

Strategic Partnerships with Advisers

We engage in meaningful strategic partnerships with expert, independent financial advisers, delivering precision-engineered portfolios that are fully integrated into their advice process.

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Investment Management

Our risk-based investment process ensures carefully calibrated portfolios that deliver predictable outcomes specific to each investor.

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WealthExplorer™ Technology

Our technology allows the adviser to extract the synergies between financial advice and investment management, providing for deeper client insights and more robust recommendations.

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WHY WE DO WHAT WE DO

Increasing the value of professional advice

Our passion is for people and our ability to positively influence the lives of our team, adviser partners and their clients, and our communities.

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Purpose

Our purpose is to help advisers achieve financial security and wellbeing for their clients.

Passion

Our passion is for people and our ability to positively influence lives. Our team, our adviser partners and their clients, and our communities.

Vision

Our vision is to lead in advice-linked investment management, and build a sustainable business of which all stakeholders are proud.

Mission

Our mission is to link precision management to expert financial advice – through technology and strategic partnerships with advisers.

INDUSTRY RECOGNITION

Award Wins

We are proud of the external recognition received from advisers and the industry, which offers a powerful validation of the PortfolioMetrix proposition.

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