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Linking Precision Investment Management To Expert Financial Advice

Investment Management, Support Technology, Global Operations.

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.

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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 <br>Management

Investment Management

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


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WealthExplorerTM

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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WHAT SETS US APART

About PortfolioMetrix

The aim was to bring together the worlds of investment management and independent financial advice. The challenge was how to incorporate the aspirations, goals, objectives and preferences of individual investors, all within a carefully engineered risk framework.

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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.

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Passion

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

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Vision

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

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Mission

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

STRATEGIC PARTNERSHIPS

Hear from our Adviser Partners

'The two sides to PortfolioMetrix are their investment expertise and their technology... it's a large part of why the relationship with them is so efficient.'
- Nik Proctor, IFS Family Wealth Advisers

INDUSTRY RECOGNITION

Awards

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

Professional Adviser 2021

Professional Adviser 2021

Professional Adviser 2020

Professional Adviser 2020

Professional Adviser 2019

Professional Adviser 2019

COLWMA 2021 Nominee

COLWMA 2021 Nominee

Regional Stars 2020 London

Regional Stars 2020 London

Regional Stars 2019 London

Regional Stars 2019 London

Regional Stars 2018 London

Regional Stars 2019 London

Regional Stars 2017 London

Regional Stars 2017 London

Advisers Choice Awards 2021

Advisers Choice Awards 2021

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Advisers Choice Awards 2021

Advisers Choice Awards 2021

Advisers Choice Awards 2021

THOUGHT LEADERSHIP

Insights

Explore our latest adviser insights, webinars, whitepapers and videos, curated by our in-house investment specialists.

Download the Insiders' Guide to Business Efficiency

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