Investment Management, Support Technology, Global Operations.
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.
We engage in meaningful strategic partnerships with expert, independent financial advisers, delivering precision-engineered portfolios that are fully integrated into their advice process.
Explore moreOur risk-based investment process ensures carefully calibrated portfolios that deliver predictable outcomes specific to each investor.
Our technology allows the adviser to extract the synergies between financial advice and investment management, providing for deeper client insights and more robust recommendations.
Explore moreThe 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.
Explore moreOur passion is for people and our ability to positively influence the lives of our team, adviser partners and their clients, and our communities.
More about PMXOur purpose is to help advisers achieve financial security and wellbeing for their clients.
Our passion is for people and our ability to positively influence lives. Our team, our adviser partners and their clients, and our communities.
Our vision is to lead in advice-linked investment management, and build a sustainable business of which all stakeholders are proud.
Our mission is to link precision management to expert financial advice – through technology and strategic partnerships with advisers.
'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
We are proud of the external recognition received from advisers and the industry, which offers a powerful validation of the PortfolioMetrix proposition.
Professional Adviser 2022
Professional Adviser 2021
Professional Adviser 2020
Professional Adviser 2019
Adviser Choice Awards 2022
Adviser Choice Awards 2022
Adviser Choice Awards 2022
Advisers Choice Awards 2021
Advisers Choice Awards 2021
Advisers Choice Awards 2021
Money Marketing Awards 2022
COLWMA 2021 Nominee
FT Professional Adviser Service Awards 2021
Regional Stars 2020 London
Regional Stars 2019 London
Regional Stars 2018 London
Regional Stars 2017 London
Explore our latest adviser insights, webinars, whitepapers and videos, curated by our in-house investment specialists.