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Next Gen Spotlight for PortfolioMetrix's Chloe Tang

Nic Spicer - March 23, 2023

PortfolioMetrix Investment Analyst Chloe Tang was recently featured by Citywire as theirNext Gen star of the week!

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The Power of Mentoring

What makes a great adviser is 100% transferable to being a great mentor. Ask the right questions,...

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Is consolidation good news for your clients?

Thinking of selling your advice business? Maybe read this first.

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PortfolioMetrix a big winner at Citywire’s UK Adviser Choice Awards

We took home the honours in three of the twelve categories!

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Business efficiency is key to a great client experience

In the latest edition of the Blue Chip Journal our SA Head of Business Solutions, Edden Kift shares...

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The DFM market is reaching saturation point with larger advisers: PortfolioMetrix

In the first of a series of interviews with the business heads of local DFMs, Citywire speaks to...

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The Bionic Adviser

Marc Westlake, Managing Director, PortfolioMetrix Ireland and qualified independent financial...

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Initiative to encourage more women advisers

I was really impressed to hear about Dawn Patrick and her quest “to assist 500 women into IFA roles...

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PIMS 2021: a return to face-to-face meetings

In spite of the government moving ‘freedom day’ from mid-June to mid-July, the organisers of the...

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One man: 30 women – the day the tables were turned

At our inaugural Women in Advice event, I was the only man in a (virtual) room with 30 women who...

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Three reasons why ESG investing is not a fad

I was recently asked to produce a video for the “Unique Manager Showcase” series to answer the...

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Three wise men and women

Our industry is full of inspiring individuals and barely a day goes by without some new nuggets of...

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PIMS 2020: less is more

Last week I attended the annual PIMS conference. Obviously, this year was an entirely virtual event...

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Impacts of a changing world…insights from our Investor Forum

Getting together with our adviser and paraplanner partners for our Investor Forum is an annual...

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The ESG frenzy continues: €105bln in 8 months.

ESG fund launches are all the rage at the moment, but governments are also getting in on the act...

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PI renewals and the need to review DIM agreements

Professional Indemnity (PI) insurance can be a significant expense to any business. For financial...

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Two award-winning CIFP firms choose PortfolioMetrix as investment management partner

Two award-winning Chartered Independent Financial Planning (CIFP) firms have chosen PortfolioMetrix...

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What did you say…?!

In September 2019 we invited all of the business owners at our partner adviser firms to tell us...

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Send out a search party…no one is looking for you!

Some recent surveys in the trade press may be causing the brows of more than a few financial...

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It’s all in the planning next week

Next week will see me heading to Birmingham to attend the Financial Planning Annual Conference (1-2...

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Lots to discuss at MMI Harrogate

Last week my colleague, Bruce Ely-Johnston, and I attended the Money Marketing Interactive event in...

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See you in Harrogate this Thursday?

I spend a fair amount of time on the road with my job, usually visiting advisers in their offices....

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Let’s not mention the golf…

This week I’ll be heading off for two days at a luxury hotel set in 300 acres of lush Hertfordshire...

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Elephants and the need to change

This week we held the first The Mix Forum, which brought together advisers and a specialist panel...

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The best possible mix-up

HOSTED BY PORTFOLIOMETRIX & PRAEMIUM Tuesday, 25 April 2017 from 08:30 to 13:30 (BST) London,...

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Pass the pyjamas

If you’ve taken a look at our new website, you’ll have noticed we’ve got quite a few videos...

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Marathon Man - Dave Chessell reports on his time at PIMS

I feel like Eddie Izzard. Well, not exactly. While Eddie recently completed 27 marathons in 27 days...

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