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Two nominations for PortfolioMetrix at Portfolio Adviser Wealth Partnership Awards 2023

Ben Peele - November 16, 2023

PortfolioMetrix has recently received the honour of being shortlisted for two prestigious awards at the upcoming Portfolio Adviser 2023 Wealth Partnership Awards. We have been recognised for:

In the Company of Titans: PortfolioMetrix's Nic Spicer makes CityWire WealthManager Top 100 again

In the ever-evolving landscape of wealth management, the CityWire Wealth Manager Top 100 2023 List...

Should you be increasing your fees?

We recently hosted a webinar for over 150 advisers on the frequently debated topic of adviser fees....

Prioritising Cybersecurity in Asset Management

The world is more connected than ever, but with this increased connectivity comes a higher risk of...

The Power of Mentoring

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

Is consolidation good news for your clients?

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

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

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

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...

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...

The Bionic Adviser

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

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...

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...

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...

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...

Three wise men and women

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

PIMS 2020: less is more

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

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...

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...

PI renewals and the need to review DIM agreements

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

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

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

What did you say…?!

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

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...

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...

Lots to discuss at MMI Harrogate

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

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....

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...

Elephants and the need to change

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

The best possible mix-up

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

Pass the pyjamas

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

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...

I'm interested in

Two nominations for PortfolioMetrix at Portfolio Adviser Wealth Partnership Awards 2023

In the Company of Titans: PortfolioMetrix's Nic Spicer makes CityWire WealthManager Top 100 again

Should you be increasing your fees?

Prioritising Cybersecurity in Asset Management

The Power of Mentoring

Is consolidation good news for your clients?

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

Business efficiency is key to a great client experience

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

The Bionic Adviser

Initiative to encourage more women advisers

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

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

Three reasons why ESG investing is not a fad

Three wise men and women

PIMS 2020: less is more

Impacts of a changing world…insights from our Investor Forum

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

PI renewals and the need to review DIM agreements

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

What did you say…?!

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

It’s all in the planning next week

Lots to discuss at MMI Harrogate

See you in Harrogate this Thursday?

Let’s not mention the golf…

Elephants and the need to change

The best possible mix-up

Pass the pyjamas

Marathon Man - Dave Chessell reports on his time at PIMS