Regulatory Information & Disclaimer

PortfolioMetrix Asset Management Ltd is authorised and regulated in the United Kingdom by the Financial Conduct Authority (FCA No. 564162) and in Ireland by the Central Bank of Ireland for the Conduct of Business Rules. It is a limited liability company registered in England & Wales under company number 07434014 and with its registered offices at 66 Buckingham Gate, London SW1E 6AU, United Kingdom

PortfolioMetrix Asset Management SA (Pty) Ltd is authorised and regulated financial services provider in South Africa, regulated under the Financial Advisory and Intermediary Services Act 37 of 2002 (FSP No: 42383). It is a limited liability company registered in South Africa under company number 2006/026054/07 and with its registered offices at Corner Main Office Park, 2 Payne Road, Bryanston, 2191, South Africa.

The value of your investments and the income from them may go down as well as up, and you may not get back your original investment.


As an authorised and regulated organisation, we believe, as part of our commitment to maintain market integrity, in putting the interests of our clients first. We will endeavour to resolve any complaints fairly and courteously and as quickly as possible according to our complaints procedures and policies, copies of which are available via the links below.

If you have a complaint regarding the service you have or have not received from us, please contact us at the following email address [email protected] or please click on the appropriate link below for our complaints procedure which includes details regarding how you can contact us in writing or who you should contract in the event that your complaint is not resolved satisfactorily.

PortfolioMetrix Complaints Resolution Policy

Pillar 3

Please click the link below for the latest Pillar 3 disclosure:

Pillar 3 Disclosure 2017

For Financial Professionals

This website is intended for financial professionals only.

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The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.