Provider profile: PortfolioMetrix
PortfolioMetrix, a multi-award winning, innovative investment manager that provides independent financial advisers with an alternative way to access discretionary investment management for their clients. Our proposition comes at a competitive price, 35bps + VAT that doesn’t differ between customised (bespoke) or MPS and doesn’t compromise the adviser/client relationship. We do all our own research, believe in specialism and manage our relationships with advisers under the ‘reliance on others’ framework, believing this is more suitable for all than the traditional model most discretionary firms utilise, ‘agent as client’ where an adviser is left with the burden of most of the risks and responsibilities.
Citywire Wealth Manager Regional Stars award 2017 & 2018.
Wealth Manager Small Business of the year 2018, in association with ARC.
Wealth Manager Growth and Adventurous portfolios 2018, in association with ARC.
Professional Adviser Discretionary Manager of the Year 2019.
Our customised proposition offers the convenience of model portfolios yet delivers customised portfolios, tailored to individual client requirements, all administered via technology links with 3rd party platforms. Investment performance has demonstrated consistent and reliable risk and return separation of portfolios that doesn’t undermine the financial planning process. This is achieved through our academically-robust, risk-based investment approach. We are able to deliver these consistent portfolios via a number of different investment approaches;
- Core blended – unconstrained
- Smart Beta
- Ethical emphasis
- Income oriented
- Absolute Return
WealthExplorer™ is integral to the PortfolioMetrix customised service. A proprietary owned and designed software system, WealthExplorer™, is purpose built to equip advisers with a broad range of tools designed to deliver unique client insights that add value to the adviser/client relationship and ultimately delivers better client outcomes, when utilised by financial advisers. Within this tool advisers can assess clients ability and willingness to take risk, measure their capacity for loss, ascertain their goals and wants, needs, wishes, construct customised portfolios and create transactions with 3rd party platforms. There is a range of comprehensive reports both pre and during the advice process and at review.
Our Select MPS range - seven risk-rated off-the-shelf model portfolios - each of which is designed to meet pre-determined risk appetites whilst benefiting from our academically-robust, risk-based discretionary investment approach. The models are mapped to the leading independent risk-profiling tools and available on ten 3rd party platforms.
Realise the benefits ...
- Robust investment process
- Risk management aligned with the suitability process
- Discretionary management, saving time and increasing efficiency
- Designed to preserve the adviser–client relationship
- An independent and unconflicted service
- Available across a wide range of tax-efficient wrappers
- Access to proprietary software, WealthExplorer™ for aligned client outcomes
- First class support and materials achieve more
- Be the very best at what you do
- Help realise your client’s goals
- Offer a quality investment proposition alongside quality advice
- Take on your fiduciary responsibilities with confidence
- Remain independent