Don’t look back in anger
By Dave Chessell
As another year draws to a close, we’ve been reflecting on the tenacity of our adviser partners and their ability to rise above the turmoil of political acrimony and uncertainty that has been a defining feature of 2019 and focus on delivering the best they can for their clients.
With a majority government now in place, we all hope 2020 will prove less divisive and unsettling, although of course Brexit remains a hot topic for the foreseeable future.
One more PROD
One of the key actions for the new year for many advisers will be to get their PROD house in order. Our recent white paper, A ‘PROD’ in the Right Direction, which is designed to help advisers achieve compliance with PROD was published last week and has already been downloaded by almost 150 advisers and industry members. If you missed it, you can download it free from our website.
Looking back over the year at PortfolioMetrix, our investment team have continued to work hard to overcome the political challenges that affect world markets, to keep our portfolios competitive and aligned to their risk ratings. Well done to Nic Spicer and the rest of the team.
The year started particularly well for them and us, when we picked up Best Discretionary Manager at the Professional Adviser Awards in February.
In March, we were shortlisted for Citywire’s Wealth Manager Regional Stars Greater London award. It was the fourth year we’d made the shortlist and, better still, we won it – for the third year running.
In June we were shortlisted for the Investment Marketing and Innovation Award: Proposition Development (Discretionary Fund Management/Wealth Management) for our Mass Customisation service.
Then, in July, it was announced we had won the Gold award for Digital Innovation at the Portfolio Adviser Wealth Manager Awards 2019. A great result and one we enjoyed celebrating!
It looks like our efforts will be rewarded again in 2020 as we’ve been shortlisted for four Professional Adviser awards: Best model portfolio service; Best risk-profiling service; Best client engagement (providers); Best technology provider (practice management).
While our trophy cabinet is filling up nicely, we never forget it’s the success of our adviser partners that matters the most.
On behalf of all of us at PortfolioMetrix I’d like to take this opportunity to thank our adviser partners for trusting us to deliver on our promises and I look forward to growing our network over the coming months.
Happy Christmas all and here’s to a great 2020.