Don’t look back in anger

By Dave Chessell

Go to the profile of PortfolioMetrix
Dec 20, 2019

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.

Rewarding year

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.

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PortfolioMetrix are 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 and doesn’t compromise the adviser/client relationship. The London winner of the Citywire Wealth Manager Regional Stars award for two consecutive years, voted the WM Small Business of the year, in association with ARC 2018 and, in 2019, have received the accolade of PA Discretionary Manager of the Year. Our proposition offers the convenience of online model portfolios yet delivers customised portfolios, tailored to individual client requirements. 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. 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.

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