PortfolioMetrix UK Update - Q1 2019

Hear from Nic Spicer as he looks back at Q1 of 2019

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Aug 01, 2019

Nic Spicer, UK Head of Research and Portfolio Manager at PortfolioMetrix looks back at key events and trends in the first quarter of 2019. Q1 saw a strong bounce back after a tough Q4 in 2018, and Nic explores how and why Equities, Bonds and more have reacted. 

Nic also details some strong results for PortfolioMetrix Model Portfolios (https://mps.portfoliometrix.com) as well potential risks for Q2.

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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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