About us

Since 2007, our award winning investment capability and diverse range of investment solutions have helped ambitious financial advice firms to build their own investment propositions.

£9bn

Assets under management

70,000

End clients

1,500

Adviser firm partnerships

B Strong

AKG Financial Strength (2021)

Exceeding expectations

Building investment solutions and our own technology means we deliver the service that meets, and often exceeds, your and your clients’ expectations. Our platform is a joy to use – and evolves quickly in a process of constant, continuous improvement.

Maybe that’s why we’ve had a lot to celebrate over the years. Judging by the industry recognition we receive, what we do really makes a difference. We’re proud holders of over 70 awards and ratings, including 11 Defaqto Diamonds & Stars and Professional Adviser’s Platform of the Year (under £25bn AUA).

Our values

Authenticity

We’re approachable, genuine, and trustworthy so our customers can count on us. We think inward, but as great listeners, we look outward and consider things from a customers perspective.

Achievement

We work together collectively as a team to achieve our goals. We take accountability and are committed to achieving the right outcomes.

Progression

As a growing business we like to keep moving forward. We can only do this through a pioneering spirit by encouraging creative ideas, to share them, and be receptive to other ideas.

Our ownership

Parmenion is jointly owned by Preservation Capital Partners and AssetCo.

Preservation Capital Partners are a private equity firm who specialise in financial services, supporting market-leading companies and teams to achieve their growth ambitions. They're majority stakeholders, owning 70% of the business.

AssetCo, focuses on making strategic acquisitions and building organic activities in areas of the asset and wealth management sector where structural shifts have the potential to deliver exceptional growth opportunities. They're minority stakeholders, owning 30% of the business.

Jatender

Our style and our approach are non-intrusive as an investor. We back management teams, we invest in high quality businesses.

Jatender Aujla
Preservation Capital Partners

Speak to us to find out how we can help your business thrive.