We’ve been shortlisted for the Schroders Platform of the Year 2022, our industry’s most prestigious award.
We’ll be presenting to the judging panel in early September, before learning the result at the awards event later that month. In a fiercely competitive and fast changing market this is great recognition, with Parmenion in the running alongside industry giants like Fidelity and Aegon.
Our award entry highlighted our central mission, being the home for the forward-thinking adviser’s centralised investment proposition. It evidences our commitment to service excellence, and our innovation – specifically our Vantage business data tool and Affinity partnership service. Since becoming a standalone business we’ve widened our investment offering - by first opening up to other portfolio managers and announcing we’re bringing Adviser Models Pro to the market. This slick, secure system will underpin traditional investment advice with additional features to ensure clients’ privacy and data are protected.
The next month sees a flurry of awards. We’ve also been shortlisted four times by Money Marketing and in seven award categories by Moneyfacts. Thank you for the support which lies behind this success. It gives us so much motivation to go that little bit further for your business in 2023 and beyond.