Investment Management Choice
We’ll do it for you, we’ll do it with you or we’ll support you in doing it yourself. However you want to run your Centralised Investment Proposition, you’re in the right place.
- The information on this page is only suitable for financial professionals.
- Past performance is no indication of future returns and investors could get back less than they pay in.
- There’s no guarantee that models or funds will meet their objectives.
- The value of investments can go down as well as up.
External DFMs (and growing)
Defaqto Diamond Ratings for our in-house solutions
DFM portfolio solutions
Whatever your investment proposition, we've got you covered
We want to make it easier for you to deliver great client outcomes, whatever your investment proposition.
So whether the best fit for you is our own in-house DFM, building portfolios together, choosing another DFM, or running your own models, we've got you covered.
Finding the right proposition for you
The beauty of our platform is that it was purpose built to support efficient, effective management of your clients’ investment portfolios, however you want to run them.
Use Parmenion Investment Management
Our in-house experts are amongst the best in the business. We’re Gold Service Rated by Defaqto, and have more Defaqto 5 Diamond Rated MPS solutions than any other DFM (Source: Defaqto)
Become an Affinity Partner
Our exclusive Affinity partnership offers exceptional adviser firms the opportunity to work with Parmenion Investment Management (PIM) as our appointed Investment Adviser.
Use Advisory Models PRO
Making running your own model portfolios a breeze. We’ll take away the admin burden and give you back the time to focus on making the right investment decisions for your clients.
Read what's it like working with Parmenion...
Speak to us and find out how we can help your business thrive.