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 provider (Source: Defaqto).

Some things to be aware of

The information on this website is for financial professionals only

The value of investments can go up as well as down

There’s no guarantee that models or funds will meet their objectives

Investors could get back less than they pay in

Past performance is no indication of future returns

Our in-house investment philosophy

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Risk & Return

We believe risk and return go hand in hand. The higher the risk your client can afford to take, the higher the potential for reward, but the greater the chance of volatility.
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Diversification

We diversify across and within asset classes to help manage volatility and deliver returns in line with expectations for the level of risk taken.
Compass

Consistency

We take a carefully considered, long-term view with the aim of delivering dependable, predictable outcomes every client wants from their financial adviser.

Our core investment solutions

Our core investment solutions

Growth

ESG investing

Our range of four Ethical Profiles makes it easy to cater to different ESG views and values. Each profile has a 5 Diamond rating from Defaqto.

Cycle Money

Income investing

Most clients will want income from their capital at some stage. Our well established, professionally managed, Defaqto 4 Diamond rated portfolios support straightforward income needs.

Decision

Active investing

Whatever your clients’ investment goals, we have a Diamond rated active investment solution to fit. We also offer active portfolios risk targeted to Dynamic Planner’s asset allocation.

Cheaper

Passive investing

Our 5 Diamond rated passive portfolios have a 12 year track record and are a great choice for cost conscious investing. We also offer Passive portfolios risk targeted to Dynamic Planner’s asset allocation.

Accumulation

Retirement investing

Our retirement investment solutions aim to address the most important need for every client approaching and in their retirement years: sustaining life-long income withdrawals.

15 7 19 Parmenion 0369

Our approach

We construct our portfolios using 20 years of historical data to determine the ideal weighting to each asset class for every level of risk.

Whole team scrutiny, oversight and detailed analysis of fund selection is key to delivering favourable risk adjusted returns over the long-term.

Read about our 20 year risk framework

Meet our team

Get to know the Investment Managers, Directors, researchers and analysts combining experience, expertise and individual perspectives to form a dependable view of market and investment opportunities for you and your clients.

Peter Dalgliesh 1920W

Peter Dalgliesh

Managing Director, PIM

Peter’s remit covers a broad range of investment management responsibilities, from general management to strategy.

Harry Garrett 1920W

Harry Garrett

Investment Director

Harry is responsible for fund analysis across all asset classes and sits on the tactical asset allocation committee.

Meera Hearnden 1920W

Meera Hearnden

Investment Director

Meera is involved in all aspects of PIM's work including portfolio risk analysis, asset allocation and fund research.

Jasper 1920W

Jasper Thornton-Boelman

Investment Director

Jasper’s the lead manager on our Tactical and Conviction solutions and is responsible for investment research.

Tim Willis 1920W

Tim Willis

Investment Director

Tim has a wide ranging remit with a particular focus developing our retirement proposition, including Guardian.

Simon Molica 1920W

Simon Molica

Senior Investment Manager

Simon has a wide ranging remit with a particular focus on our income offering and supporting our ESG capabilities.

Mollie Oneil 1920W

Mollie Thornton

Senior Investment Manager

Mollie has a wide ranging remit and is particularly focussed on driving our ESG capabilities.

Colin Morris 1920W

Colin Morris

Investment Manager

Colin supports fund analysis across all asset classes, and is back-up manager for PIM Strategic Conviction.

Michele Pagnota 1920W.Jpg

Michele Pagnota

Investment Analyst

Michele is an investment analyst involved in fund research as well as assisting the team in managing the PIM portfolios.

Joe Yallop 1920W

Joe Yallop

Investment Analyst

Joe is an investment analyst involved in fund research as well as assisting the team in managing the PIM portfolios.

Isaac Stell 1920W

Isaac Stell

Fund Research Manager

Isaac manages the detailed fund research across all our investment solutions.

Read the latest insights from our investment team

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4th August 2022 | 3 min read

When bad news is good news
Property 22 1200X673px
4th August 2022 | 3 min read

Diversified Alternatives – introducing property
MMC July 22 1200X673px
1st August 2022 | 4 min read

July Market Update: Global markets rally as corporate earnings deliver
Windmills 1200X673px
7th July 2022 | 3 min read

Diversified Alternatives – introducing renewable infrastructure
June Market Update 1200X673px
1st July 2022 | 4 min read

June Market Update – markets yo-yo with the prospect of a recession
R Sign 1200X673px
28th June 2022 | 3 min read

The R word
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23rd June 2022 | 4 min read

Making the case for ESG portfolios
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23rd June 2022 | 2 min read

Diversified Alternatives – introducing Absolute Return
Cristofer Maximilian Tfaujpnbxxa Unsplash
9th June 2022 | 2 min read

AKG rates us B Strong
8th June 2022 | 2 min read

Our Diversity Challenge returns
Karsten Winegeart Egsbvvtvccw Unsplash
7th June 2022 | 3 min read

May Market Update pain continues for many asset classes
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26th May 2022 | 5 min read

Financial modelling in uncertain times
Jakob Owens Jcaxokaf I Unsplash
12th May 2022 | 3 min read

Investing through challenging times
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6th May 2022 | 4 min read

April Market Update: growth vs inflation conundrum continues for central banks
Bastian Pudill Ztdc Mdoow8 Unsplash
28th April 2022 | 3 min read

Diversified Alternatives – introducing short-dated bonds
Coralie Meurice Gbmqhvhuuu4 Unsplash
22nd April 2022 | 2 min read

Earth Day – spotlight on biodiversity
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14th April 2022 | 3 min read

Where are we in the business cycle?
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4th April 2022 | 4 min read

March Market Update: interest rates set to rise – will this end well?
Troy Mortier Tq3ay5tkqze Unsplash
31st March 2022 | 3 min read

Diversified Alternatives – introducing infrastructure
Jonas Allert Ov Bi9r9smw Unsplash
18th March 2022 | 3 min read

Can we achieve a soft landing?
James Armes Isc5uwxcxnc Unsplash
17th March 2022 | 2 min read

Diversified Alternatives – an evolving landscape
Nicholas Doherty Ponbhdyofom Unsplash
10th March 2022 | 3 min read

Women’s secret powers to fight climate change
Bernd Dittrich 8V5xmwacc98 Unsplash
9th March 2022 | 3 min read

The Russia/Ukraine situation: what can investors expect?
Roman Kraft Zua2hyvtbk Unsplash
8th March 2022 | 2 min read

Great news for Dimensional fans: Dimensional Model Portfolios now available as a DFM MPS on Parmenion
3rd November 2021 | 3 min read

ESG investing is here to stay
1st October 2021 | 2 min read

A green gilt revolution?
1st October 2021 | 3 min read

Engage or Divest?
4th November 2019 | 3 min read

Ethical Retirement: A realistic possibility?

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

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