Sitemap
Investment Management
Parmenion Investment Management - explore our core investment philosophy
Discretionary Fund Manager Partnerships - collaborations with DFMs to broaden options
Advisory Models PRO - tools to help advisers build custom portfolios
Affinity Partnership - bespoke investment options for professional groups
Ethical Investing - our approach to responsible investment strategies
Our In-House Investment Management Solutions
Active Investment Solutions - expert-led active fund management
DT Multi-Option - risk-graded options using Distribution Technology
PIM Sterling Solution - in-house, risk-adjusted portfolio solutions.
PIM Strategic Conviction Solution
PIM Strategic Guardian Drawdown Solution
PIM Strategic Muti-Option Solution
PIM Strategic Passive Solution
Investment Management Platform
Our Investment Platform - a secure, scalable platform for advisers
Our Investment Platform Integrations - seamless links with leading adviser tools
Our Investment Platform Tax Wrappers - ISAs, SIPPs, and other tax-efficient structures
Our Investment Platform Tools and Features - portfolio tools, automation, and customisation
Insights and Resources
News and Insights - stay informed with the latest industry updates
Reports and Documents - key factsheets, white papers, and research
Quarterly Solution Reports - regular performance updates on our portfolios
Reporting Graphics - visual aids for client presentations
Our Events - webinars, conferences, and CPD opportunities
Consumer Duty Hub - our approach to meeting new FCA rules
Supporting vulnerable customers - tools and policies to support all clients
