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“ PIMFA's full members are FCA authorised firms that deal directly for the individual. They provide investment management and financial advice to help individuals and families plan for their financial life journeys. They consist of a range of firms from Investment Managers, Wealth Managers, Financial Advisers, Private Banks, MiFID based Financial Intermediaries, Financial Planners and Stockbrokers. ”
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“The Private Investor Indices are a set of calculations which indicate the returns that investors might expect from their portfolios. The skill in investment management is to design a unique portfolio which will meet an individual investor's needs, so it is unlikely that your portfolio growth will reflect the movement of the Indices exactly."
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PIMFA Women in Wealth Forum 2019
8th October @ 08:30
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4 Cannon St
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WEBINAR: SM&CR: The Hidden Challenges for HR
WEBINAR: CASS in the New World of Personal Accountability: Are You Ready?
WEBINAR: SM&CR Conduct Rules: Best Practice Implementation
WEBINAR: Effective Complaint Management
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PIMFA Learning Library
New for Summer 2019, you can now access archive material from PIMFA Learning Events as they happen.
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Outsourcing Conference 2019
For this year’s Outsourcing event, Compeer will be focusing on technology spend in the wealth management industry and evaluating the…
2nd October 2019 15:30
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Industry Conference
Industry Events
London
SRI Services & Partners ‘Good Money Week’ Event 2019
*Registration from 10 am. The event will start at 10.30* 'Screened,Themed & Engaged 2019' The unmissable 'SRI Services and Partners'…
9th October 2019 10:00
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Industry Events
Industry Seminar
CLIENTS’ VIEW 2019: PLANNING FOR THE FUTURE
With increased complexities and rising costs of living, planning for the future is at the forefront of many investors’ minds.…
4th December 2019 08:15
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