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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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Leading in a Regulated Environment
PIMFA Wealth of Diversity Conference 2019
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Leading in a Regulated Environment
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Morningstar Investment Conference 2019
Registration is now open for the Mornignstar Investment Conference, 30 April – 1 May, London. The agenda will cover a…
30th April 2019 00:00
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