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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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Wealth Management: The Yearly Review 2018
GDPR Conference Aberdeen – June 2018
Protection Review Conference 2018
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Wealth Management: The Yearly Review 2018
June 27 @ 8:00 am
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30 Threadneedle Street
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Networking
PIMFA Events
London
PIMFA Annual Financial Adviser Dinner
Gathering around 180 leading industry figures, senior politicians and regulators, this event provides the perfect opportunity for industry professionals to…
4th September 2018 18:30
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Briefing
PIMFA Events
Associate Members Briefing and Reception
11th September 2018 17:30
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Conference
PIMFA Events
Fintech Conference 2018
[embed]https://www.youtube.com/watch?v=B_7z_2Yl1xU&t=1121s[/embed] Our FinTech Conference: Utilising Digital In Investment Management is a one-day event, providing attendees with a platform to explore…
12th September 2018 09:00
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Conference
PIMFA Events
London
PIMFA Annual Summit 2018
The PIMFA Summit 2018 will be a unique opportunity to investigate and gain a comprehensive understanding of the issues that…
31st October 2018 08:30
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PIMFA Events
Seminar
London
Women in Wealth Forum 2018
Our final PIMFA ‘Women in Wealth’ event for 2018 brings together colleagues from across the industry for peer-to-peer debate, networking…
6th November 2018 15:00
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