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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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Upcoming Events
CPD Training Course: How to Meet Emerging Client Demand For Philanthropy and Social Investment Advice
CPD Training Course: SM&CR – What You Should Know and What You Should be Doing Right Now (Core Firms)
Protection Review Conference 2019
PIMFA Women in Wealth Forum 2019
SRI Services & Partners ‘Good Money Week’ Event 2019
Featured Events
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03
CPD Training Course: SM&CR – What You Should Know and What You Should be Doing Right Now (Core Firms)
3rd July @ 09:30
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22 City Road, Finsbury Square
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Training
London
CPD Training Course: SM&CR – What You Should Know and What You Should be Doing Right Now (Core Firms)
Bring a colleague along for free: use code smcrjuly at checkout With less than 6 months to go before SM&CR comes into…
3rd July 2019 09:30
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Networking
PIMFA Events
London
PIMFA Women in Wealth Forum 2019
Our final PIMFA ‘Women in Wealth’ event for 2019 brings together colleagues from across the industry for peer-to-peer debate, networking…
8th October 2019 08:30
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Conference
PIMFA Events
London
PIMFA Annual Summit 2019
The PIMFA Annual Summit 2019 will be taking place in London on Wednesday 16th October. Our flagship conference provides delegates with the opportunity to investigate…
16th October 2019 08:00
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