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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: CASS in the New World of Personal Accountability: Are You Ready?
WEBINAR: SM&CR Conduct Rules: Best Practice Implementation
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Sibos 2019 London, UK – Meet Infosys Finacle at Sibos
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New for Summer 2019, you can now access archive material from PIMFA Learning Events as they happen.
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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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