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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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NMBA BUSINESS EVOLUTION FORUMS – LEEDS
PIMFA Brexit Conference on the Private Investing Community 2018
Senior Managers and Certification Regime (SMCR) Briefing for Enhanced Firms
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NMBA BUSINESS EVOLUTION FORUMS – LEEDS
November 13 @ 8:00 am
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5:00 pm
Capitol Blvd, Tingley, Morley
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Seminar
London
PIMFA CPD Seminar: How To Improve Your MiFID II Reporting
Following MiFID II go-live earlier this year, the regulator is now turning its focus to the quality of data being…
15th November 2018 08:00
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PIMFA Events
Seminar
London
PIMFA 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…
5th December 2018 08:30
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PIMFA Events
Seminar
Leading in a Regulated Environment
Tel: +44 (0) 203 318 6437 Email: info@ashridge.hult.edu Challenges for Leaders in Regulated Businesses Leaders in regulated businesses face unique…
28th January 2019 00:00
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