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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
Wealth Management: The Yearly Review 2018
GDPR Conference Aberdeen – June 2018
Protection Review Conference 2018
Featured Events
Wed
27
Wealth Management: The Yearly Review 2018
June 27 @ 8:00 am
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1:00 pm
30 Threadneedle Street
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Liverpool
FinTech North Liverpool – 12th June 2018
We are proud to announce the debut of FinTech North Liverpool 2018 – a full day conference as part of…
12th June 2018 08:30
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Industry Conference
NMBA’s Business Evolution Forum – Southampton
New Model Business Academy (NMBA) are currently hosting Business Evolution Forums for 2018, which are open to all NMBA members…
12th June 2018 09:00
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Industry Conference
NMBA’s Business Evolution Forum – Exeter
New Model Business Academy (NMBA) are currently hosting Business Evolution Forums for 2018, which are open to all NMBA members…
13th June 2018 09:00
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Conference
PIMFA Events
London
PIMFA Compliance Conference 2018
Hear from leading industry experts on the key issues facing compliance professionals in the investment management and financial advice world…
14th June 2018 09:00
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Industry Conference
NMBA’s Business Evolution Forum – Cardiff
New Model Business Academy (NMBA) are currently hosting Business Evolution Forums for 2018, which are open to all NMBA members…
14th June 2018 09:00
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Networking
PIMFA Events
London
Summer Drinks Reception 2018
Come celebrate the start of summer with us at one of London's most exclusive venues: House of Commons. Enjoy panoramic…
19th June 2018 19:00
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