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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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Ombudsman roundtable discussion in London – 21 August
PIMFA Annual Financial Adviser Dinner 2018
PIMFA Fintech Conference 2018
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Ombudsman roundtable discussion in London – 21 August
August 21 @ 9:00 am
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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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Industry Conference
Industry Events
London
Wealth Management: The Yearly Review 2018
Despite all the pressures the industry faces, year after year the UK Wealth Management Industry delivers record results and continues…
27th June 2018 08:00
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Industry Conference
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GDPR Conference Aberdeen – June 2018
The Conference will feature a series of seminars focusing on key areas of the General Data Protection Regulation (GDPR). The…
28th June 2018 09:00
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Industry Conference
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Protection Review Conference 2018
“Young at Heart: Is the protection industry ready to come of age?” Landmark Hotel, London Session One: The "M" Word…
12th July 2018 00:00
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Industry Conference
The Asian Banker – UK Digital Finance Leadership Programme
The Asian Banker Digital Finance Leadership Programme in London is designed as a five-day programme for senior managers, board members…
23rd July 2018 00:00
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