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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 Annual Summit 2019
16th October @ 08:00
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Riverside Building, Belvedere Rd, Lambeth
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Sibos 2019 London, UK – Meet Infosys Finacle at Sibos
Equity Research Briefing: Competition Comes for Netflix
PIMFA Training: MiFIR Transaction Reporting Core Training
PIMFA Annual Summit 2019
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PIMFA Learning Library
New for Summer 2019, you can now access archive material from PIMFA Learning Events as they happen.
Sign up to a PIMFA account to watch previous webinars on demand and download training materials as and when you need them.
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The Altus Transfer Gateway (ATG) User Group
The Altus Transfer Gateway (ATG) User Group is a useful forum to get updates on what's happening in the market,…
1st October 2019 09:30
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Morningstar Nottingham Adviser Forum
Join us at the Nottingham Belfry for an action-packed agenda, including Threesixty Compliance Services on hot topics in risk management,…
2nd October 2019 08:00
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Industry Conference
Industry Events
Outsourcing Conference 2019
For this year’s Outsourcing event, Compeer will be focusing on technology spend in the wealth management industry and evaluating the…
2nd October 2019 15:30
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Networking
PIMFA Events
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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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Industry Events
Industry Seminar
Grouse and Grapes Charity Luncheon
The Grouse & Grape Luncheon will return to Spencer House on Tuesday 8th October 2019 in aid of The Cure…
8th October 2019 12:30
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Industry Conference
Industry Events
London
SRI Services & Partners ‘Good Money Week’ Event 2019
*Registration from 10 am. The event will start at 10.30* 'Screened,Themed & Engaged 2019' The unmissable 'SRI Services and Partners'…
9th October 2019 10:00
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