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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
WealthTech 2019: “The Truth About Digital”
PIMFA Associate Members Briefing and Drinks Reception
Appway 3rd Digital Thought Leadership Event
The Future State: Cost Efficiencies, New Technologies, and Operational Challenges
Wealth Management Roundtable – Allocate to China
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May
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PIMFA Cyber Resilience Conference 2019
21st May @ 8:30 am
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6:00 pm
6 Alie St
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ERI Banking Software Ltd
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ERI Banking Software Ltd
Managing your money
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Office 406
4th Floor
One Thomas More Square
London
-
E1W 1YN
http://www.olympicbankingsystem.com/index.jsp
steve.popple@ldn-eri.co.uk
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ERI Banking Software Ltd-London
Office 406
4th Floor
One Thomas More Square
London
E1W 1YN
