Investment
The act of buying something such as a share in a company or other financial instrument with the hope of it increasing in value.
Exploring the breadth of private assets available to wealth managers
Read here an article from PIMFA Journal #31 by the team at Mercer, exploring the breadth of investment opportunities available to wealth managers seeking to stay competitive
Redefining Risk: Women, AI, and the Democratisation of Investing
Read here an article from PIMFA Journal #31 by Zoe Morton, Director at RSM UK, highlighting that, by the end of 2025, it is estimated that women will hold sixty percent of Britain’s wealth through intergenerational inheritance, making them effectively the key financial decision makers, a trend that is expected to continue to rise
Culture as a risk lens: Evolving the art and science of fund research
Read here an article from PIMFA Journal #31 by Bev Shah, Co-founder of City Hive, discussing why, in a world where 'black swan' events are inevitable, the biggest differentiator – and risk mitigator – is culture
PIMFA Response to FCA CP25/10: Definition of capital for FCA investment firms
PIMFA response to Consultation Paper 25/9 – Further proposals on product information for Consumer Composite Investments
More about PIMFA
About Our Industry
Protecting Investments
PIMFA’s Golden Rules of Investment
Financial Conduct Authority – Five year strategy March 2025
View here the PIMFA summary of the Financial Conduct Authority's Five year strategy from March 2025
Under 40 Leadership Committee Report 2024/2025
Read here the PIMFA Under 40 Leadership Committee Report 2024/2025, an exciting initiative that brings together talented individuals from across the PIMFA membership focusing on three timely and business critical questions: Does the industry focus on cost undermine value?; How can firms better target other demographics to improve their long term viability?; How do mergers and acquisitions affect existing and prospective client outcomes?
Our Work
Why investing in wellbeing makes financial sense
Read here an article from PIMFA Journal #29 by Laura Skaanild & Lucie Gosling-Myers from Lockton on how the consequences of ignoring poor wellbeing can go far beyond employee health
Flush Out the Waste: Wealth Management Needs Better Plumbing
Read here an article from PIMFA Journal #29 by Tom Whittle, Co-Founder of Tikker, discussing why, as wealth begins to shift to a younger, more tech-savvy generation, the industry must adapt to new consumer behaviours and smaller, fractional balances