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Panoramic Wealth signs PortfolioMetrix to drive investment growth


Independent financial planning firm, Panoramic Wealth has chosen PortfolioMetrix as its investment management partner. The Kent based family-run firm has upwards of GBP160 million Assets Under Influence (AUI) and specialises in working with solicitors and accountants across a broad base of private and corporate clients, as well as numerous family trusts.

Managing director and founder Gary Jefferies, who has been advising many of his existing clients for over 30 years, comments: “The majority of our clients are owners of successful companies and partnerships where we advise the current owners and next generations. Having come from a background of family owned businesses since the 1930s, we have real empathy with family firms and understand the unique pressures this brings.”

Easy access to the dedicated team of highly qualified investment experts at PortfolioMetrix is one of the key attractions of the partnership, as is the availability of portfolios that can be customised to fully meet individual client needs.

Gary Jefferies continues: “The methodology as well as the technology on offer from PortfolioMetrix has really impressed us. With a click of a button, we can alter the investment approach or the active/positive weighting seamlessly.”

Panoramic’s investment committee chairman, Duncan Fry, previously of Morgan Stanley and Fidelity, says: “PortfolioMetrix allows us to tailor portfolios exactly to suit our clients’ needs and attitude to risk. With income and growth options across all investment portfolios, we can create a discretionarily managed, active portfolio which should provide proportionate returns while remaining within agreed risk parameters.”

Where Panoramic is different from most financial planners is in its view towards the next generation and the provision of a significant offering to first time investors.

Financial planner, Ross Jefferies (24), states: “I see the partnership with PortfolioMetrix as an opportunity to provide a route into investing for the first-time investor as there is no barrier to entry in terms of minimum investment amounts. This can all too often deter younger clients from receiving financial advice. Furthermore, as this generation is increasingly looking to invest in a sustainable fashion, we can offer this very easily through PortfolioMetrix.”

Dave Chessell, Distribution Director at PortfolioMetrix, comments: “Being chosen by Panoramic is great news for us. They are a highly respected firm with clients who rely on them to manage a wide variety of investment needs. Their success to date is testament to their family values and we look forward to working with them to help continue their business growth ambitions.”

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