Bringing you live news and features since 2006 

Panoramic Wealth signs PortfolioMetrix to drive investment growth

RELATED TOPICS​

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.”

Latest News

REX Shares has announced a strategic reorganisation that integrates its REX Shares, MicroSectors, and T-REX products, as well as REX..
Allspring Global Investments writes that as it builds an investment platform for the future, it has filed for exemptive relief..
LSEG Lipper writes that ETF promoters in Europe enjoyed estimated net inflows (+EUR25.1 billion) for May 2024...
The European Fund and Asset Management Association (EFAMA) has published its 2024 industry Fact Book, which includes a foreword by..

Related Articles

Marcus Wayerer, Franklin Templeton
Franklin Templeton says that emerging markets are navigating a tricky environment at the moment, due to factors such as the...
Matt Barry, Touchstone Investments
Back in 2022, Cincinnati, Ohio-based Touchstone Investments launched its first four ETFs, having previously been predominantly a mutual fund company....
CN Tower, Toronto
The winners were announced in the second ETF Express Canadian awards at the event held at The Quay in Toronto,...
Darren Jordan, Komainu
Custody specialist, Komainu, was launched in 2018 as a joint venture between Nomura, digital-asset investment manager, CoinShares and blockchain business,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by