Powering your investment proposition

Transcription

1 Powering your investment proposition

2 more time efficient streamlined confidence performance the perfect partner simplicity Exceptional quality great technology first class service no shoehorning What Advisers say about Parmenion: investment expertise IFA friendly company support excellent services complements my business Service and commitment Why Advisers choose Parmenion A scalable investment proposition is the effective response to the challenges faced by Advisers today. It will deliver the right outcome for clients and drive efficiency for financial planners, adding business value and growing profit. Described as CIPs or centralised investment propositions by the regulator, Parmenion are a leading specialist partner for Advisers. So many Advisers choose Parmenion to power their investment proposition, because: Our range of investment options is very broad and can be customised for individual clients. No client will be shoehorned into an unsuitable portfolio. We understand risk and make it easier for Advisers to explain it to their clients and to rest assured it remains under control. Advisers using their own centralised investment proposition control risk, increase efficiency, build wealth and grow business value. Our technology is smart, intuitive and in continual evolution to meet your changing requirements. Our aim is to make running your business easier. At Parmenion we pride ourselves on our award-winning service and expertise.

3 A choice of investment styles We offer a range of sophisticated risk-graded investment solutions that can be customised for individual clients. It s all about risk At the heart of an effective investment proposition is an understanding of risk. Clients will never find themselves being shoehorned into an investment by an Adviser working with Parmenion. Working with our experienced team, Advisers can choose from a range of sophisticated risk-graded investment solutions that can be customised to meet the needs of each segment of their client base. Our range of investment styles include: Parmenion Investment Management (PIM) Portfolios PIM, our in-house team, manage risk-graded portfolios suitable for clients needing either active, passive, tactical or ethical investment strategies. Any combination of these styles can be blended into the unique portfolio you recommend to your client. Fund Focus Portfolios We partner with specialist fund groups such as Frontier, Dimensional and Vanguard to offer portfolios of varying risk grade and style. Third Party Managers We have from our inception acted as a platform for discretionary management. We offer fund based portfolios designed by Sarasin and other DFMs. At the heart of an effective investment proposition is an understanding of risk, encapsulated in a risk framework which guides the construction of portfolios suitable for individual investors. Parmenion have an expert understanding of how different risk frameworks, such as the Distribution Technology, Finametrica, and Edgecumbe Consulting risk assessment processes, operate. We build portfolio solutions that integrate with the asset allocations required at each risk grade within each of these frameworks. Once a client s attitude to risk has been assessed, a portfolio can be selected from our extensive range to meet the expectations for risk and return identified in the advice process. The recommended portfolio will then be monitored by Parmenion to ensure it remains on track and that the funds selected perform in line with their benchmark. Our management of your client s portfolio using discretionary investment permissions means that rebalancing and tactical investment can continue without a requirement to consult on each decision, for each client.

4 Intuitive technology Our intuitive technology allows you to spend less time on administration and more time with your clients. Our intuitive platform technology facilitates a fully automated investment process. This online process is very simple and easy to use, enabling the sign up of a client in minutes. Our technology will allow you to spend less time on administration and more time advising your clients. Here are the key features that make our technology stand out: Parmenion Portfolio Builder Central to the Parmenion service, Portfolio Builder vastly simplifies the process of building and managing your clients portfolios. Portfolio wrappers The Parmenion technology can support portfolios invested through a wide range of portfolio wrappers. We offer our own General Investment Account and Individual Savings Accounts. We also have relationships with many leading SIPP, SSAS and Offshore Bond providers. Assessing client suitability Parmenion s intuitive risk profiler, endorsed by Edgecumbe Consulting, helps you to determine your client s attitude to risk and agree their risk mandate. You are not limited to the Parmenion Risk Profiler - you can adopt one of your own or any other third party risk tool, all of which can be mapped to our range of investment solutions. Online application Through Parmenion s technology, you can complete an application online, including the production of a General Investment Account (GIA) and ISA transfer authorities. Investment selection Parmenion offers an extensive range of risk-graded investment solutions. With the option to select the optimal asset allocation as recommended by the Investment Manager for each solution, you can also individually tailor the asset allocation to enable you to meet specific client needs. Portfolio blending Parmenion s range of investment solutions can also be blended to give your clients a diversified portfolio, whilst still being managed within a consistent risk framework. Client facing report Parmenion will provide you with an automated and personalised client facing investment management report to support the investment strategy and risk mandate you have agreed with your clients. Build your brand The most successful businesses know the importance of establishing a strong and credible brand that clients come to know and trust. Parmenion believes that your own brand, not ours, should be the focus so we provide you with client-facing, Adviser-branded marketing material and a website. On-going management Parmenion provides online valuations and transactional history, a suite of online portfolio management tools, new business tracking, weekly Adviser Charge payment reports, six monthly client reporting, annual tax statements and automatic rebalancing of your clients portfolios.

5 Powering your brand We understand the challenges Advisers face and will support you in growing your business. Award winning service We know how important service is to Advisers. So we make the extra effort to excel. It is essential for success that clients see your brand as their guarantee of service and it should come to represent the mutual trust between you. To support this process, Parmenion provide a range of marketing material, investment reports, online valuations and a website which are Adviser-branded. We offer these services without additional charge. And we customise our services to suit you, carrying your branding, to evidence you created the proposition you are recommending. We will make running your business easier. Our Adviser Charge payment routines are quite outstanding and fully reconciled payments are made weekly. We do not have investment advice permissions. Your client relationships remain with you at all times. We do not have the permission to advise individuals on their financial affairs. Therefore, every client relationship remains strictly attached to your firm, with no leakage of client loyalty to an external fund manager or platform provider. At Parmenion we pride ourselves on our first class service and administration. Our highly qualified team has many years experience in supporting Advisers with the administrative aspects of managing investment portfolios for their clients. We have won numerous industry recognised awards. We have a range of specialist teams who will be involved in the implementation and on-going servicing of your firm. Our operations team are experienced in dealing with implementation of new business, requests for withdrawal, changes to income payments and any updates to client details DFM (MODEL PORTFOLIO SERVICE) The Technical Services and Adviser Support Team assist with any technical queries and Adviser Charge payments. Queries on portfolios, valuations and performance are managed by the Parmenion Investment Management team We feel confident that our experienced teams will give you the service you and your clients expect.

6 4 Support Parmenion monitor and rebalance portfolios. Regular income, contributions and withdrawals are managed. Regular reports and CTVs are sent to your clients. Making it happen We will work with you to deliver an outstanding investment proposition. 3 Adviser Charge is reconciled and paid. You complete your Annual Reviews. Parmenion s business development team have worked with over 1500 Advisers to make the implementation of a consistent, professional investment proposition at the heart of their business a straightforward and hassle free process. 2 Implement Parmenion delivers systems training. Your own web portal is created. You complete your advice process with each of your clients. You issue a suitability report to each client. Portfolios are established online. Confirmation is sent to your client. 1 Understand A Parmenion consultant reviews your vision for your business. Design You choose the appropriate risk framework. You design the investment proposition to suit your clients. You decide how Adviser Charge will be implemented. You complete due diligence of Parmenion. Our team will recommend how we can add value. Get in touch To speak to one of the Parmenion team, you can call or mail@parmenion.co.uk

7 Head Office: 2 College Square Anchor Road, Bristol BS1 5UE. Office: Website: mail@parmenion.co.uk Parmenion Capital Partners LLP Authorised and regulated by the Financial Conduct Authority. FCA Number Registered in England and Wales OC