Plurimi
Plurimi is a partner-owned business that offers a platform for investment advisors and wealth managers, focusing on independent investment solutions in a client-centric environment. The firm utilizes its network across custodians and asset management firms to provide ideas and results to its clients.
- Wealth Management
- Investment Advisory
- Discretionary Services
- Portfolio Construction
- AI Equity Screening Tool
- Plurimi Structured Solutions
- Private Asset Administration Services
Locations
Competitors
Southbank Investment Research is a publishing company that provides investment insights and strategies through various newsletters.
CFS Management is a London-based independent wealth management firm founded in 1994, providing innovative financial and investment solutions.
Quilter Cheviot is a leading wealth management firm with over 250 years of experience in managing bespoke investment portfolios.
LeifBridge is a private investment firm dedicated to managing the investment needs of international clients, particularly US Citizen expats residing in the UK.
Company Details
Plurimi is operated by Plurimi Wealth LLP and is a Active company incorporated on 17 March 2007 with the registered office located in London, Greater London. Plurimi Wealth LLP was registered 18 years ago.
Status
Active
Size
Small
Directors
27
Age
18 years old
Employees
28
Turnover
£21.54M
Total Assets
£10.51M
Cash in Bank
£2.63M
Total Liabilities
-£6.34M
Teams
40
27
10
5
1
8
Executive Chairman • Joined Dec 2019
CEO, Managing Partner
Chief Executive Officer • Joined Jan 2008
Partner, Managing Director • Joined Sep 2016
Managing Director , Partner • Joined Feb 2015
Managing Director/Partner • Joined Mar 2014
Managing Director & Senior Partner • Joined Dec 2015
Partner
Chief Investment Officer • Joined Jul 2014
Senior Partner • Joined Feb 2019
Executive Chairman • Joined Dec 2019
Chief Executive Officer • Joined Jan 2008
Partner, Managing Director • Joined Sep 2016
Managing Director/Partner • Joined Mar 2014
Managing Director & Senior Partner • Joined Dec 2015
Partner
Chief Investment Officer • Joined Jul 2014
Senior Partner • Joined Feb 2019
Director • Joined Feb 2025
Director • Joined Sep 2024
Chief Investment Officer • Joined Jul 2014
Associate Director - Investment Management • Joined Jan 2025
Accounts Supervisor
Operations Analyst • Joined Mar 2023
Associate - Relationship Management • Joined Jun 2022
Associate - Relationship Management • Joined Oct 2023
Senior Financial Analyst • Joined Mar 2024
Group CFO • Joined Nov 2023
Financial Controller • Joined Sep 2024
Financial Controller • Joined Nov 2009
Receptionist • Joined Sep 2023
Managing Director & Senior Partner • Joined Dec 2015
Associate Director • Joined Sep 2011
Associate Director • Joined Sep 2019
Associate Director • Joined Jan 2025
Compliance Officer • Joined Oct 2023
CEO, Managing Partner
Managing Director , Partner • Joined Feb 2015
Director, Portfolio Manager At Plurimi • Joined Jul 2014
Director, Investment Advisor • Joined Sep 2022
Senior Associate Portfolio Manager/Investment Advisor • Joined Aug 2021
Director Of Corporate & Legal Affairs • Joined Oct 2022
Group Head Of Risk And Compliance (SMF16 & SMF17) • Joined Feb 2023
Co-CIO: Plurimi Global Opportunities Fund
View 40 members