PortfolioMetrix
PortfolioMetrix is an investment manager that supports independent financial advisers. Founded in 2010, the company combines investment management with technology to create portfolios tailored to individual investor needs.
- WealthExplorer™ technology
- Investment management services
- Precision-engineered portfolios
- Strategic partnerships with advisers
Locations
Competitors
Fiske is an independent investment management and stockbroking firm that has been operating since 1973.
Quilter is one of the UK's leading wealth managers, dedicated to helping individuals plan and manage their finances.
CFS Management is a London-based independent wealth management firm founded in 1994, providing innovative financial and investment solutions.
Raymond James, Mayfair is a boutique investment management firm located in the heart of the West End.
Company Details
PortfolioMetrix is operated by Portfoliometrix Asset Management Ltd and is a Active company incorporated on 9 November 2010 with the registered office located in London, Greater London. Portfoliometrix Asset Management Ltd was registered 14 years ago.
Status
Active
Size
Small
Directors
7
Age
14 years old
Employees
8
Turnover
£5.72M
Total Assets
£1.66M
Cash in Bank
£1.03M
Total Liabilities
-£1.02M
Teams
14
4
4
3
3
5
Non Executive Director • Joined Aug 2024
Non Executive Director • Joined Apr 2022
Head Of Partner Relations, UK • Joined Nov 2019
Director, Head Of Compliance • Joined Mar 2021
Chief Investment Officer • Joined Oct 2024
Partner Relations Specialist • Joined Dec 2019
Partner Relations Specialist • Joined Oct 2024
Partner Relationship Specialist • Joined Jul 2021
UK Managing Director • Joined Apr 2019
Joint COO And Head Of Operations • Joined May 2024
Chief Investment Officer • Joined Oct 2024
Investment Analyst • Joined Sep 2016
Investment Analyst • Joined May 2018
Investment Analyst • Joined Jan 2024
Non Executive Director • Joined Aug 2024
Non Executive Director • Joined Apr 2022
Chief Investment Officer • Joined Oct 2024
Joint COO And Head Of Operations • Joined May 2024
Director, Head Of Compliance • Joined Mar 2021
UK Managing Director • Joined Apr 2019
Joint COO And Head Of Operations • Joined May 2024
UK Managing Director • Joined Apr 2019
Joint COO And Head Of Operations • Joined May 2024
Team Assistant
Head Of Partner Relations, UK • Joined Nov 2019
Partner Relations Specialist • Joined Dec 2019
Partner Relations Specialist • Joined Oct 2024
Partner Relationship Specialist • Joined Jul 2021
Business Development Professional At PortfolioMetrix • Joined Sep 2022
View 14 members