PortfolioMetrix Asset Management Ltd
Website: https://www.portfoliometrix.com/
Introduction
PortfolioMetrix is a global investment manager operating in the United Kingdom, South Africa and Ireland. We support independent advisers to scale sustainably without compromising the quality of advice they provide to their clients.
Models
PortfolioMetrix Select 1, PortfolioMetrix Select 2, PortfolioMetrix Select 3, PortfolioMetrix Select 4, PortfolioMetrix Select 5, PortfolioMetrix Select 6, PortfolioMetrix Select 7
Rebalance schedule
Ad-hoc
Charges
0% DFM fee (models are made up of PortfolioMetrix multi-asset funds and PortfolioMetrix earns fees for these)
Contact
(For Sales) Ben Peele, UK Managing Director
ben.peele@portfoliometrix.co.uk
Legal disclaimer
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