PortfolioMetrix

With PMX as their investment partner, advisers are free from the distractions that risk holding them back, giving them the space to focus on the conversations that matter. Top advisers aspire to build financially successful businesses, achieve professional excellence, and focus on what they enjoy most. Like all specialists, they want resilient, respected businesses with the freedom to make choices on their own terms. Through PMX, advisers gain a premium global investment manager as a partner, freeing them to deliver an exceptional advice proposition, grow their business, and keep clients on track. PortfolioMetrix Asset Management SA (Pty) Ltd is authorised and regulated in by the Financial Services Conduct Authority in South Africa (FSP: 42383) and PortfolioMetrix Asset Management Ltd is authorised and regulated by the Financial Conduct Authority in the United Kingdom (Firm Ref: 564162). Fermat Point Ltd trading as PortfolioMetrix Ireland is regulated by the Central Bank of Ireland.