Portfoliometrix

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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.

Company Details

Employees
75
Founded
-
Address
66 Buckingham Gate, London,sw1e 6dx,united Kingdom
Phone
+44-207-965-7533
Email
in****@****rix.com
Industry
Investment Management
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Trust, Fiduciary, and Custody Activities
Miscellaneous Financial Investment Activities
HQ
London
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Portfoliometrix Questions

News

RLAM and PortfolioMetrix launch government bond fund - Portfolio Adviser

RLAM and PortfolioMetrix launch government bond fund Portfolio Adviser

PortfolioMetrix’s Starkey: My issue with wealth benchmarks - Citywire

PortfolioMetrix’s Starkey: My issue with wealth benchmarks Citywire

Portfoliometrix buys newly launched synthetic bond fund - FT Adviser

Portfoliometrix buys newly launched synthetic bond fund FT Adviser

PortfolioMetrix unveils blended model portfolio range for advisers - Professional Adviser

PortfolioMetrix unveils blended model portfolio range for advisers Professional Adviser

PortfolioMetrix unites teams to create Partner Group - Money Marketing

PortfolioMetrix unites teams to create Partner Group Money Marketing

MPS Spotlight: PortfolioMetrix - Citywire

MPS Spotlight: PortfolioMetrix Citywire

How PortfolioMetrix's novel approach helped it to attract R100bn in assets - News24

How PortfolioMetrix's novel approach helped it to attract R100bn in assets News24

Smart Money – PortfolioMetrix CIO Philip Bradford discusses the South African fixed-income market - Daily Investor

Smart Money – PortfolioMetrix CIO Philip Bradford discusses the South African fixed-income market Daily Investor

Wealth manager Q&A with PortfolioMetrix’s Alex Funk: Model project - Portfolio Adviser

Wealth manager Q&A with PortfolioMetrix’s Alex Funk: Model project Portfolio Adviser

Who’s Moving Where In Wealth Management? – PortfolioMetrix, PineBridge Investments - WealthBriefing

Who’s Moving Where In Wealth Management? – PortfolioMetrix, PineBridge Investments WealthBriefing

PortfolioMetrix launches 0.51% blended MPS range - Citywire

PortfolioMetrix launches 0.51% blended MPS range Citywire

PortfolioMetrix appoints new UK MD - ETF Express

PortfolioMetrix appoints new UK MD ETF Express

Schroders Investment Solutions CIO Alex Funk exits to join PortfolioMetrix - Investment Week

Schroders Investment Solutions CIO Alex Funk exits to join PortfolioMetrix Investment Week

PortfolioMetrix hires Schroders Investment Solutions CIO as head of investments - Money Marketing

PortfolioMetrix hires Schroders Investment Solutions CIO as head of investments Money Marketing

Alex Funk to leave Schroders for Portfoliometrix - FT Adviser

Alex Funk to leave Schroders for Portfoliometrix FT Adviser

If reducing risk is the goal – equal-weighted indices probably aren’t the answer - Portfolio Adviser

If reducing risk is the goal – equal-weighted indices probably aren’t the answer Portfolio Adviser

Why DFMs are rethinking the traditional MPS model - Money Marketing

Why DFMs are rethinking the traditional MPS model Money Marketing

PortfolioMetrix promotes staffer to head of SA distribution operations - Citywire

PortfolioMetrix promotes staffer to head of SA distribution operations Citywire

Revealed: Citywire Adviser Choice Awards 2025 winners - Citywire

Revealed: Citywire Adviser Choice Awards 2025 winners Citywire

Alex Funk to join PortfolioMetrix as head of investments in UK - Portfolio Adviser

Alex Funk to join PortfolioMetrix as head of investments in UK Portfolio Adviser

Portfoliometrix bolsters business development team with Parmenion hire - Portfolio Adviser

Portfoliometrix bolsters business development team with Parmenion hire Portfolio Adviser

How the world has changed for advisers and DFMs over the past 15 years - Professional Adviser

How the world has changed for advisers and DFMs over the past 15 years Professional Adviser

In Conversation With… Ben Peele, UK Managing Director, Portfoliometrix - Money Marketing

In Conversation With… Ben Peele, UK Managing Director, Portfoliometrix Money Marketing

PortfolioMetrix’s Van Dongen departs for new wealth firm - Citywire

PortfolioMetrix’s Van Dongen departs for new wealth firm Citywire

Meet the ESG Investment Influencers: Phil Wellington of PortfolioMetrix - Investment Week

Meet the ESG Investment Influencers: Phil Wellington of PortfolioMetrix Investment Week

Brandon Zietsman: ‘These things are often serendipitous’ - Citywire

Brandon Zietsman: ‘These things are often serendipitous’ Citywire

Carlyle-backed Hurst Point buys £1bn IFA - Citywire

Carlyle-backed Hurst Point buys £1bn IFA Citywire

PFS: Rapid development of AI 'outpacing regulatory measures' - Professional Adviser

PFS: Rapid development of AI 'outpacing regulatory measures' Professional Adviser

The DFM market is reaching saturation point with larger advisers: PortfolioMetrix - Citywire

The DFM market is reaching saturation point with larger advisers: PortfolioMetrix Citywire

Investment outsourcing: A post-RDR landscape that's still shifting - Professional Adviser

Investment outsourcing: A post-RDR landscape that's still shifting Professional Adviser

The Morning Briefing: Quilter’s new NED and Pivotal Growth acquisitions - Money Marketing

The Morning Briefing: Quilter’s new NED and Pivotal Growth acquisitions Money Marketing

PortfolioMetrix lists actively managed bond ETF - Moonstone Information Refinery

PortfolioMetrix lists actively managed bond ETF Moonstone Information Refinery

Parmenion expands DFM offering on adviser platform - Money Marketing

Parmenion expands DFM offering on adviser platform Money Marketing

Bonds offer investors signi icant opportunit­y - PressReader

Bonds offer investors signi icant opportunit­y PressReader

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