Dave Chessell Email & Phone Number

London, England, United Kingdom

Delighted to be working alongside the team at PortfolioMetrix in the capacity as a Non Executive Director, extending my association and relationship with what's developed into a first class investment proposition for advisers and clients.

66 Buckingham Gate, London, Sw1E 6Au

The PortfolioMetrix proposition ensures each client gets a portfolio configured to their preferences, which avoids 'shoe-horning' clients into models portfolios, while guaranteeing a consistent and repeatable process.Empowering advisers with high quality analysis tools enables an in depth understanding of the client, resulting in the ability to configure more appropriate portfolios. Partner ADVISER firms are able to offer a professional proposition to their clients but, crucially, do it… Show more The PortfolioMetrix proposition ensures each client gets a portfolio configured to their preferences, which avoids 'shoe-horning' clients into models portfolios, while guaranteeing a consistent and repeatable process.Empowering advisers with high quality analysis tools enables an in depth understanding of the client, resulting in the ability to configure more appropriate portfolios. Partner ADVISER firms are able to offer a professional proposition to their clients but, crucially, do it quicker and more efficiently and provide better outcomes.PortfolioMetrix is different to other discretionary managers and is the culmination of years of work by experienced investment professionals who want to challenge the status-quo in terms of how portfolios are managed and delivered to Advisers clients. Rather than relying on a few model portfolios, the Adviser combined with PortfolioMetrix technology can customise portfolios directly to the client needs in a truly scalable manner. Show less

Having spent the past few decades working in senior roles for successful organisations like Skandia, Intelliflo & PortfolioMetrix, I have taken the decision to broaden my focus and set up as a freelance consultant. This will allow me to share the knowledge and experience I have built up over my career with a wider range of companies.I am excited at the prospect, particularly as I will continue to work with PortfolioMetrix as a non-executive director, meaning I will remain involved in… Show more Having spent the past few decades working in senior roles for successful organisations like Skandia, Intelliflo & PortfolioMetrix, I have taken the decision to broaden my focus and set up as a freelance consultant. This will allow me to share the knowledge and experience I have built up over my career with a wider range of companies.I am excited at the prospect, particularly as I will continue to work with PortfolioMetrix as a non-executive director, meaning I will remain involved in helping to shape the future of what is a fantastic investment proposition for advisers.I’m looking forward to this next stage of my career, particularly as it will allow me to take up some of the opportunities that have been knocking on my door recently. Show less

Kingston Upon Thames, United Kingdom

Kingston Upon Thames, United Kingdom

Responsible for Sales. Marketing and the Client Services Division, which includes Implementation, Support, Account Management and Training, across the different distribution channels - Financial Advisers, Protection & Mortgage Brokers, Network Providers, Service Providers and Enterprise firms.