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VerifiedInvestment Management· Founded 2010

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.

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HeadquartersLondon, United KingdomEmployees76(51 to 200)Annual revenue$1M to <$10MFounded year2010Websiteportfoliometrix.comLinkedIn profileLinkedIn

Verified contacts

73

available on Kipplo

LinkedIn employees

76

51 to 200 range

Open roles

no listings

Distinct roles

43

indexed titles

Tech stack

1

tools in use

Monthly traffic

38

organic / mo

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Top roles at Portfoliometrix

43 distinct titles indexed · top 10 shown.

  • 5investment analyst
  • 5investment operations analyst
  • 4partner relations specialist
  • 4partner relationship specialist
  • 4portfolio manager
  • 3head of partner relations, uk
  • 3non executive director
  • 3software developer
  • 2analyst developer
  • 2finance manager
  • +33more titles

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