We understand that it’s vital you have total confidence in the managers appointed to run your investment solutions. After all, they reflect directly on you in the eyes of your clients.

That’s why every portfolio under our administration is subject to the supervision of our Investment Oversight Committee (IOC).

The IOC scrutinises all discretionary solutions, including those provided by Parmenion Fund Research (PFR). It’s the foundation of our service, with overall responsibility for the delivery and ongoing management of every investment solution.

This means it’s charged with validating new discretionary managed model portfolios, appointing new investment managers, creating bespoke services for adviser firms, reviewing risk profiles and asset allocation structures, and final approval of investment solutions supplied under our custodial and administrative services.

With our commitment to responsibility and due diligence, you can be certain that you’re offering your clients the most reliable investment solutions available.