Our Kent-based family-run firm has upwards of GBP120 million Assets Under Management (AUM) and specialises in working with solicitors and accountants across a broad base of private and corporate clients, as well as numerous family trusts.
We have been advising many of our existing clients for over 30 years. The majority of our clients are owners of successful family companies and partnerships where we advise the current owners and next generations. Having come from a background of family-owned businesses since the 1930s ourselves, we have real empathy with family firms and understand the unique pressures this brings.
Why we chose to work with PortfolioMetrix
Through our partnership with PortfolioMetrix, the needs of our clients can be facilitated with much greater ease. The methodology, as well as the technology on offer from PortfolioMetrix, is very impressive and ensures we, as financial planners, can maximise the time we spend with the client rather than stock picking which is not where we add value to the client's journey.
Our investment committee Chairman, Duncan Fry, previously of Morgan Stanley and Fidelity, says: "PortfolioMetrix allows us to tailor portfolios exactly to suit our clients' needs and attitude to risk. With income and growth options across all investment portfolios, we can create a discretionarily managed, active portfolio which should provide proportionate returns while remaining within agreed risk parameters."
How PortfolioMetrix helps us achieve our business goals
Where Panoramic is different from most financial planners is in our view towards the next generation and the provision of a significant offering to first-time investors. Our Financial Planner Ross is age 24 and he specialises in helping our younger clients and can closely identify with their wants and needs. Ross says "I see the partnership with PortfolioMetrix as an opportunity to provide a route into investing for the first-time investor, as there is no barrier to entry in terms of minimum investment amounts. (This can all too often deter younger clients from receiving financial advice) Furthermore, as our generation is increasingly looking to invest in a sustainable manner, we can provide this to our clients very easily through PortfolioMetrix through their ESG focused offering."
Dave Chessell, Distribution Director at PortfolioMetrix, comments: "Being chosen by Panoramic is great news for us. They are a highly respected firm with clients who rely on them to manage a wide variety of investment needs. Their success to date is a testament to their family values and we look forward to working with them to help continue their business growth ambitions."
If you'd like to start your investment journey with us or have clients who wish to, please email firstname.lastname@example.org and we'll be in touch to arrange a call to discuss your financial goals.