Parmenion, established in 2007, is a UK-based investment platform and discretionary fund manager (DFM) that collaborates with financial advisers to develop tailored investment propositions for clients.
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The firm manages approximately £9 billion in assets, serving around 70,000 end clients through partnerships with 1,500 adviser firms.
What is Parmenion?
Parmenion offers a diverse selection of investment options and multi-asset portfolios, encompassing active, passive, tactical, and ESG (Environmental, Social, and Governance) investment strategies.
The platform is built in-house, allowing for seamless integration and adaptability to meet the evolving needs of financial advisors and their clients.
This proprietary technology supports a range of investment solutions, including Parmenion’s in-house DFM services, adviser-managed portfolios, and third-party DFM options.
In 2021, Parmenion underwent a change in ownership when it was acquired by Preservation Capital Partners and AssetCo, with AssetCo holding a 30% stake.
This transition has enabled it to expand its services and explore new areas of growth, such as advised model portfolios and post-retirement market solutions.
The firm has received numerous industry accolades, including the Platform of the Year award at the Schroders UK Platform Awards in 2022, and holds a B “Strong” rating from AKG Financial Strength as of December 2023.
What does Parmenion do?
Parmenion offers a proprietary investment platform designed to support diverse investment propositions for financial advisors.
Their in-house technology facilitates the management of discretionary portfolios, including in-house and third-party discretionary fund managers, as well as advisor-built models.
The platform provides a range of tax-efficient wrappers, such as General Investment Accounts (GIA), Individual Savings Accounts (ISA), and Self-Invested Personal Pensions (SIPP), along with junior options.
It also integrates seamlessly with various back-office systems, customer relationship management (CRM) tools, and risk and compliance software, enhancing operational efficiency for advisers.
Parmenion Executive Leadership
- Martin Jennings – CEO
Martin Jennings has led Parmenion as CEO since 2016, bringing extensive experience in financial services, platforms, and technology. With a proven track record in building and supplying investment platform services globally, Martin focuses on driving Parmenion’s growth and innovation to meet the needs of current and future customers. - Mike Morrow – Chief Commercial Officer
Mike Morrow has been Chief Commercial Officer since 2022, and brings over 30 years of distribution experience. He manages customer relationships and leads strategic mergers and acquisitions to strengthen the firm’s wealth management offerings. Mike also serves as a board member of PIMFA, the UK financial profession trade body, and was previously Chief Commercial Officer at Openwork. - Peter Dalgliesh – Chief Investment Officer
Peter Dalgliesh is responsible for investment management, including strategy, fund analysis, and market research. He ensures risk-graded portfolios align with client suitability. With an MA in Geography and Economics from Edinburgh University, Peter has managed funds at Jupiter Asset Management, Gartmore, and F&C, where he oversaw a £330m High Alpha Asia Pacific platform. He is also AIIMR-qualified. - Matt Puttick – Chief Financial Officer
As Chief Financial Officer, Matt Puttick manages financial operations, including oversight of the finance team and CASS compliance. A qualified Chartered Accountant since 2004, Matt has 20 years of experience in financial services, including senior roles in entrepreneurial and private equity environments. - Chris Falconer – Chief Architect
Chris Falconer has been integral to the company since its inception, leading platform development since 2007 and joining full-time in 2011 to bring development operations in-house. Before Parmenion, Chris spent a decade managing development teams to support startups from ideation through to growth.
Parmenion Office and Contact Information
Advisers can contact the Client Services team via Live Chat when logged into the platform. Users can get in touch with Parmenion using the details below:
- Email: [email protected]
- Telephone: 0117 204 7678
- Opening hours: 8.30am – 5.30pm
Head Office
- Address: Parmenion Capital Partners LLP, Aurora, Counterslip, Bristol, BS1 6BX
- Email: [email protected]
- Telephone: 03300 945 900
- Opening hours: 9.00am – 5.00pm
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