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MY BEAUTIFUL WRAP: Simple solutions

Money Marketing, 2010-10, p.44

Copyright (c) 2010. Centaur Communications Limited. Reproduced with permission of the copyright owner. Further reproduction or distribution is prohibited without permission. ;ISSN: 0958-3769 ;EISSN: 0958-3769

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  • Title:
    MY BEAUTIFUL WRAP: Simple solutions
  • Subjects: Investment policy
  • Is Part Of: Money Marketing, 2010-10, p.44
  • Description: When we met with the Parmenion team in Bath, the sun finally came out for us. We had been aggregating client investments onto the Skandia platform and were happy with the product and the personal service but in 2007 doubts started to creep in about actively managed funds. Then we heard of Parmenion, a discretionary manager. We met with Mark Bonehill, who demonstrated a startlingly simple, yet perfectly organised software system. In a world where trust and integrity have not been the defining words, we felt that Parmenion were sincere in their willingness to meet our requirements. They are independent, with a highly experienced team. In May 2009, we started to move clients across to their platform. The process has gone extremely smoothly and the administration and communication is first class. Like us, Parmenion has the capability to make changes quickly to improve client outcomes. It is a true partnership and we value their commitment to efficiency and high levels of service.
  • Publisher: London: Centaur Media USA Inc. (A member of Centaur Plc Group)
  • Language: English
  • Identifier: ISSN: 0958-3769
    EISSN: 0958-3769
  • Source: ProQuest Databases
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