Launched in 2010, PortfolioMetrix specialises in asset allocation, fund selection and rebalancing portfolios.
“PortfolioMetrix provides world class investment management with world class technology,” Brandon Zietsman, chief executive of PortfolioMetrix said.
“We are excited to join FEIFA and by the opportunities it brings us in terms of reaching advisers operating across the Continent. With strong businesses operating in the UK, South Africa and Eire we are well placed to meet the challenges faced by advisers looking to deliver cutting-edge solutions for their clients,” Zietsman said.
FEIFA chief executive Paul Stanfield said PortfolioMetrix blends the convenience of model portfolios with the ability for advisers to customise investments to exactly fit their clients’ needs.
“This frees up their time and enables them to focus on the larger business picture, rather than worrying about investment management, administration, performance and reporting,” he said.
FEIFA is a non-profit trade association for English-speaking advisers based or operating on the European mainland. Its membership is active in more than 25 countries across the Continent, with cumulative assets estimated to be around €4bn (£3.1bn, $4.5bn).
