Helm Godfrey has chosen discretionary investment management (DIM) firm PortfolioMetrix as its centralised investment proposition provider, with a view to offering "flexible investment options" for clients.
The IFA firm said it had chosen PortfolioMetrix because it complemented its own investment process and it believed its broad range of available investment approaches would be suitable for around two-thirds...
Caring for children and elderly relatives
Similar to June 2007
Square Mile’s series of informal interviews
Fine reduced to £60,000
Two roles created