Psigma Investment Management Revenue and Competitors

Please note that following Government advice, all our staff are now working from home and fully operational online. \n\nWe ask you to please avoid sending post to our offices for the time being, and instead make use of email and scanned documents where possible.\n\nAbout\n\nWe are a privately owned Discretionary Fund Manager providing award-winning discretionary investment portfolio management for private clients, charities, trusts and pension schemes. In order to deliver value to our clients, we focus on delivering real returns through our inflation plus strategies; an approach adopted since our launch in 2002. \n\nOur Services\n\nDiscretionary Investment Portfolios: Minimum investment £250,000\nManaged Portfolio Service: Minimum investment £50,000\n\nAvailable through financial advisers and via 7IM, Standard Life, Fidelity Funds Network, Ascentric, Transact, Aviva and Fusion platforms \n\nOur Managed Portfolio Service is risk mapped to Dynamic Planner and Risk Rated by Defaqto \n\nSpecialities\n\nDiscretionary Investment Management, Risk Rated Portfolios, Managed Portfolio Services and Inflation-Plus Investing. Our clients are also able to access specific single asset expertise through our innovative Fixed Interest Portfolio, our Balanced and Multi Cap Equity strategies and our AIM IHT Portfolio.\n\nWhy Psigma \n\nWe pioneered the use of ‘Inflation-plus’ investing for clients and have been at the forefront of the move to multi asset investing. This diversified approach to investing has been instrumental in delivering real returns with lower volatility. We also believe that having a flexible and forward thinking investment process sets us apart from the competition. Being rigorous and thorough is a prerequisite, but the ability to adapt and act quickly is vital in capturing value for clients and conversely having the ability to protect their investment in falling markets.\n\nPsigma Investment Management is a trading name of Punter Southall Wealth Limited.