Discretionary Management  

PortfolioMetrix plans to expand globally

PortfolioMetrix plans to expand globally

Discretionary investment manager PortfolioMetrix is looking to expand around the globe during 2017.

The British company has expanded its team to achieve this by hiring Gordon Butchers to the new role of global marketing manager.

His role has been created to support PortfolioMetrix’s UK growth plans plus its expansion within and outside its existing territories of Britain, South Africa and Ireland over the course of the year.

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Mike Roberts, PortfolioMetrix UK managing director, said: “Our blend of user-friendly technology with high integrity investment expertise enables advisers to offer tailored investment solutions to all types of clients quickly and efficiently yet remain central to the process.

“It is a model that is proving popular with advisers across a range of territories and we have created the new role with the aim of coordinating our marketing effort to capitalise on what is, at present, a unique offering.”

The UK business marks its four-year anniversary this month while the South African arm has been operating for six years, with the Dublin-based office active since 2015.

Mr Butchers previously held senior marketing positions at Intelliflo and international accountancy software provider Adra.

He also worked at Cofunds, two insurance providers plus specialist financial services marketing firms.

Dave Chessell, PortfolioMetrix distribution director, said: “We’re delighted to welcome Gordon to the team.

“His experience gives him a deep understanding of the impact of technology on the financial advice industry and the demand for solutions that allow adviser firms to grow effectively and efficiently.”