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PIMFA WealthTech has been created as a next generation digital marketplace and industry network to drive innovation and enhance collaboration between WealthTechs and wealth management and advice companies, fulfilling one of the key objectives set out in PIMFA’s manifesto to enable digital business transformation through the development and adoption of market-leading technology.
Against a backdrop of changing customer expectations and needs, regulatory fines, Dear CEO letters and frequent regulatory announcements, the need for Wealth Managers, Private Banks, and Financial Advice and Planning…
SDR – The Devil’s in the Timeline The recent Financial Conduct Authority (FCA) consultation on implementing the Sustainability Disclosure Requirement (SDR) rules for Portfolio Management has shown that the devil…
PIMFA is trade body provides members with essential policy support, market intelligence, events and promotional opportunities, industry insight and much more. Our mission is to create an optimal operating environment so that our member firms can focus on delivering the best service to their clients, providing responsible stewardship…
Read our weekly e-newsletter delivering news and current affairs from within PIMFA and around the industry. It also provides future insight on upcoming events and important information for members to…
PIMFA works with our membership on numerous key issues within our industry to gather vital feedback via various initiatives such as the PIMFA Groups (i.e. our committees, working parties & forums) to inform and develop consultation responses on behalf of our member firms to the regulator, government and many others.
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