Entities have the ability to establish a standalone pension plan which empowers them to maintain full control and ownership of the plan.
Financial Consultancy
PMI offers financial planning consultancy services that provide expert guidance in designing and implementing customized financial solutions tailored to meet clients' desired needs and goals.
Multi-Jurisdictional Pension Plan
For entities that operate in several jurisdictions, establishing a Multi-Jurisdictional Pension Plan offers a solution that addresses regulatory requirements in each jurisdiction in which the entity operates.
Private Wealth Management
Through expert guidance and tailored strategies, PMI provides personalized wealth management services focused on preserving and growing clients' financial assets.
Financial Solutions, Delivered!
Multi Employer Pension Plan
Multi-Employer Pension Plans offer entities a customizable solution using one master structure where entities that possess similar characteristics join the plan via a Deed of Adherence.
Investment Advisory Services
PMI offers comprehensive investment solutions, utilizing expert analysts and a state-of- the-art trading floor to provide tailored financial strategies for private wealth portfolios, corporate accounts, foundations, endowments, and family offices.
Governance and Compliance Support
PMI develops and enhances governance frameworks and ensures regulatory adherence, while maintaining international best practices.
PMI provides tailored financial solutions, for governments, corporate entities, family offices and individuals.
PMI hosts financial seminars that cover a range of topics, from investment basics to advanced wealth management strategies. These seminars offer valuable insights from experts and provide attendees with the tools and knowledge to confidently navigate the financial landscape.
Periodic Reviews of Wealth Management Structure
Our periodic reviews ensure that all financial engagements remain aligned with client’s objectives, whilst adhering to all regulatory standards. Our reviews help clients maintain optimal asset management strategies, ensuring that management of the assets remain effective and up to date.
Employee Educational Sessions
Our employee educational sessions are designed to enhance financial literacy and understanding of pension and investment options. PMI equips employees with the knowledge needed to make informed financial decisions and maximize their retirement and wealth management benefits.
Trustees Training
PMI offers specialized training for trustees to enhance their understanding of fiduciary responsibilities, governance practices, and regulatory compliance. Our training empowers trustees to manage pension and investment plans effectively, ensuring they are well-prepared to fulfil their roles.
Independent Evaluations of Plans Registered in various Jurisdictions
PMI conducts independent evaluations of pension and financial plans across multiple jurisdictions, ensuring they meet regulatory requirements and perform as intended. Our assessments provide clients with unbiased insights into plan effectiveness, compliance, and areas for improvement.
Watchdog Services for Social Protection Systems
With a commitment to social responsibility, PMI offers watchdog services to oversee social protection systems and other investment structures, ensuring transparency, efficiency, and compliance with established protocols. We provide oversight to safeguard the integrity of these systems, protecting beneficiaries and supporting operational sustainability. For companies investing in public financial markets, PMI is able to validate investment performance using back-testing and comprehensive analytics.
Economic Substance
PMI assists companies in achieving economic substance by aligning their operations with jurisdictional requirements. Our services support clients in demonstrating economic presence, ensuring compliance with local regulations and international standards.
Compliance and Governance
PMI establishes governance frameworks for clients who seek wealth management structures and Pension Plans, ensuring compliance with all regulatory standards. Our team ensures that your organization’s fiduciary responsibilities are met and are sustainable, whilst promoting transparency, accountability, and operational efficiency.
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