Asset Management

PMI is a premier financial services provider that specializes in delivering tailored asset management, wealth management, and advisory solutions to both corporate and private clients. With a deep commitment to helping our clients achieve their financial goals, we offer personalized strategies designed to align with their unique objectives. At PMI, we take pride in being trusted financial stewards, with a focus on safeguarding and growing our clients’ wealth.

Our mission is to ensure that every client’s financial well-being is our foremost priority, providing them with the expertise, tools, and support needed to navigate an ever-changing financial landscape.

Investment Insights
Team of qualified and seasoned investment professionals
Global market access
Separate managed accounts
Sustainability
State of the art trading floor
Timely and cost-effective execution.

Our Investment Solutions

Asset Management + -

We offer discretionary portfolio management services utilizing multi-asset mandates namely across publicly traded equities, fixed income and alternative investments. This is facilitated through a separate managed account platform wherein our clients retain direct ownership of their assets at all times. Each account is tailored to meet your unique goals within an appropriate risk framework.

Wealth Management + -

We actively work with you to preserve and grow your wealth while ensuring all your short and long-term financial considerations are being met throughout your various life stages. Thereby, giving you the peace of mind that your future financial wellbeing is intact.

Investment Advisory + -

We provide advisory services to corporate clients across various areas e.g. cash management, debt management and Investor Policy Statement (IPS) development as well as verification/back testing/attributional analysis of third-party investment strategies.

Why Choose PMI?

Our team of investment professionals specialize in delivering personalized investment solutions varying in complexity and highly dependent on your unique financial situation. We take the time to gain a deep understanding of your unique goals and considerations and will structure the account to meet your return objectives within your pre-determined level of risk tolerance.

PMI delivers tailored investment solutions to meet diverse client needs. Here’s why we stand out:

Global Reach, Focused Expertise

While predominantly US focused, PMI also accommodates global mandates, including but not limited to Europe and UK, offering global accessibility.

Multi-Asset Strategies

Our experienced team integrates top-down macro insights with bottom-up security analysis, addressing both risks and opportunities.

Advanced Quantitative Tools

We enhance decision-making with models for:
• Risk management
• Asset allocation
• Idea generation
• Portfolio Optimization

In-House Expertise

From research, analysis, and asset allocation to portfolio implementation, our processes are fully integrated, supported by real-time global data and a sophisticated trading floor.

Separate Managed Account

Through our segregated managed account platform, clients retain direct control and ownership of their investments.

Compliance and Governance Standards

PMI is committed to upholding the highest standards of compliance, governance, and ﬁduciary responsibility, ensuring that every client’s assets are managed with documented evidence, embracing integrity and accountability.