PortfolioMetrix
- Company typePrivate
- Founded2010
- HeadquartersJohannesburg, South Africa
- Headcount51–100
- GTM typeB2B
- OfferingServices
What PortfolioMetrix does
PortfolioMetrix is a private investment management platform that operates as an outsourced investment partner for independent financial advisers (IFAs) and wealth management firms in South Africa and the United Kingdom. Founded in 2010 and headquartered in London with its operational roots in Johannesburg, the firm is regulated by the FCA in the UK (No. 564162) and under the FAIS Act in South Africa (FSP No. 42383), operating through a multi-entity group structure that includes holding, operating, and shared-services subsidiaries. Its offering combines discretionary fund management (DFM) services, model portfolios, and a range of pooled multi-asset and single-asset-class unit trusts, including Regulation 28-compliant and unconstrained funds, distributed exclusively through financial adviser channels.
The company's technology layer centres on three proprietary tools: WealthExplorer™, a risk-profiling and portfolio visualisation platform described as award-winning; PMX Edge™, a portfolio communication tool; and the Financial Personality Assessment, which was voted the UK's best risk profiling tool. The investment range also includes the offshore RL Global Government Bond fund, launched in October 2025 in partnership with Royal London Asset Management (RLAM) and managed by PortfolioMetrix's Gareth Hill and Paul Rayner, and an EU/Ireland distribution arrangement via Conexim Advisors Limited. Fund-of-funds structures draw on ten underlying managers including 36One, Catalyst, Coronation, Fairtree, and Ninety One.
PortfolioMetrix generates revenue through recurring management fees on assets under management, across both UK and South African regulated entities, with pricing not publicly disclosed. The go-to-market is sales-led and partnership-driven, targeting mid-market and SMB adviser firms through a dedicated Partner Group team, complemented by content marketing (268 published blog posts), industry events, and an adviser community. Reported customer outcomes emphasise operational efficiency (e.g., enabling advisers to operate in 2.5 days per week) and consistent risk-calibrated investment performance, validated by Raging Bull Awards and decade-long adviser relationships.
PortfolioMetrix firmographics
Firmographics- Name
- PortfolioMetrix
- Legal name
- PortfolioMetrix Asset Management Ltd
- Website
- https://portfoliometrix.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
PortfolioMetrix industry classification
Industry- Product category
- Discretionary Fund Management (Wealth Management / Investment Management)
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Model Portfolio & Portfolio Construction Engines (FSAGAEAD)
- akta.pro secondary industries
- Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD), Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Discretionary Portfolio Management (Retail) (FSAAAAAH)
Keywords
Where PortfolioMetrix is headquartered
LocationHeadquarters
- HQ city
- Johannesburg
- HQ country
- South Africa
- HQ region
- Africa
Offices4 records
Markets served
PortfolioMetrix business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Discretionary Fund Management (DFM) Services: PortfolioMetrix provides outsourced investment management to financial advisers, managing model portfolios and multi-asset funds on behalf of adviser businesses. Revenue is generated through management fees charged on assets under management.
- Multi-Asset Funds: PortfolioMetrix manages a range of unit trusts including balanced, cautious, moderate, income, and unconstrained multi-asset funds, as well as single asset class funds (SA equity, bonds, property, global equity, global property, global bonds). Revenue is generated through annual management fees in line with Regulation 28 compliance.
Go-to-market motion2 records
Distribution channels4 records
Marketing channels4 records
PortfolioMetrix product offering
Product offeringCore offering
PortfolioMetrix provides outsourced discretionary investment management to financial advisers, offering risk-profiled model portfolios, multi-asset and single asset class funds, and proprietary adviser-facing technology (WealthExplorer™, PMX Edge™) for risk profiling and portfolio visualisation. The firm functions as a Discretionary Fund Manager (DFM) partner, taking on portfolio construction, asset allocation, and ongoing investment management so that advisers can focus on client relationships and business growth.
Product overview
PortfolioMetrix operates as an investment partner for financial advisers, combining a technology platform with investment management solutions. The core offering consists of three proprietary technology tools — WealthExplorer™ (award-winning risk visualisation and communication platform), PMX Edge™ (portfolio visualisation tool), and a Financial Personality Assessment (risk profiling tool) — alongside a range of pooled investment funds and model portfolios. The investment range includes South African Reg 28 compliant multi-asset funds, unconstrained multi-asset funds, single asset class funds, and global feeder funds covering equities, bonds, and property. These are distributed exclusively through financial advisers as a Discretionary Fund Manager (DFM) partner.
Differentiator
Problem solved
Functional benefit
Brands
- WealthExplorer™: Award-winning technology platform that provides a unifying framework translating behavioural, investment, and financial risks into a common language for financial advisers
- PMX Edge™
Products and services
- WealthExplorer™ Award-winning proprietary technology platform that provides a unifying framework translating behavioural, investment, and financial risks into a common language for financial advisers and their clients. Used for risk profiling and portfolio visualization within the advice process.
- PMX Edge™ Powerful, user-friendly portfolio visualization tool that helps financial advisers display and explain portfolio positions and performance to clients, supporting the advice process.
- PMX Funds (South Africa) Range of multi-asset and single asset class unit trust funds for South African investors, including balanced, cautious, moderate, income, and unconstrained multi-asset funds, as well as single asset class funds covering SA equity, bonds, property, global equity, global property, and global bonds. Includes Reg 28 compliant and unconstrained options.
- PMX Model Portfolios Risk-profiled model portfolios (Profile 1-7) available as Reg 28 compliant and discretionary options, enabling financial advisers to implement diversified client portfolios aligned to each client's risk tolerance.
- RL Global Government Bond Fund Offshore global government bond fund managed by PortfolioMetrix in partnership with Royal London Asset Management (RLAM), distributed via RLAM's network. Invests across government bonds in the UK, US, Japan, Europe, Canada, and Australia to exploit cross-market inefficiencies.
- Financial Personality Assessment (Risk Profile Assessment) Globally acclaimed risk profiling tool that assesses client risk tolerance and financial personality, voted the UK's best risk profiling tool, used to calibrate portfolios to individual investor risk tolerance within the advice process.
Quantifiable outcome
- Efficiency gains enabling advisers to reduce workload to 2.5 days per week
- +1 more outcomes
Companies that use PortfolioMetrix
Customer profileNamed customers9 records
Segments2 records
Ideal customer profiles2 records
PortfolioMetrix technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
PortfolioMetrix partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core and minor.
- Royal London Asset Management (RLAM)coreRoyal London Asset Management partnered with PortfolioMetrix to launch the RL Global Government Bond fund. The fund invests across global bonds from the UK, US, Japan, Europe, Canada, and Australia, aiming to exploit cross-market inefficiencies. Managed by Gareth Hill and Paul Rayner from PortfolioMetrix.
- Conexim Advisors LimitedminorConexim Advisors Limited is authorised and regulated by the Central Bank of Ireland. PortfolioMetrix Asset Management Limited UK provides portfolio management services to Conexim under an outsourced portfolio management agreement. As PMAM is not authorised as an investment firm in the EU/EEA, it does not provide investment services directly to retail or opt-up professional clients in Ireland. Conexim remains fully responsible for implementation.
Scale indicators3 records
Recent moves7 records
Expansion highlights5 records
PortfolioMetrix competitors and assessment
Company assessmentBroad incumbents
- Morningstar Investment Management: Global investment manager offering model portfolios, multi-asset strategies and portfolio construction tools to advisers and institutions. Comparable technology-and-portfolio-construction DNA but at significantly larger scale.
- Quilter Investors: UK wealth manager and DFM with extensive multi-asset fund range and adviser-focused distribution. Comparable business model but operates at substantially larger AUM scale with broader platform integration.
- Rathbones Group: UK wealth manager providing discretionary investment management to private clients, charities and advisers. Comparable DFM-for-advisers proposition but at materially larger scale with full wealth management overlay.
- Abrdn (formerly Aberdeen Standard Investments): Global asset manager offering multi-asset portfolios, model portfolios and DFM services to advisers and institutions. Comparable product overlap but at vastly greater scale and with different cost structure.
Regional players
- Sanlam Investments: Major South African multi-manager and DFM operating through adviser channels, with multi-asset fund ranges similar to PortfolioMetrix's PMX Funds. Comparable on product set but serves primarily the SA market at much larger scale.
- Coronation Fund Managers: Leading South African asset manager offering multi-asset and single-asset funds, also a previous Raging Bull Award winner. Comparable on product mix and SA market positioning but listed and considerably larger.
Direct peers
- Tatton Investment Management: UK-based DFM offering model portfolios and discretionary fund management exclusively through financial advisers. Similar boutique scale, IFA-only distribution, and recurring AUM-based revenue.
- Seven Investment Management (7IM): UK-based multi-asset manager and DFM serving financial advisers with model portfolios and discretionary funds. Directly comparable in target market, product mix (multi-asset funds, risk-profiled model portfolios) and adviser-only distribution.
- P1 Investment Management: UK DFM providing risk-graded model portfolios and discretionary management to IFAs. Highly comparable boutique DFM model with proprietary technology for adviser integration.
Emerging players
- Fundment: UK-based model portfolio and DFM platform targeting financial advisers with technology-led onboarding. Comparable product niche and adviser-only focus but earlier stage with a more platform-centric technology approach.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
PortfolioMetrix social profiles
Digital presencePortfolioMetrix compliance and trust
Trust signalCompliance5 records
PortfolioMetrix financial estimates
Financial estimateRevenue estimate
Valuation estimate
PortfolioMetrix leadership team
Management profileNumber of profiles
Profiles14 records
PortfolioMetrix subsidiaries and ownership
Company hierarchySubsidiaries4 records
PortfolioMetrix funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PortfolioMetrix M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about PortfolioMetrix
What does PortfolioMetrix do?
PortfolioMetrix provides outsourced discretionary investment management to financial advisers, offering risk-profiled model portfolios, multi-asset and single asset class funds, and proprietary adviser-facing technology (WealthExplorer™, PMX Edge™) for risk profiling and portfolio visualisation. The firm functions as a Discretionary Fund Manager (DFM) partner, taking on portfolio construction, asset allocation, and ongoing investment management so that advisers can focus on client relationships and business growth.
Is PortfolioMetrix a public or private company?
PortfolioMetrix is a private company. It is classified as unknown and is currently operating.
When was PortfolioMetrix founded?
PortfolioMetrix was founded in 2010. It employs 51 to 100 people.
Where is PortfolioMetrix based?
PortfolioMetrix is headquartered in Johannesburg, South Africa, in the Africa region.
How does PortfolioMetrix make money?
Two revenue lines are on record. Discretionary Fund Management (DFM) Services are the primary driver. The others are multi-Asset Funds.
Who are PortfolioMetrix's main competitors?
Broad incumbents on record are Morningstar Investment Management, Quilter Investors, Rathbones Group and Abrdn (formerly Aberdeen Standard Investments). Regional players are Sanlam Investments and Coronation Fund Managers. Direct peers are Tatton Investment Management, Seven Investment Management (7IM) and P1 Investment Management. Fundment is listed as an emerging player.
Does PortfolioMetrix have an API?
No public API is recorded for PortfolioMetrix.
What industry is PortfolioMetrix in?
PortfolioMetrix's product category is Discretionary Fund Management (Wealth Management / Investment Management). Its primary akta.pro industry code is FSAGAEAD, Model Portfolio & Portfolio Construction Engines, with a secondary code of FSAAAJAD, Target-Risk / Risk-Profile Model Portfolios. Its NAICS code is 523940 and its SIC code is 6282.