About Parmenion

In times of volatile markets and with potentially thousands of funds to chose from, many investors now chose to have their ISA portfolio managed by investment specialists.

Parmenion Capital Partners is a privately owned company dedicated to the investment management of portfolios on behalf of private investors. We undertake the responsibility for both building the initial portfolio of investments required to help investors meet their investment objectives and the ongoing responsibility of monitoring performance and switching investments as required.

Specialising in the research of unit trusts and Open Ended Investment Companies (OEICS), our managers run a series of distinct portfolios designed to meet a number of different objectives whether you are a cautious or an adventurous investor; monitoring your portfolio each and every day, researching new investment possibilities, selling underperforming assets and purchasing such new funds as our investment managers determine best able to meet the objectives of the portfolio in which you chosen to invest.

Investment Management

All portfolios are managed discretionarily. This means that investments decisions are taken in accordance with the investment mandate you select without prior reference to yourself. It is important therefore that the investment portfolio you select is appropriate to your own requirements, and you should read carefully the information given in our Guidance Notes. Parmenion cannot advise you as to the suitability of either your ISA investment or the mandate under which your ISA will be invested and you may wish to consider taking independent advice.

Portfolio Choices

Parmenion offer to manage your ISA in accordance with five potential investment mandates from the Cautious Portfolio, which offers a lower potential return and a correspondingly lower chance of loss, to the Adventurous Portfolio which offers the possibility of a high return but a significantly greater likelihood of loss.

Capital Rewards Plus have prepared a Risk Profile Questionnaire which may help you in determining your appropriate level of risk and the corresponding portfolio. Answering these various questions results in a score of between 60 and 300. Capital Rewards Plus suggest that those scoring within the ranges given below should consider the following portfolio choices:

Click here to take the simple Risk Profile Questionnaire. Please note that the questionnaire is for your own guidance only and should not be constituted as us providing you with Financial Advice, by transacting business on this basis you will be doing so on a purely transactional basis and therefore have no right to complain if the investment does not perform how you expected it to. Note that the value of units in any investment of this nature can fall as well as rise and past performance should not be seen as a guide to future performance.

Monitoring Your Portfolio

In addition to a six monthly paper statements, we will also provide you with a user name and password for our website where you will be able to view the full details of your portfolios, including valuations and transactions. To apply for the Parmenion Discretionary ISA please follow the links on this page to complete an online application. If you have any queries or require more information, please call our Implementation team on 01225 731 382.