P1 News

New Vulnerability Marker on The P1 Platform

In line with evolving regulatory standards and the FCA’s emphasis on Consumer Duty, we have recently implemented a “vulnerability marker”…

Investment Commentary – September 2024

The equity market recovery from the July selloff continued in September, although volatility remained high. The equity market optimism is…

Albion Strategic Consulting partners with P1 Investment Services to launch discretionary version of smartersuccess™ service

Albion Strategic Consulting (Albion), a leading independent investment consultancy, has announced a strategic partnership with P1 Investment Services (P1) to…

How Does P1 Make a Difference: Our 2024 Engagement Report

Download our 2024 Engagement Report  At P1 Investment Services, we believe that asset and wealth managers have a crucial…

Investment Commentary – August 2024

August saw a dramatic equity market selloff and rapid recovery, breaking what had been a relatively steady rise from October…

P1 Platform expands adviser choice by adding award-winning DFM PortfolioMetrix

P1 Investment Services has today added PortfolioMetrix, the award-winning, discretionary fund manager (DFM), to its platform. PortfolioMetrix will launch 28…

P1 Platform builds out service to accelerate report writing and client disclosures

P1 Investment Services has launched the Investment Proposal Generator for financial advisers and investment managers using the P1 Platform. The…

Investment Commentary – July 2024

Markets changed in July. Following an almost uninterrupted rise since 2022 lows, the so-called “Magnificent 7” stocks dramatically underperformed in…

P1 Platform and Firenze partner to open up Lombard Loans to financial advisers and their clients

P1 Investment Services, operator of the P1 Platform, has announced a partnership deal with Firenze to offer digital Lombard loans…

Investment Commentary – May 2024

Following April’s shallow drawdown, equity markets rose in May extending a rally that has now persisted over seven months. Equity…