P1 Investment Services

We've been shortlisted! Great seeing the P1 Platform shortlisted in the Money Marketing Awards 2026 for Best Platform, alongside some of the best known in our industry, Parmenion, Quilter, Scottish Widows and Transact. It's great to see the hard work of the platform team recognised. Good luck to everyone and we look forward to seeing the results on the 10th September.

You didn't build your firm to outsource your thinking. The investment philosophy belongs to you. So do the client relationships, and the name above the door. What if you could keep hold of all that and still pass the operational weight of running portfolios to someone else? That's the idea behind P1's Mandated Model Portfolio Service. You design a suite of discretionary portfolios around your firm's philosophy, and you stay strategically involved through quarterly Investment Committee Meetings. Our Defaqto gold-rated team takes care of the research, fund selection, rebalancing and reporting, quietly, in the background, under your brand. Whether your approach is active, passive, blended or ethical is entirely up to you. We just handle the admin behind it. Find out more: https://lnkd.in/eRsauy3j

Writing an annual review takes 30 to 120 minutes on average. Multiply that across your whole book and it becomes one of the biggest drains on your time. Our Report Pilot generates complete, client-ready review packs instantly. Performance, forecasts, transactions and charges are all compiled and formatted into a professional PDF before you'd have finished pulling the first spreadsheet. At P1, we're always about Advice, Not Admin.

As extreme weather events increase in frequency, so does scrutiny of corporate climate liability. Quintin Rayer shares his analysis...

Great to see our latest appointments featured by FT Adviser and Tara O'Connor. Welcome to Joanne Benson and Emma Clarke, Chartered MCSI, our two newest investment managers.

Five years from now, the biggest change to financial advice will be... let us know your thoughts down below!

Your client base has many different needs. Accumulators, retirees, ESG-minded investors, cost-conscious clients, those parking cash before a big decision. No single portfolio can serve all of them well, and under Consumer Duty, advisers need to evidence that the solution genuinely fits the client in front of them.   That's why our model portfolio range spans six distinct propositions, all built on the same StrataFolio methodology. Same rigour, same oversight, different objectives. So advisers can match each client to a portfolio that genuinely reflects their goals, values and stage of life, without leaving the proposition.

Read our latest press release on our New Investment partners Joanne Benson and Emma Clarke, Chartered MCSI. Read the article here: https://lnkd.in/eURjJD7c

The biggest companies today won't necessarily be the biggest tomorrow. It sounds obvious when you say it out loud, but portfolio positioning often quietly assumes the opposite. Today's index leaders feel permanent, until you look back at the top companies from twenty years ago and realise how few names still sit there. Five largest S&P 500 constituents by market cap over the last 20 years: - 2026: Nvidia, Apple, Microsoft, Alphabet, Amazon - 2016: Apple, Alphabet, Microsoft, ExxonMobil, Berkshire Hathaway - 2006: ExxonMobil, General Electric, Microsoft, Citigroup, Bank of America In our Q2 investment outlook webinar, Will Dickson explored what that means for advisers. Not predicting which names fade but questioning how much of a portfolio's expected return depends on today's leadership staying intact. The replay is available now, link in the comments. This does not constitute financial or investment advice

April was dominated by a renewed energy shock. Escalating geopolitical tensions in the Middle East, alongside disruption to shipping through the Strait of Hormuz, became the key driver of market direction. Oil prices reacted sharply, with Brent crude briefly moving above $120 per barrel. This fed directly into inflation expectations and unsettled bond markets, just as conditions had begun to stabilise. Equity markets were mixed. US indices reached fresh highs during the month, supported by strong technology earnings and continued enthusiasm around AI-related investment. However, momentum faded later in April as higher energy prices began to weigh on sentiment. Concerns increasingly focused on: - Corporate margins under pressure from higher input costs - Potential slowdown in consumer demand - A more cautious central bank policy outlook Fixed income markets came under renewed pressure. Rising oil prices pushed inflation expectations higher and lifted long-dated yields across developed markets. The dominant theme was the risk of more persistent inflation in an environment of elevated government borrowing and limited policy flexibility. Central banks remained cautious. - The Federal Reserve held rates at 3.50%–3.75% - The Bank of England also held at 3.75%, highlighting energy-driven inflation risks - The European Central Bank faced a similar challenge, with inflation rising to 3% despite weak growth conditions The impact across regions was uneven. Energy producers and commodity-linked sectors benefited, while energy-importing economies, particularly in Europe and parts of Asia, came under renewed pressure. Emerging markets remain especially exposed to higher imported energy costs. Gold remained supported by geopolitical uncertainty and central bank demand, although higher real yields limited upside. Overall, sentiment has started to shift. While optimism around earnings and structural growth themes such as AI remains intact, it is increasingly being challenged by the return of energy-driven inflation and tighter financial conditions. Markets are not yet pricing a recession, but the balance of risks has clearly deteriorated.