The return of The P1PELINE

The P1 Monthly Newsletter is back after a short pause. Refreshed, refocused, and landing on the 5th of every month (because even our newsletter run on the financial calendar).

While investors debate whether we’re in a bubble or not (consensus is we are) and advisers try to interpret every controlled leak from 11 Downing Street as to the Budget, the P1 team has stayed firmly on course, driving growth across our Investment Management and Platform divisions. Here’s your quick rundown of what we’ve been up to this month.

Investment Management News

P1 DFM are now live on Hubwise

P1 Investment Management is now available on the Hubwise Platform, expanding access to our portfolios through efficient, integrated investment technology.

This integration combines P1’s independent investment solutions with Hubwise’s investment technology, offering a more efficient and connected experience designed in response to adviser needs. Advisers can now use P1 Investment Portfolios for their clients.

The addition of P1 portfolios to Hubwise represents another step forward in our mission to make high-quality, low-cost investment management accessible through increasing platform availability.

P1 Joins the FAIRR Initiative

We are pleased to announce that P1 has joined the FAIRR Initiative, a leading collaborative investor network dedicated to identifying and addressing the environmental, social and governance (ESG) risks associated with intensive animal agriculture.

FAIRR’s global network includes many of the world’s most respected financial institutions, such as J.P. Morgan, Schroders, Legal & General, and Aviva Investors, promoting more sustainable and responsible investment practices.

From climate change to biodiversity loss and labour standards in the food industry, these issues are not just matters of ethics; they carry real financial implications. The better we understand these risks, the better positioned we are to make sound, future-focused investment decisions.

At P1, we’ve always believed in empowering advisers with high-integrity investment options, whether through our low-cost ethical portfolios or our dedicated ethical fund. Joining FAIRR is one more way we’re helping our clients who want to invest with purpose and without compromise.

Explore more here

We welcomed Sean Wenyika to the team

Sean Wenyika joins P1 Investment Management as an Associate Investment Manager. Sean’s appointment strengthens our investment team and reinforces our ongoing commitment to excellence in portfolio management and governance.

Sean brings a wealth of experience across accounting, audit, and corporate finance, providing a strong analytical foundation for his work in investment oversight. His expertise in financial controls and performance analysis complements P1’s process-driven approach to portfolio construction and management.

In his new role, Sean will be closely involved in portfolio oversight, investment process development, and governance, ensuring that every decision reflects our principles of transparency, discipline, and client focus.

Platform News

Pacific Asset Management join the Platform

Pacific Asset Management (PAM) has joined the P1 Platform, further expanding the range of high-quality investment solutions available to advisers and their clients.

PAM joins a growing list of leading discretionary fund managers (DFMs) offering model portfolio services through P1. This collaboration enhances the choice, flexibility, and accessibility of professionally managed portfolios on our platform, allowing advisers to deliver tailored investment solutions aligned with a broad spectrum of client goals and risk profiles. Find out from Shaun which portfolios were added.

The addition of PAM reinforces P1’s commitment to building a truly open and connected investment ecosystem, where advisers can access a wide range of strategies.

Lombard Lending now available

With the availability of Lombard lending on the P1 Platform through our partnership with Firenze, advisers and clients now have access to new financial solutions for tax and inheritance planning.

This collaboration enables eligible clients to access liquidity against their GIA or ISA portfolios (valued at £130,000 or more), providing a flexible source of funding without the need to sell investments or disrupt long-term financial strategies.

Lombard lending offers clients the ability to unlock portfolio value for purposes such as funding short-term opportunities, managing cash flow, or financing lifestyle goals, all while maintaining their market exposure and investment objectives.

Want to learn more? Get in touch with our team and we can give you a demo, or read more about Lombard Loans here.