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Members of PIMFA WealthTech

The official trade body for the wealth and financial advisory sector.

Shaping the Future of Wealth Management Technology

PIMFA WealthTech is part of the Personal Investment Management & Financial Advice Association (PIMFA), the trade body for the wealth and financial advisory sector spanning 13,000 regulated firms that collectively manage the interests of almost £2 trillion.

As a recognised authority in the industry, PIMFA WealthTech brings together financial professionals, technology experts, and thought leaders to foster collaboration and drive advancements in wealth management solutions.

PIMFA WealthTech Innovation Hub

PIMFA WealthTech’s Innovation Hub is a unique space where we engage with like-minded professionals and industry leaders. This platform fosters collaborations that drive innovation and stay abreast of emerging technologies that are reshaping the wealth management industry.
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Wealth Industry Insights and Best Practices

As participants and contributors to PIMFA WealthTech events and initiatives, we provide valuable insights into best practices, regulatory developments, and emerging trends, ensuring that our clients benefit from the latest advancements in the field.
Insights
Latest Insight

Wealth Management MIS

Building a Universal Client-Centric Solution
The Wealth Management division of a major European Investment Bank engaged Calimere Point to deliver a global client MIS solution. To achieve this, we employed a robust comparative analysis of client pricing and activity. This strategic approach empowered us to pinpoint potential revenue avenues for our valued clients. See how we achieved total optimisation.

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Peter Griffiths

Co-Founder & CEO
Peter is the co-founder and CEO of Calimere Point and has been with the firm since its inception in 2009. Prior to founding Calimere Point he spent the first 15 years of his career in Investment Banking, working within trading, structuring and risk management disciplines across a number of asset classes. Peter has a Masters in Finance from London Business School, a BSc in Economics and Finance from Oxford Brookes University and is a qualified accountant (CIMA qualification).

Dominique Nelson-Esch

Chief Marketing Officer

Dominique is a multi-disciplinary visual designer, communications and brand strategist, with a two-decade journey in collaborating with startups and SMEs. Her portfolio includes consulting for over 100 businesses globally, where she managed branding, design, and digital communications.

Dominique’s extensive background in financial services equips her with a nuanced understanding of our industry landscape, including 14 years in financial services, holding key roles such as Head of Portfolio Risk Audit and Niche Portfolio Management for major Insurers.

In her current role as Chief Marketing Officer (CMO) at Calimere Point, Dominique focuses on strategically positioning and promoting the firm. Her goal is to enhance brand awareness and establish market leadership through innovative marketing strategies that highlight Calimere Point’s expertise in delivering impactful data-driven solutions.