P1 Timeline
P1 is born
Launched P1 Investment Management to give our advice clients better investment options. But we quickly realized the real problem wasn't investment management, it was the platforms delivering them. That insight changed everything.
P1 Timeline
The Platform is launched
Four years of running our DFM service taught us exactly what platforms get wrong: manual processes that waste hours, opaque pricing that's impossible to justify to clients, and reports that look dated. In 2020, we built P1 Platform to fix each of these.
P1 Timeline
First Billion AUM
In 2025 the platform reached it's first billion in assets under management.













