About Us: Mission Statement - Why we exist - a community of Directors and Business Professionals who provide solutions for the SME market place on a part-time or project basis. Members’ Value Added Proposition - PortfolioExec is a membership organisation that helps professionals who are looking to build a client portfolio. We promote peer to peer learning, business opportunities, comradeship, collaboration, support, continual professional development and friendship in a relaxed environment. SME Value Added Proposition - We provide affordable, flexible expertise to SMEs. Our directors become the trusted advisers and the route to a range of solutions using the skills and expertise within PortfolioExec. Our Members are defined by 4 key values: professionalism, integrity, approachability, pedigree About You: Be part of a network with focus and drive – you have targets … so do we! • You’re looking to develop or add to a ‘portfolio’ of interests in the owner-managed SME sector as a Coach/Mentor, Project Manager, Interim, Equity Investor or Non Executive Director (Associate Membership) and you are available • You specialize in a particular area of business support or consultancy and are looking to expand your client base • You are a professional firm within the SME space and wish to add value to your offering and find new clients through networked referral (Corporate Membership – protected & exclusive categories) • You can offer and benefit from Sponsorship support (we’d love to hear from you) To find out more about becoming a member of PortfolioExec or about how our professionals can help your business, please contact Anita Shaw on anita@portfolioexec.com.
| Website | https://portfolioexec.com/ |
| Employees | 7 (1 on RocketReach) |
| Founded | 2008 |
| Phone | +44 7807 597570 |
| Technologies |
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| Industry | Business Consulting and Services, Business Services General, Business Services |
| Keywords | Fractional Leadership, Board Members, Business Advisors, Sme Consulting, Interim Management, Leadership Consulting, Management Consulting, Business Growth, Part Time Executives, Independent Directors, Small Business Advisory, Business Mentoring, Executive Coaching, Project Management, Executive Search, Executive Mentorship |
| Competitors | Fidelity Investments, Schwab Advisor Services, Merrill Edge, Ally, E*TRADE Bank c/o E*TRADE Financial, LLC, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital +34 more (view full list) |
| SIC | SIC Code 87 Companies, SIC Code 874 Companies |
| NAICS | NAICS Code 541611 Companies, NAICS Code 541 Companies, NAICS Code 54161 Companies, NAICS Code 54 Companies, NAICS Code 5416 Companies |
Looking for a particular PortfolioExec Ltd employee's phone or email?
1 people are employed at PortfolioExec Ltd.
The NAICS codes for PortfolioExec Ltd are [541611, 541, 54161, 54, 5416].
The SIC codes for PortfolioExec Ltd are [87, 874].