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PIMCO

PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting market conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions and service to our clients. Before joining SimplyBiz, Karl’s career time was with several high-profile product providers, latterly working in the platform environment where he gained invaluable knowledge in RDR and practical working with advisers to implement it. More recently, Karl has developed the SimplyBiz Business Consultancy service and has worked directly with over 160 member firms. Business Consultancy provides a service in areas such as designing and documenting client propositions and CIPs by meeting the regulator's expectations on how to charge clients, design an investment strategy, undertake product governance, and carry out product and platform due diligence.
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