Brooks Macdonald Asset Management

About Brooks Macdonald Asset Management?

Brooks Macdonald Asset Management (BMAM) is an independent private client investment manager. We offer a discretionary investment management service combining a flexible, balanced and sophisticated investment management process with clean and transparent charges.

Services Offered

Our Bespoke Portfolio Service (BPS) is an individually tailored service. Each client has a dedicated investment manager, supported by their team, who will actively manage clients’ portfolios to their specific investment objectives and risk profiles. Investment managers consider the full range of asset classes to ensure exposure to the best direct investments and managers.

Our Managed Portfolio Service ( (MPS) is a segregated portfolio of funds service that invests in a series of risk-rated, diversified portfolios which is exclusively available via IFAs. The portfolios invest in a wide range of investments to ensure a spread of risk across the full range of asset classes. The MPS is extremely competitive, with a 0% initial charge for the standard offering. Independent analysis of this service has been undertaken by Defaqto and is available on request.

Working with Advisers Recent research has indicated that Discretionary Managers are the preferred outsourcing partners for Financial Advisers in the SIPP and Bond markets. As RDR approaches and more advisers review their core activities, the DFM is likely to see an increasing demand for their services. (Source: Defaqto Research October 2010)

We understand that investment management is only a part of the overall picture and recognise the importance of working closely with Independent Financial Advisers in order to ensure the best outcomes for the client. The competitive nature of our offering has encouraged a high level of referrals while our service levels and consistent performance have led to high levels of client retention.

Links to CRM systems We are able to provide a data feed that links into technology platforms and have recently completed a link to the widely used Avelo Adviser Office software. This approach is being expanded to other CRM systems including Intelligent Office from Intelliflo.

Our Tax Wrapper Partners We have strong relationships with over 40 tax wrapper providers (offshore bond & SIPP), which feature many of the best known brand names and market leaders. Where IFAs have other preferred suppliers not on our list, we will endeavour to forge links with those providers. These relationships have allowed BMAM to arrange special terms with certain SIPP providers to incorporate their annual SIPP administration charge into the Annual Management Charge of the MPS.

Brooks Macdonald Asset Management is authorised and regulated by the Financial Services Authority to provide investment advice and management services in the UK and Europe.