Discretionary Management, Outsourcing and Investments with a difference. A platform based investment & wealth management service for UK Advisers of all types. Visit our Intermediary Website for more details
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Discretionary Portfolio Service. Tailored to client, based on model portfolios. Predominantly collectives, will include allocation to
alternatives as appropriate.
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Service is Individually tailored to client.
Investment vehicles are
Predominantly, although not exclusively, long only
and collectives. Alternative strategies possible but for clients with investment in the region of £200,000.
Minimum investment No quoted minimum investment
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This service is designed for larger portfolios and enables clients to personalise our investment management system to create portfolios, activity, reporting and benchmarks tailored to their specific circumstances.
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Brooks MacDonald offer Discretionary Fund Management through bespoke services and MPS for IFAs and their clients.
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In order to allow smaller investors to gain access to our investment management service we have created a range of managed portfolios. Each of these portfolios has a specific risk profile and investment objective.
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A full range of UK and international equities,
corporate bonds, cash, gilts, hedge funds,
structured products and other financial instruments
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Bespoke and IFA models on request
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Any vehicles as appropriate but more diversity
available the bigger the client.MPS for £250k - £500k and Bespoke Tailoring above £500k
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Wealth management service for Intermediaries & their clients. Discretionary Funds, MPS, and bespoke solutions for all types of client
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Wealth management service for Intermediaries & their clients. Discretionary Funds, MPS, and bespoke solutions for all types of client
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Tailored to the individual client. DB also run Dynamic
Portfolio services based on seven model portfolios.
These can be accessed through a NURS structure,
direct or with additional management to meet
individual client needs.
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Our Discretionary Fund Management (DFM) service has been specifically designed to work in conjunction with you on behalf of your clients.
Enduring values, modern methods
Investec Wealth & Investment (until recently Rensburg Sheppards) is one of the UK’s largest independent investment management companies. We manage £12.7 billion of funds for our clients.* (30 9 2011)
We have worked closely with professional advisers for more than 20 years. This gives us an intimate understanding of your specific needs. And our national network of 11 offices helps us develop close partnerships with financial advisers throughout the UK.
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