If you have any questions or would like to get in touch, submit a call back request and our team will contact you as soon as possible or call us on 020 7499 6424 or email us at [email protected]
Bespoke Portfolio Service
We understand that some of your clients will have complex financial planning needs that require bespoke investment management. Our Bespoke Portfolio Service (BPS) brings a tailored approach to investing with our expert team creating a portfolio that meets your client’s individual needs and circumstances.
How we can help
BPS: A personal approach
Not every client is the same. That’s why our Bespoke Portfolio Service is designed for clients who want a portfolio constructed to meet their specific needs and objectives.
Working with you
As an adviser, you will partner with one of our dedicated investment managers. Your manager will craft the optimal portfolio mix, leveraging our centralised investment process that draws upon the analysis and research expertise of our 60+ in-house team.
Security as standard
Thanks to InvestBM, our secure online portal, you can monitor the progress of your client’s portfolio safely and securely.
Keeping you informed
We understand how important it is for you and your clients to be kept up to date on how their investments are performing. That’s why we’ll send you a portfolio valuation to share with your client every three months, or on request.
Annual tax report
As part of the Bespoke Portfolio Service, we’ll produce a tailored ‘tax pack’ for you once a year to assist in the completion of your client’s annual tax return.
The benefit of bespoke
With over 400 investments across 14 sectors on our buy list, our approach to investing is global in scope and outlook.
Collaborating with you, we’ll calibrate investments for your client’s long-term financial objectives, tax considerations, and income requirements. The sustainability objectives of your clients are important to us, and our Bespoke Portfolio Service gives our investment managers the flexibility to construct portfolios which aim to exclude companies that do harm but also include those that are contributing to a more sustainable future.
The BPS difference
Our Bespoke Portfolio Service (BPS) is built on partnership: we’ll work with you to understand your client’s goals and needs and create an investment portfolio tailored to them. By managing the portfolio, we’ll also reduce your administration workload, giving you more time to focus on the wider aspects of your client’s financial planning.
Your questions answered
What is the application process?
What is the application process?
We try to make the application process as easy as possible. There are typically three stages:
1. We hold an initial meeting for you to introduce your client to their dedicated investment management team and to discuss our investment proposal. Once you and the client are satisfied the proposal meets the client’s requirements, the client will be asked to complete an application pack.
2. Upon receiving the completed pack, we start the account opening process and send the client a welcome letter. The client’s money will be transferred to Brooks Macdonald either from an existing provider or from a bank account. If the money is coming from an existing provider, we will liaise with them to ensure an efficient transfer.
3. Once the transfer is complete, a completion letter will be sent to both you and the client, which includes an access code for our online portal.
How do I access BPS?
How do I access BPS?
Our BPS can be held within a range of tax efficient structures. These include:
- Self-Invested Personal Pensions
- Small Self-Administered Pension Schemes (SSAS)
- Individual and charitable trusts
- Onshore / offshore bond accounts
- Flexible Individual Savings Accounts (Flexi-ISA)
Is there a minimum investment?
Is there a minimum investment?
The service is available to those with at least £250,000 to invest.
Will I have direct access to my investment managers?
Will I have direct access to my investment managers?
Should you have questions, or if you wish to discuss the portfolios at any time, you can contact our investment managers directly.
How do you approach risk management?
How do you approach risk management?
Risk management is central to our investment process. Our flexible investment solutions are overseen by an independent risk department and risk management system. We have a sophisticated risk monitoring system to make sure your client’s portfolio remains suitable for your investment profile. Your client’s investment manager will take all the necessary steps to make sure that their portfolio stays within the investment limits of their risk profile, as determined by you as their adviser.
How do I access information on my clients’ portfolios?
How do I access information on my clients’ portfolios?
Advisers have access to portfolio valuations and transaction history reports for all of their clients. These are updated daily and accessible at any time via our secure online portal.
We provide daily portfolio valuation and transaction reports to a number of back-office CRM systems. This enables you to feed Brooks Macdonald valuation data into your own systems, thereby providing seamless reporting to your clients.
We have existing links with the following CRM systems:
- Iress (Adviser office) - formerly Avelo
- Intelliflo (Intelligent office)
What are the fees and charges?
What are the fees and charges?
Our annual management charges are based on a percentage of the value of the client’s portfolio. Calculated quarterly, they are taken against the value of the client’s portfolio at the end of March, June, September and December. Detailed charges will be set out in the investment proposal we will provide once we have a comprehensive understanding of the client’s requirements.
For a breakdown of our fee structure, please contact your Brooks Macdonald representative or email us at: [email protected]
Our insights
Where to start
Interested? Let’s talk
How can we help your clients reach their financial goals? Click the link below.
Get in touch
Call us on 020 7499 6424 or email us at [email protected]
