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]
An actively managed, multi-asset solution
Choose from 6 investment strategies: Available in GBP, USD, or EUR: Fixed Income, Defensive, Cautious Balanced, Balanced, Growth, High Growth.
Managed to remain in 5 risk levels: Working with you and your client, we have a solution that can align to your investment goals and risk tolerance.
Available on platform and directly with us: Choose from the ease of a platform-based portfolio or the investment range of a fully discretionary option.
Refined through our centralised investment process: 60+ investment professionals aim to generate and implement the best possible investment ideas for strong, risk-adjusted returns.
Investment proposal generator
Our International investment proposal generator allows you to create personalised proposals for clients considering the International Managed Portfolio Service on our BM custody.
Key features:
- Personalised according to investable sum, corporate entity, risk-rated investment strategy and currency.
- Pipeline management.
- Single-step entry process.
- Storage of past proposals.
- Access to management information.
- 24-hour access.
FAQs
Who can access our International MPS?
Who can access our International MPS?
Our International MPS is available to clients with a minimum of £100,000/€100,000/$100,000 to invest directly with us, or accessible via platform.
What platforms is International MPS available through?
What platforms is International MPS available through?
Advisers can access our International MPS on a wide range of platforms including:
- Ardan
- Quilter
- 7IM
- Novia Global
- Morningstar Wealth
- Fusion
What is your centralised investment process?
What is your centralised investment process?
Our industry-leading centralised investment process powers the services and products we provide to our clients by creating a robust framework for our investment professionals to work together, sharing ideas and challenging each other’s views. Through it we aim to generate the best ideas, deliver strong risk adjusted returns for clients and have an explainable process with explainable results.
How it works
- Our Asset Allocation Committee determine which assets should form part of each strategy, balancing their in-house view against external research.
- Experienced investment managers are then organised into sector-based research teams to produce their list of recommended investments.
- An Asset Selection Committee scrutinise this list and those approved are added to our central ‘buy list’.
- Our Portfolio Management Team then builds portfolios to meet individual objectives and risk levels. All portfolios are regularly managed and balanced to reflect to their chosen model.
What are the fees?
What are the fees?
For a detailed breakdown of our fee structure, 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.
Contact us
Contact us on
Jersey: +44 (0) 1534 715 555
Guernsey: +44 (0) 1481 815 555
Isle of Man: +44 (0) 1624 831 320,
or email as at [email protected]
