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]
Managed Portfolio Service (MPS)
Discover a truly diversified range of multi-asset portfolio solutions that span a range of risk profiles and investment objectives.
Brooks Macdonald MPS: the key features
We know your time is precious, and you want to use it to effectively support and advise your clients. That’s why we have a large in-house team of investment managers and analysts who focus their expertise to build solutions that deliver returns for your clients.
We’ve built our MPS around pillars that inspire confidence and provide reassurance, aiming to deliver great results for both you and your clients.
Choose the right solution
Our MPS combines some of the best investment products the industry offers in a multi-asset portfolio. Whether active or passive, risk-targeted or sustainability-focused, on or off-platform, our MPS aims to meet your clients’ diverse needs and objectives.
Select your platform
The Managed Portfolio Service is available on over 25 platforms or directly with us on our own custody.
Risk Mapping your way
We manage our portfolios to remain within five risk levels. Our MPS is risk-rated by Defaqto, Dynamic Planner, EV, FinaMetrica, Oxford Risk and Synaptic to help you translate our risk levels to your chosen risk profiler.
The CIP in practice
Every investment in our MPS range is refined through our unique centralised investment process (CIP). We harness the talents of our 60+ investment professionals who select the best-in-class investment vehicles to build our multi-asset portfolios. They strive for the best risk and reward balance to deliver your client’s optimal risk-adjusted returns.
Our investment strategies
Whatever your client’s goals or attitude to risk, we believe we have a managed portfolio to suit their objectives.
Managed Portfolio Service Active range
With an actively managed asset allocation and constructed using actively managed funds, our seven Active MPS portfolios are designed to match your client’s goals and attitude to risk.
Our Active range covers five risk profiles from Low Risk to High Risk, with an additional dedicated income objective portfolio available at Low to Medium and Medium Risk.
Low Risk – Defensive Income
Low Risk – Defensive Income
The primary objective of the portfolio is provide income over the longer term, while maintaining capital. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
Equity exposure: 0 - 30%.
Low to Medium Risk – Income
Low to Medium Risk – Income
The primary objective of the portfolio is to provide income over the longer term, with the potential to grow capital. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
Equity exposure: 30-55%.
Low to Medium Risk – Income & Growth
Low to Medium Risk – Income & Growth
The primary objective of the portfolio is to provide a combination of income and capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
Equity exposure: 30-55%.
Medium Risk – Income
Medium Risk – Income
The primary objective of the portfolio is to provide income over the longer term, with the potential to grow capital. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
Equity exposure: 55-75%.
Medium Risk – Income & Growth
Medium Risk – Income & Growth
The primary objective of the portfolio is to provide a combination of income and capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
Equity exposure: 55-75%.
Medium to High Risk – Growth
Medium to High Risk – Growth
The primary objective of this portfolio is to provide capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
Equity exposure: 75-95%.
High Risk – Growth
High Risk – Growth
The primary objective of the portfolio is to generate capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
Equity exposure: 90-100%.
Managed Portfolio Service Passive range
With an actively managed asset allocation and constructed using passive, index tracking funds, our five Passive MPS portfolios are designed to match your client’s goals and attitude to risk.
Our Passive range covers five risk profiles from Low Risk to High Risk, with dedicated income, income & growth, and growth objectives available.
Low Risk – Defensive Income
Low Risk – Defensive Income
The primary objective of the portfolio is provide income over the longer term, while maintaining capital. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
Equity exposure: 0-30%.
Low to Medium Risk – Income & Growth
Low to Medium Risk – Income & Growth
The primary objective of the portfolio is to provide a combination of income and capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of predominantly passive UK and international investments.
Equity exposure: 30-55%.
Medium Risk – Income & Growth
Medium Risk – Income & Growth
The primary objective of the portfolio is to provide a combination of income and capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of predominantly passive UK and international investments.
Equity exposure: 55-75%.
Medium to High Risk - Growth
Medium to High Risk - Growth
The primary objective of this portfolio is to provide capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of predominantly passive UK and international investments.
Equity exposure: 75-95%.
High Risk – Growth
High Risk – Growth
The primary objective of the portfolio is to generate capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
Equity exposure: 90-100%.
Volatility Managed Portfolio Service (VMPS)
The Volatility Managed MPS covers five risk profiles from Low Risk to High Risk, with dedicated income, income & growth, and growth objectives available. VMPS delivers an additional objective of matching Dynamic Planner Risk Levels 3 to 7. This provides advisers and clients with confidence that their chosen investment solution will remain aligned to their Dynamic Planner Risk Profile for the duration of their investment.
With an actively managed asset allocation and constructed using a blend of active and passive managed funds, our five VMPS portfolios are designed to match your client’s goals and attitude to risk.
Portfolio 3 – Defensive Income
Portfolio 3 – Defensive Income
The primary objective of the portfolio is provide income over the longer term, while maintaining capital. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
The portfolio aims to target the volatility of Dynamic Planner Portfolio Risk Level 3, reviewed on a quarterly basis.
Portfolio 4 – Income & Growth
Portfolio 4 – Income & Growth
The primary objective of the portfolio is to provide a combination of income and capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
The portfolio aims to target the volatility of Dynamic Planner Portfolio Risk Level 4, reviewed on a quarterly basis.
Portfolio 5 – Income & Growth
Portfolio 5 – Income & Growth
The primary objective of the portfolio is to provide a combination of income and capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
The portfolio aims to target the volatility of Dynamic Planner Portfolio Risk Level 5, reviewed on a quarterly basis.
Portfolio 6 – Growth
Portfolio 6 – Growth
The primary objective of the portfolio is to provide capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
The portfolio aims to target the volatility of Dynamic Planner Portfolio Risk Level 6, reviewed on a quarterly basis.
Portfolio 7 – Growth
Portfolio 7 – Growth
The primary objective of the portfolio is to provide capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
The portfolio aims to target the volatility of Dynamic Planner Portfolio Risk Level 7, reviewed on a quarterly basis.
Responsible Investment Service (RIS)
Providing clients with options which reflect their sustainability objectives is an important part of your financial planning process. That’s why our Responsible Investment Service gives you access to a range of investment solutions that may contribute to a more sustainable future and aims exclude companies that do harm.
Our RIS range covers five risk profiles from Low Risk to High Risk, with dedicated income, income & growth, and growth objectives available. With an actively managed asset allocation, and constructed using actively managed funds, our five RIS portfolios are designed to match your client’s goals and attitude to risk.
Advance Low Risk Defensive Income
Advance Low Risk Defensive Income
The portfolio has the dual objective of aiming to generate income over the longer term, while following the Responsible Investment Advance approach. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
Equity exposure: 0-30%.
Advance Low to Medium Risk – Income & Growth
Advance Low to Medium Risk – Income & Growth
The portfolio has the dual objective of aiming to generate income and capital growth over the longer term, while following the Responsible Investment Advance approach. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
Equity exposure: 30-55%.
Advance Medium Risk – Income & Growth
Advance Medium Risk – Income & Growth
The portfolio has the dual objective of aiming to generate income and growth over the longer term within the agreed risk profile, while actively reflecting the investment values of the advance strategy.
Equity exposure: 55-75%.
Advance Medium High Risk – Growth
Advance Medium High Risk – Growth
The portfolio has the dual objective of aiming to generate capital growth over the longer term, while following the Responsible Investment Advance approach. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
Equity exposure: 75-95%.
Advance High Risk – Growth
Advance High Risk – Growth
The portfolio has the dual objective of aiming to generate capital growth over the longer term, while following the Responsible Investment Advance approach. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
Equity exposure is likely to range between 90-100%.
Risk Controlled Portfolio Service (RC MPS)
The Risk Controlled MPS covers five risk profiles from Low Risk to High Risk, with dedicated income, income & growth, and growth objectives available. RC MPS delivers an additional objective that guarantees alignment with Defaqto Risk Levels 3 to 7, providing advisers and clients with confidence that their chosen investment solution will remain aligned to their Defaqto Risk Profile for the duration of their investment.
With an actively managed asset allocation and constructed using a blend of active and passive managed funds, our five RC MPS portfolios are designed to match your client’s goals and attitude to risk.
Brooks Macdonald Risk Controlled MPS 3
Brooks Macdonald Risk Controlled MPS 3
The primary objective of the portfolio is to provide income over the longer term, while maintaining capital. The portfolio provides exposure to capital markets through a diversified range of UK and international investments. The portfolio aims to target the Defaqto Risk level 3, reviewed on a quarterly basis.
Brooks Macdonald Risk Controlled MPS 4
Brooks Macdonald Risk Controlled MPS 4
The primary objective of the portfolio is to provide a combination of income and capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of UK and international investments. The portfolio aims to target the Defaqto Risk level 4, reviewed on a quarterly basis.
Brooks Macdonald Risk Controlled MPS 5
Brooks Macdonald Risk Controlled MPS 5
The primary objective of the portfolio is to provide a combination of income and capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of UK and international investments. The portfolio aims to target the Defaqto Risk level 5, reviewed on a quarterly basis.
Brooks Macdonald Risk Controlled MPS 6
Brooks Macdonald Risk Controlled MPS 6
The primary objective of the portfolio is to provide a combination of income and capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of UK and international investments. The portfolio aims to target the Defaqto Risk level 6, reviewed on a quarterly basis.
Brooks Macdonald Risk Controlled MPS 7
Brooks Macdonald Risk Controlled MPS 7
The primary objective of the portfolio is to provide capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of UK and international investments. The portfolio aims to target the Defaqto Risk level 7, reviewed on a quarterly basis.
Investment proposal generator
Our investment proposal generator allows you to create personalised proposals for clients considering our Custody Managed Portfolio Service.
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.
Meet the team
Frank Atkins
Mark Shields
Alex Chittenden
Your questions answered
Who can access the Brooks Macdonald MPS?
Who can access the Brooks Macdonald MPS?
Our MPS is only available to clients through professional advisers authorised to give financial advice. It can be accessed our MPS either directly on our own custody or via a wide range of platforms.
What platforms is MPS available through?
What platforms is MPS available through?
Advisers can access our MPS on a wide range of platforms.
Available platforms:
- 7iM
- Abrdn Wrap
- Abrdn Elevate
- Aegon ARC
- Aegon ex Cofunds
- AJ Bell
- Aviva
- Benchmark (Fusion)
- Fidelity
- Hubwise
- James Hay
- M&G Wealth
- Morningstar
- Nucleus
- Parmenion
- Platform One
- Quilter
- Scottish Widows
- Transact
- Wealthtime (Novia)
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?
A full list of MPS costs and charges is available in our fee schedule.
For more detailed breakdown of our fee structure, contact your Brooks Macdonald representative or email us at [email protected]
What is your ESG stance and specific ESG MPS portfolios?
What is your ESG stance and specific ESG MPS portfolios?
Our responsible investment strategy selects investments that align with specific responsible investment objectives. Alongside this, we integrate ESG considerations into the analysis of investments held in our ‘core’ MPS strategies. The five MPS Advance strategies offer advisers access to a full suite of risk managed portfolios on a wide range of platforms, making the service accessible to a wide range of clients.
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]
