Our business model continued
Investment Management Depth and breadth of our offering BPS is designed for clients who want an individual investment portfolio constructed to meet their specific requirements. MPS provides a choice of investment into a range of risk-managed model portfolios, each investing across a different mix of asset classes. Each model portfolio is designed to achieve specific investment objectives within a specific risk profile. Our multi-asset fund ranges allow investors to gain access to the Group’s investment management expertise and CIP through a pooled fund solution. The fund ranges cater for both investors seeking capital growth, and more cautious investors looking to generate income, whilst preserving their capital.
Centralised Investment Proposition Our CIP aims to provide a consistent investment strategy across the Group, regardless of investment manager, office location or specific solution chosen by the client. Our investment managers take an active role in the asset selection process, meaning we can truly tap into our team’s expertise.
Our BMIS proposition is a ʻwhite-labelʼ offering for advisers looking for investment solutions to meet client-specific investment objectives. It is delivered via an open-ended fund solution or an investment platform, in fund or model portfolio form. BMIS includes combined marketing efforts with co-branding of client-facing materials and other business support for the adviser. The Group’s AIM Portfolio Service provides clients with access to a carefully selected portfolio of AIM-listed companies that have attractive long-term investment potential.
The CIP is designed to: •
generate great ideas: we aim to foster an environment where investment insights are produced, shared, challenged, tested and widely adopted. • minimise biases: our committee-driven framework helps reduce behavioural biases through challenge and debate to produce solutions that can be evidenced and based on facts. • provide consistency: the CIP’s disciplined approach is leveraged across all of our investment services. • adapt to change: consistent monitoring,
research, challenge and oversight help us stay responsive to changing market dynamics.
Responsible Investment Service (“RIS”) Passive Platform or Custody Active
Direct Equities
Structured Products
Gilts
RIS Retirement Strategies
Volatility Managed
Retirement Strategies
Tax Management
Risk Controlled
Specified Portfolio Mandates Liquid Reserve
Cornelian Risk Managed
Mangaged Portfolio Service (MPS)
Bespoke Portfolio Service (BPS)
Fund Ranges
Blueprint Fund Range
Multi-Asset Funds
AIM Portfoilio Service
Advisers and clients
Tax
Brooks Macdonald Investment Solutions (“BMIS”)
16 Brooks Macdonald Group plc Annual Report and Accounts 2025 Brooks Macdonald Group plc 16
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