Our services
Total FUM £18.0bn £9.8bn Bespoke Portfolio Service (including AIM Portfolio Service)
AIM Portfolio Service
By differing their levels of equity exposure, the multi-asset ranges cater for both investors seeking capital growth and more cautious investors looking to generate income, whilst preserving their capital, whilst the international fixed-income funds cater for investors following an objective-oriented approach. Financial Planning Our Wealth business provides financial planning and wealth management advice services to high-net-worth individuals and families, enabling clients to build, manage and protect their wealth. For non-investment products, the advice is independent ‘whole of market’; for investment products and services, the advice can be either ‘restricted’, whereby the investment service will, if suitable, be one provided by the Group, or independent, where the client requests it or they have complex requirements. The service is advice-driven rather than product-driven, providing clients with a coherent, affordable strategy aimed at achieving their long-term goals. In addition to the financial planning service, the Group works in collaboration with other professional advisers such as solicitors, accountants and wealth managers to help them provide a comprehensive service to their clients.
solution or an investment platform, in fund or model portfolio form. The proposition includes combined marketing efforts with co-branding of client-facing materials and other business support to the intermediary. Multi-Asset and Investment Funds Our fund ranges allow investors to gain access to the Group’s investment management expertise and CIP through a pooled fund solution. The Group offers four ranges: • SVS Brooks Macdonald Blueprint Funds, a range of four risk-managed multi-asset funds: Defensive Income, Cautious Growth, Balanced and Strategic Growth. • SVS Cornelian Risk Managed Funds, a range of six multi-asset funds: Defensive, Cautious, Managed Income, Managed Growth, Growth, and Progressive. All but the Managed Income fund are available in a version that invests in predominantly passive funds for the more cost-conscious investor who is prepared to compromise some of the richness of the asset allocation. • International Multi Strategy Funds, a range of five risk-managed multi-asset funds: Cautious Balanced, Balanced, Growth, High Growth, and US$ Growth. • International Investment Funds, a range of three fixed income international investment funds: High Income, Sterling Bond Fund, and Euro High Income.
The Group’s AIM Portfolio Service (“APS”) provides clients with access to a carefully selected portfolio of AIM-listed companies, with preference given to companies that are judged to have attractive long-term investment potential. The investment universe is restricted to companies that are understood to qualify for Business Relief (“BR”), allowing investors to benefit from Inheritance Tax (“IHT”) exemptions. Managed Portfolio Service The Managed Portfolio Service (“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. MPS portfolios are managed by a dedicated team of investment managers in accordance with the CIP. We also offer Responsible Investment Service model portfolios using the Advance strategy as outlined in the BPS section. BM Investment Solutions The Group designs propositions for advisers and intermediaries who are looking for investment solutions to meet specific investment objectives for their clients. These are delivered via an open-ended fund
£4.5bn Platform Managed Portfolio Service £1.9bn Funds £1.8bn Managed Portfolio Service Custody
20 Brooks Macdonald Group plc Annual Report and Accounts 2024
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