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Working together

 

Brooks Macdonald understand that investment management is only a small part of the overall financial planning process and acknowledge the importance of working closely with IFAs, Accountants and Solicitors in order to ensure a smooth financial planning process for the underlying client. 
 

More than 75% of BMAM's assets under management have been introduced by intermediaries so our investment management team understand the issues involved. Portfolios are benchmarked against recognised indices to ensure appropriate performance measurement and with our secure online valuation system we provide a live picture of our clients positions for them and their advisers to review at anytime.

 

Some of the key benefits of delegating investment management are:

  • Investment compliance issues are covered
  • Peace of mind with full third party professional indemnity insurance
  • Simple administration structure
  • Investment manager is responsible for the day to day investment decision making
  • Portfolio monitoring available through a secure website
  • Benchmarking and performance monitoring is an integral part of the reporting process
  • Efficient third party administration process
  • On-going renewal commission paid on the fund value