The Leicestershire-based independent financial adviser (IFA) firm will now have access to Brooks Macdonald’s Bespoke Portfolio Service, Managed Portfolio Service and Fund of Fund Service, all of which are managed on a discretionary basis.
Each service can be managed within a wide range of product structures, including offshore and onshore bonds, ISAs, Self-Invested Personal Pensions, Small Self-Administered Pension Schemes, and individual trusts.
The Bespoke Portfolio Service is offered to private clients who require an individual investment portfolio constructed to reflect their investment objectives, tax status, attitude to risk and other personal circumstances.
The Managed Portfolio Service provides access to actively-managed, risk-rated, diversified portfolios which invest in a range of investments, something BMAM says will “ensure a spread of risk across the full range of asset classes”.
Finally, the unitised Fund of Funds range provides a lower entry point to Brooks Macdonald’s investment services.
Andrew Shepherd, joint managing director at BMAM, said: “We are strong believers in the mutual benefits of strategic alliances and the building of strong and trusting relationships with IFA firms, and are confident that we will enhance the service that CWB offers.”
BMAM signed a similar deal with Petrus Financial Services in August.
