Bringing you live news and features since 2006 

Document signing

Reeves signs strategic alliance with Brooks Macdonald Asset Management

RELATED TOPICS​

Reeves, one of the major accountancy and financial services firms practicing in London and the South East of England, has signed a strategic alliance with the specialist investment manager Brooks Macdonald Asset Management (BMAM). 

This alliance enables Reeves to offer its clients access to BMAM’s discretionary investment services, which have received 5 Star Ratings from Defaqto, an independent financial research company.
 
The services are designed to meet the needs of Reeves’ private clients and will be managed on a discretionary basis.
 
The Bespoke Portfolio Service is designed for Reeves’ private clients who require an individual investment portfolio constructed and fine tuned to reflect their investment objectives, tax status, attitude to risk and other personal circumstances.
 
The Managed Portfolio Service provides access to a choice of six actively managed, risk-rated, diversified portfolios which invest in a wide range of investments to ensure a spread of risk across the full range of asset classes. This will be available to Reeves’ clients via the Standard Life platform.
 
The services will be provided for Reeves within a wide range of product structures. These include:
•             ISAs
•             Offshore and onshore bonds
•             SIPPs (self invested personal pensions)
•             SSASs (small self administered pension schemes)
•             Individual trusts
 
David Hurst, partner at Reeves & Co LLP and managing director of Reeves Financial Planning, says: “We are very excited to work with Brooks Macdonald Asset Management who demonstrated to us that they have a clear understanding of the needs of our business and our clients as well as the resources to deliver.
 
“Reeves’ clients already benefit from a wide range of services provided by our team of highly skilled and qualified professionals and the addition of the investment management expertise provided by BMAM will further enhance our status as a major provider of financial planning and wealth management services.”
 
Andrew Shepherd, joint managing director, BMAM, says: “We have been extremely impressed with Reeves' approach and the way in which they work with clients so are delighted that they have chosen BMAM as an outsourced investment management solution. 
 
“We are strong believers in the mutual benefits of strategic alliances and the building of strong and trusting relationships with IFA firms and I am confident that we will enhance the service that Reeves offers to their clients. We look forward to a long and mutually advantageous relationship with the Reeves team.” 

Latest News

BlackRock writes that May marked the highest inflow month of the year for both rates and high yield (HY) ETPs,..
SIX reported a combined 12.3 per cent trading turnover increase in CHF for its two exchanges in Switzerland and Spain..
EFAMA’s March figures reveal that UCITS and AIFs recorded net inflows of EUR24 billion, up from EUR21 billion in February...
VanEck has announced that the VanEck Semiconductor UCITS ETF has reached over USD2 billion in assets under management (AUM) after..

Related Articles

Stuart Chaussee
In January this year, global data and business intelligence platform, Statista reported that there are now more than 8000 ETFs...
Ethereum coin
Last week saw Australia launch spot bitcoin ETFs, with Matteo Greco, Research Analyst at Fineqia International, writing that Monochrome Asset...
Timothy Rotolo, Range Funds
In 2023, Timothy Rotolo launched his business, Range Fund Holdings, the parent company for Range Indices and Range ETFs, followed...
Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by