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Clarkson Wayman Ball signs strategic alliance with BMAM


Brooks Macdonald Asset Management (BMAM), the specialist investment manager, has agreed a strategic alliance with Clarkson Wayman Ball Limited (CWB), the Leicestershire based independent financial adviser firm.

The alliance enables CWB to offer its clients access to BMAM’s three discretionary investment services: Bespoke Portfolio Service, Managed Portfolio Service and Fund of Funds. The services are designed to meet the needs of CWB’s private clients and will be managed on a discretionary basis.
The Bespoke Portfolio Service is offered to CWB’s 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 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.
The unitised Fund of Funds range provides a lower entry point to BMAM’s investment management expertise.
The services can be managed 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
Graham Clarkson, managing director, Clarkson Wayman Ball, says: “We are very excited to work with Brooks Macdonald Asset Management who have demonstrated to us their clear understanding of the needs of our business and our clients.
“Clients of CWB already benefit from a wide range of services provided by our team of highly skilled and qualified professionals, the addition of the investment management expertise provided by BMAM will further enhance our proposition. Brooks Macdonald’s investment process, track record and investment governance was an ideal fit for our business and the expectations of our clients.” 
Andrew Shepherd, joint managing director, BMAM, says: “We have been extremely impressed with CWB’s approach and the way in which they work with clients so are delighted that they have chosen us as their outsourced investment management solution.  We very much look forward to working with CWB and their advisers to meet the needs of their clients.
“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.”

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