Bringing you live news and features since 2006 

Five

BMAM doubles Managed Portfolio Service risk profile offering

RELATED TOPICS​

Brooks Macdonald Asset Management (BMAM) has launched five new risk-rated, segregated investment portfolios within its Managed Portfolio Service (MPS).

BMAM’s MPS is available through professional advisers to clients with GBP20,000 or more to invest.
 
Professional advisers will now be able to choose from a range of ten portfolios, consisting of eight actively managed and two passive strategies, allowing them to better cater for the individual risk appetites and investment objectives of their clients.
 
The new portfolios within the MPS range announced today are:
• MPS Low-to-Medium Risk (Income) Portfolio
• MPS Medium Risk (Income) Portfolio
• MPS Medium-to-High Risk (Passive) (Growth) Portfolio
• MPS High Risk (Income & Growth) Portfolio
• MPS High Risk (Growth) Portfolio
 
This adds to the existing range of portfolios already available via BMAM’s MPS:
• MPS Low Risk (Defensive Income) Portfolio
• Low-to-Medium Risk (Income & Growth) Portfolio
• MPS Medium Risk (Income & Growth) Portfolio
• MPS Medium Risk (Passive) (Income & Growth) Portfolio
• MPS Medium-to-High Risk (Growth) Portfolio
 
As well as being a standalone service, the portfolios can be held within a wide range of structures including ISAs (Individual Savings Accounts), Offshore and Onshore Bonds, SIPPs (Self Invested Personal Pensions), individual trust and charity accounts and SSASs (Small Self Administered Schemes).
 
MPS assets are held in a segregated portfolio which provides an opportunity to utilise capital gains tax allowances as assets are bought and sold. Assets can be consolidated to maximise the potential for returns and simplify administration. Income can be withdrawn monthly, quarterly, annually or as arising, depending on individual investor requirements, while the service provides access to clean share classes and institutional buying power which benefits clients through lower underlying fund charges.
 
Investors across the spectrum of portfolios in MPS also benefit from day-to-day active asset management, drawing on Brooks Macdonald’s proven central investment process, as well as exposure to a wide range of asset classes. This exposure provides greater investment diversification than might otherwise be available to investors on an individual basis, ensuring a greater spread of investment risk and maximising the potential for investment returns.
 
Jonathan Webster-Smith, Head of the Managed Portfolio Service (MPS), says: “Furthering the considerable success of Brooks Macdonald Asset Management’s Managed Portfolio Service, we are pleased to launch five additional portfolios in response to growing demand from the adviser community. This extends the breadth of risk options available to professional advisers, enabling them to cater for a greater range and diversity of investor objectives, as well as providing investors with greater access to Brooks Macdonald Group's long-established investment process and capability.”
 

Latest News

US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
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