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Brooks Macdonald International’s discretionary investment management services added to Glacier International’s Global Life Plan


Brooks Macdonald International’s discretionary investment management services are now available to offshore investors through Glacier International’s Global Life Plan.

Users of the Global Life Plan will have access to BMI’s full range of offshore segregated discretionary services, including its range of risk-rated, multi-asset and single strategy (bond and equity) portfolios, which are available in multi-currency options and for a variety of entry levels.
The Global Life Plan is a unit-linked investment plan from leading South African-based provider Glacier International, a division of Glacier by Sanlam. Investors who access Brooks Macdonald International’s discretionary services through the Global Life Plan will receive all the benefits of investing within a life plan, including tax and estate planning advantages.
Lindsay Bateman, Business Development Director, Brooks Macdonald International, says: “The addition of our discretionary investment services to the Glacier International Global Life Plan supports our continued commitment to servicing the professional adviser and private client investor base in South Africa. Our range of investment solutions can invest in a wide variety of vehicles across the full spectrum of asset classes, providing an excellent fit for South African investors who are increasingly looking to diversify their asset base.”
Andrew Brotchie, Managing Director, Glacier International, says: “We are committed to providing high quality investment solutions which cater to a variety of investor needs. Brooks Macdonald’s experience in managing over USD10 billion of multi-asset, multi-currency investment portfolios, and their understanding of the range of requirements that South African offshore investors are seeking, means they provide a strong fit with our international offering.”
Prologis was advised by Estrada & Partners in the transactions.  

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