Brooks Macdonald International’s discretionary investment services are now available through a Generali PanEurope tailored Private Wealth Portfolio (PWP) option for affluent clients in Portugal.
The Generali PanEurope tailored Private Wealth Portfolio option for affluent clients is a highly specialised life insurance investment solution specifically designed for Portugal residents. Portugal-based investors will be able to access Brooks Macdonald International’s full range of multi-asset and single strategy portfolios through Private Wealth Portfolio including its International Bespoke Portfolio Service, International Managed Portfolio Service, Corporate Bond Strategy and Direct Equity Strategy.
Richard Hughes (pictured), Head of Business Development, Brooks Macdonald International, says: “Brooks Macdonald International is committed to providing attractive solutions for international professional advisers and their clients. The availability of our discretionary investment services through the PWP product in Portugal is an important step as we enhance our service proposition for advisers and expand the availability of our solutions internationally.”
Chris Ennis, Head of Affluent, Generali PanEurope, says: “Brooks Macdonald International’s range of tailored investment solutions, with multi-asset, specialist and multi-currency options, makes them an attractive discretionary investment manager for international investors. The popularity of discretionary investment managers is growing internationally and Generali PanEurope is pleased to offer Portugal-based investors a locally compliant tax efficient solution with the expert discretionary investment management services offered by Brooks Macdonald.”
