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Beverly Chandler

Brooks Macdonald in strategic alliance with Castlegate


Brooks Macdonald Asset Management Limited (BMAM) has announced that it has entered into a strategic alliance with Castlegate Financial Management Limited, the East Midlands-based IFA firm of Chartered Financial Planners. 

The announcement says that the structure of the alliance, which includes BMAM on Castlegate’s panel of DFMs, will allow Castlegate’s clients to retain the same level of personal service they have come to expect from their local IFA, while benefiting from BMAM’s institutional buying power and market access.
Peter Townsend Managing Director of Castlegate Financial Management says: “Access to Brooks Macdonald’s track record and investment process and governance will establish these new services we are able to provide to our clients. In forming this strategic alliance, we have established a combined investment and advisory proposition that truly sets us apart from the competition.”
Nick Holmes, Managing Director of BMAM, says: “At Brooks Macdonald we are strong believers in the mutual benefits of strategic alliances. We have been particularly impressed with Castlegate’s approach to working with its clients and are confident that this partnership will enhance their service offering.”

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