Brooks Macdonald International (BMI) has partnered with Generali PanEurope to offer discretionary investment management services to investors in Portugal.
The services will be offered to Portugal-based investors via Generali PanEurope tailored Private Wealth Portfolio (PWP) option.
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Under the deal, investors in Portugal can access Brooks Macdonald’s full range of multi-asset and single strategy portfolios through PWP including its international bespoke portfolio service, international managed portfolio service, corporate bond strategy and direct equity strategy.
Designed for affluent clients, the Private Wealth Portfolio is a life insurance investment solution specifically designed for Portugal residents.
Brooks Macdonald head of business development Richard Hughes said: "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."
Generali PanEurope head of affluent Chris Ennis told Wealth Adviser: "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."
