Investment management firm Brooks Macdonald has launched its Global Managed Portfolio Service (Global MPS), broadening its range of investment solutions to meet growing demand from financial advisers.
The service, set to be available from 31 March, will provide a globally diversified approach, complementing the firm’s existing Core MPS offering.
Go deeper with GlobalData
The Global MPS range consists of ten portfolios, five active and five passives, tailored to distinct risk profiles, from Low Risk to High Risk.
Moreover, the portfolios align their equity exposure with the MSCI All Companies World Index (ACWI), ensuring broad diversification while mitigating concentration risks. By implementing strategic regional adjustments, Brooks Macdonald aims to offer lower volatility while maintaining benchmark-aligned returns.
Neil Cowell, distribution director at Brooks Macdonald, highlighted the importance of the portfolio service offering in supporting financial advisers and their clients.
He stated: “Brooks Macdonald’s new Global MPS further expands our investment solutions to Independent Financial Advisers (IFAs) and their clients offering more choice and flexibility to meet their investment goals. We value our long standing partnerships with IFAs and are pleased to support them as they grow their business and serve their clients. This global solution builds on Brooks Macdonald’s deep multi asset investment expertise and is supported by our robust Centralised Investment Proposition.”
Designed entirely for advisers, the Global MPS will be accessible through third-party wrap platforms. The pricing at launch will be set at 15 basis points (bps) for active portfolios and 10 bps for passive portfolios, underscoring Brooks Macdonald’s commitment to delivering value-driven investment solutions.
By integrating this new service into its established Centralised Investment Proposition, Brooks Macdonald continues to strengthen its position in the investment management sector, catering to the evolving needs of financial professionals and their clients.
