Brooks Macdonald Asset Management is to offer clients of adviser Prosperity exclusive access to portfolio services.
BMAM will provide clients of Prosperity Independent Financial Advisers and Stockbrokers with its Bespoke Portfolio Service and Manager Portfolio Service, as well as a comprehensive nominee, dealing and custody service.
The portfolios will be managed by BMAM’s Hampshire Office, led by regional director John Wallace.
Prosperity's managing director, Mark Newman, said: “Forming a strategic alliance with Brooks Macdonald has helped us develop a bespoke investment management proposition that will offer an enhanced investor and adviser experience and provides us with a more robust compliance model for the post-RDR world.”
BSAM joint managing director Andrew Shepherd added Prosperity was a perfect partner for it to work with.
“The investment management services that we are providing are designed to cover Prosperity clients' wide range of investment objectives and risk profiles," he said.
While the Bespoke Portfolio Service targets those looking for an individual investment portfolio, the Managed Portfolio Service provides a choice of five actively managed portfolios.
