Brooks Macdonald achieves two 5 Star Ratings for Discretionary Management Services
Brooks Macdonald Asset Management (BMAM) has achieved a 5 Star Rating for its Bespoke Portfolio Service and Managed Portfolio Service – one of only 5 companies to have achieved 5 Star Ratings in both of the DM categories.
The ratings have been provided by Defaqto – the long established and highly respected independent financial research company.
The ratings followed an independent assessment of 35 Bespoke and 45 MPS propositions, based on the features they offer and the quality of their service offering to the adviser market - giving each a rating of 1 to 5 to indicate where they are positioned in the market.
Defaqto based its assessment on 29 key features of Bespoke propositions and 28 for Model Portfolio Services.
Andrew Shepherd, Joint Managing Director of BMAM said: “We are delighted to have achieved 5 Star Ratings for both of our discretionary services. This puts us in an elite group of only 5 companies and is very reassuring to those advisors who introduce clients to us particularly since the evaluation has come from an independent and highly respected research company such as Defaqto. Such ratings provide enormous help to advisers who must prove a robust due diligence process in their choice of outsourced solutions, and to have both services achieve a 5 Star Rating is a great endorsement of our company.”