We partner with professional advisers around the world.
We will work closely with you to create an investment solution that meets your clients’ needs. Our help will allow you to spend more time focusing on your core capabilities, while retaining control of your client relationships.
By outsourcing your investment management to Brooks Macdonald you can benefit from:
- Access to the dedicated investment management expertise and buying power of our group.
- Reduced investment management and investment selection resource burden.
- Access to significant resources, including the latest research, technology and marketing.
- Reduced compliance, regulatory and servicing risk, and lower investment management liability.
- Having more time to focus on holistic financial planning, suitability and relationship management.
- Increased capacity to take on more clients, ultimately resulting in a more scalable business.