Our Managed Portfolio Service (MPS) is a discretionary investment management service consisting of ten portfolios, each with their own risk profile and objective. The service is available to clients, via a professional adviser, with at least £20,000 to invest.
MPS portfolios are managed by a dedicated team of experienced investment managers, in line with our centralised investment process. This structure allows clients to benefit from our award-winning investment management capabilities.
MPS portfolios can be held within a variety of tax wrappers and income withdrawals can be made monthly, quarterly or annually.
Our MPS is only available to clients through professional advisers authorised to give financial advice. You can access our MPS either directly or via the platforms set out here.
The MPS factsheets provide the latest information on performance, holdings, and sector breakdown.
You can find the latest factsheets here.
This service is provided by Brooks Macdonald Asset Management Limited.
Download full terms and conditions