Investment Director, Multi-Asset Team Head
Frank Atkins
London
Managed Portfolio Service (MPS)
A selection of diversified, risk-targeted portfolios that provide efficient, scalable solutions.
Available across multiple platforms, our MPS ensures consistent performance and seamless integration with your existing systems.
Managed Portfolio Service (MPS): the key features
We know your time is precious, and you want to use it to effectively support and advise your clients. That’s why we have a large in-house team of investment managers and analysts who focus their expertise to build solutions that deliver returns for your clients.
We’ve built our MPS around pillars that inspire confidence and provide reassurance, aiming to deliver great results for both you and your clients.
Choose the right solution
Our MPS combines some of the best investment products the industry offers in a multi-asset portfolio. Whether active or passive, risk-targeted or sustainability-focused, on or off-platform, our MPS aims to meet your clients’ diverse needs and objectives.
Risk Mapping your way
We manage our portfolios to remain within five risk levels. Our MPS is risk-rated by Defaqto, Dynamic Planner, EV, FinaMetrica, Oxford Risk and Synaptic to help you translate our risk levels to your chosen risk profiler.
Select your platform
The Managed Portfolio Service is available on over 25 platforms or directly with us on our own custody.
The Centralised Investment Proposition in practice
Every investment in our MPS range is refined through our unique centralised investment proposition (CIP).
Discover how we partner with you to aim for positive outcomes for your clients
Our investment strategies
Whatever your client’s goals or attitude to risk, we believe we have a managed portfolio to suit their objectives.
Managed Portfolio Service Active range
Our active range is designed to match your clients’ goals and attitude to risk. It offers seven active portfolios covering five risk profiles from Low to High Risk, with an additional dedicated income objective portfolio available at low to medium and medium risk.
Active range Annual Management Charges (AMCs)
0.75%
Direct Custody MPS AMC
0.25%
Platform MPS AMC
The AMC figure quoted above is the headline rate, please get in touch with your Brooks Macdonald Business Development Manager for information on preferred partner rates.
The primary objective of the portfolio is provide income over the longer term, while maintaining capital. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
Equity exposure: 0 - 30%.
The primary objective of the portfolio is to provide income over the longer term, with the potential to grow capital. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
Equity exposure: 30-55%.
The primary objective of the portfolio is to provide a combination of income and capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
Equity exposure: 30-55%.
The primary objective of the portfolio is to provide income over the longer term, with the potential to grow capital. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
Equity exposure: 55-75%.
The primary objective of the portfolio is to provide a combination of income and capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
Equity exposure: 55-75%.
The primary objective of this portfolio is to provide capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
Equity exposure: 75-95%.
The primary objective of the portfolio is to generate capital growth over the longer term. The portfolio provides exposure to capital markets through a diversified range of UK and international investments.
Equity exposure: 90-100%.
Investment proposal generator
Our investment proposal generator allows you to create personalised proposals for clients considering our Custody Managed Portfolio Service.
Key features:
- Personalised according to investable sum, corporate entity, risk-rated investment strategy and currency.
- Pipeline management.
- Single-step entry process.
- Storage of past proposals.
- Access to management information.
- 24-hour access.
Meet our experienced team
Factsheets
You'll find all our factsheets here.
Documents
You'll find our detailed guides, application forms and reports here.
Your questions answered
Our MPS is only available to clients through professional advisers authorised to give financial advice. It can be accessed our MPS either directly on our own custody or via a wide range of platforms.
Advisers can access our MPS on a wide range of platforms.
Available platforms:
- 7iM
- Abrdn Wrap
- Abrdn Elevate
- Aegon ARC
- Aegon ex Cofunds
- AJ Bell
- Aviva
- Benchmark (Fusion)
- Fidelity
- Hubwise
- James Hay
- M&G Wealth
- Morningstar
- Nucleus
- Parmenion
- Platform One
- Quilter
- Scottish Widows
- Transact
- Wealthtime (Novia)
Our industry-leading Centralised Investment Proposition powers the services and products we provide to our clients by creating a robust framework for our investment professionals to work together, sharing ideas and challenging each other’s views. Through it we aim to generate the best ideas, deliver strong risk adjusted returns for clients and have an explainable process with explainable results.
How it works
- Our Asset Allocation Committee determine which assets should form part of each strategy, balancing their in-house view against external research.
- Experienced investment managers are then organised into sector-based research teams to produce their list of recommended investments.
- An Asset Selection Committee scrutinise this list and those approved are added to our central ‘buy list’.
- Our Portfolio Management Team then builds portfolios to meet individual objectives and risk levels. All portfolios are regularly managed and balanced to reflect to their chosen model.
A full list of MPS costs and charges is available in our fee schedule.
For more detailed breakdown of our fee structure, contact your Brooks Macdonald representative or email us at [email protected]
Our responsible investment strategy selects investments that align with specific responsible investment objectives. Alongside this, we integrate ESG considerations into the analysis of investments held in our ‘core’ MPS strategies. The five MPS Advance strategies offer advisers access to a full suite of risk managed portfolios on a wide range of platforms, making the service accessible to a wide range of clients.
Our insights
Start your journey with Brooks Macdonald
Request a callback
We'll reach out to learn about your circumstances, goals and financial needs. Use the link below to request a no-obligation conversation.
Contact us
Call us on: 020 7499 6424
or email us at: [email protected]