Director of Strategic Partnerships
Simon Taylor
London
Brooks Macdonald Strategic Partnerships (BMSP)
Our in-house specialist consulting team. We work with you to create a centralised investment proposition tailored to your business goals and client needs, allowing you to spend more time advising clients and building your business.
Designed with you, managed by us
Brooks Macdonald Strategic Partnerships (BMSP) is our in-house specialist consulting team that works with you to create a centralised investment proposition built to cater for your clients and business needs.
A perfect investment mix
We design a range of investment solutions with an easy-to-understand narrative for you to present to your clients. The investments can range from blended fund-of-funds to a model portfolio services or multi-asset ranges.
Expertise on demand
As a strategic partner you’ll always have access to our investment expertise and broader business support – whenever you need it.
Getting your branding right
You’re our valued partner, so we’ll create co-branded marketing and support materials to help you communicate investment messages to your clients to enhance the service and support you offer.
Discover how we partner with you to aim for positive outcomes for your clients
Our team, your success
Our Brooks Macdonald Strategic Partnerships (BMSP) team works closely with you to formulate a proposition that delivers for your clients. Led by some of our most experienced investment professionals, our team specialises in B2B relationships and offers support and advice when you need it most.
Why partner with us?
The BMSP team will consult with you to understand your business needs and objectives. We’ll use that knowledge to build and manage optimal investment solutions, aiming to improve the efficiencies of your business processes.
You’ll always remain in control of your client relationship while we help you promote your proposition through expert marketing and sales support.
Discover more about our approach to investing
Meet our experienced team
Factsheets
You'll find all our factsheets here.
Documents
You'll find our detailed guides, application forms and reports here.
For a clearer financial future
Our Client Investing Guide gives investors an overview of the investment services available from Brooks Macdonald. It's designed to support investors make informed decisions when considering their financial futures.
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]