Prosperity Independent Financial Advisers and Stockbrokers has joined forces with investment specialist Brooks Macdonald Asset Management to give clients targeted access to their funds.
Brooks Macdonald AM will offer Prosperity's clients two investment propositions: the Bespoke Portfolio Service and the Managed Portfolio Service, both of which both have 5 Star Ratings from Defaqto. Brooks Macdonald will also provide a comprehensive nominee, dealing and custody service. The bespoke is designed for private clients who require an individual investment portfolio constructed and to reflect their investment objectives, tax status, attitude to risk and other personal circumstances. The managed service provides clients access to a choice of five actively managed, risk-rat...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes