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Home > Investments > Discretionary Management

By Nick Reeve | Published Apr 26, 2012

Brooks Macdonald lists risk-rated funds on Elevate

Brooks Macdonald has signed a deal with Axa Wealth to list its risk-rated model portfolios on the Elevate platform.

Brooks Macdonald’s Managed Portfolio Service consists of five risk-rated portfolios investing in unit trusts, investment trusts, exchange traded funds and cash.

David Thompson, managing director of marketing and distribution at Axa Wealth, said: “2012 is undoubtedly going to be a year that alters the adviser landscape and changes the way many advisers conduct their business with the implementation of RDR.

“We have an RDR-ready proposition and partnerships like the one with Brooks Macdonald ensures that Axa Wealth is able to offers advisers expertise and a broad investment choice.”

This follows Elevate’s deal with Whitechurch Securities in December to list five discretionary portfolios.

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