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Home > Investments > Discretionary Management

By Jenna Voigt | Published Jun 29, 2012

Brewin Dolphin launches managed portfolio service

Discretionary fund manager Brewin Dolphin has launched a managed portfolio service for smaller clients, to be headed by John Moore.

Mr Moore, divisional director at Brewin Dolphin and manager of the collective investment management service, will be responsible for management of the Managed Portfolio Service (MPS).

The MPS will carry a minimum investment requirement of £10,000 and is available to existing clients with investable assets between £10,000 and £150,000, although clients at the £100,000 mark can opt for bespoke management.

The service will consist of five risk profiles which predominantly invest in collectives and have some exposure to passives, with their make-up based upon Brewin’s Asset Allocation Committee and in-house research.

The firm said underlying funds total expense ratios (TER) will range from 0.8 per cent to 1.1 per cent. The service will have an annual management charge of 1.2 per cent plus VAT, but would be faced with no minimum or transaction charges.

Brewin Dolphin was named advisers’ most used discretionary fund manager (DFM) earlier this month, according to Defaqto’s latest DFM industry survey.

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