Leicestershire-based independent financial adviser Clarkson Wayman Ball has outsourced investments to Brooks Macdonald Asset Management.
The strategic alliance enables CWB to offer its clients access to Brook Macdonald’s three discretionary investment services: bespoke portfolio service, managed portfolio service and fund of funds.
The services can be managed within a wide range of product structures, including Isas, offshore and onshore bonds, self-invested personal pensions, small self-administered pension schemes, and individual trusts.
Graham Clarkson, managing director at CWB, said: “Clients already benefit from a wide range of services provided by our team of highly skilled and qualified professionals, the addition of the investment management expertise provided by BMAM will further enhance our proposition.”
Andrew Shepherd, joint managing director of BMAM, added: “We are strong believers in the mutual benefits of strategic alliances and the building of strong and trusting relationships with IFA firms and are confident that we will enhance the service that CWB offers.”
peter.walker@ft.com
