Unitised Solutions

Who are Brooks Macdonald Asset Management?

Founded in 1991, we provide award winning investment management services in the UK and internationally. The Group, which began trading on AIM in 2005, has Discretionary Funds under Management of £16.9 billion as at 30 September 2023. 

We offer a range of investment management services to private high net worth individuals, pension funds, institutions, and trusts. We also provide offshore investment management. We act as fund manager to a regulated OEIC by providing a range of risk-managed multi-asset funds and a specialised absolute return fund. 

We have thirteen offices across the UK and the Channel Islands including London, East Anglia, Hampshire, Leamington Spa, Leeds, Manchester, Taunton, Tunbridge Wells, Scotland, Wales, Jersey, and Guernsey.

Investment services on the Novia Global platform are provided by Brooks Macdonald Asset Management (International) Limited.

Available through the Novia Global platform: 

Multi-Asset Funds

Our Multi Strategy fund range consists of five risk rated funds, which mirror our IMPS portfolio offering as follows: 

• Cautious Balanced
• Balanced
• Growth
• High Growth
• US$ Growth

For more information on our solutions, please contact our Adviser solutions team.

T: +44 (0)1534 715 555

E: advisersolutions@brooksmacdonald.com

Canaccord Genuity Wealth Management (CGWM) gives your clients access to a broad range of wealth management solutions.

We have built up our business and reputation over many years and now, in the UK and Europe, our investment specialists manage and administer over £30bn of assets (as at 31 March 2021).

We are part of Canaccord Genuity Group Inc., a publicly traded company under the symbol CF on the Toronto Stock Exchange. The Group has offices in 10 countries, including the UK and Crown Dependencies, while Canaccord Genuity, our international capital markets division, operates around the world, including the UK, Europe, Asia and the Middle East.

Available now through the Novia Global platform:

International Managed Portfolio Service (IMPS)

Our International Managed Portfolio Service is a selection of three risk-rated portfolios – Cautious, Balanced and Growth - suitable for clients who have at least £50,000 (or the US dollar/euro equivalent) to invest. They give you and your client access to our organisation-wide expertise, global research and resources at a level that is usually only available when investing a much higher amount.

Whichever option you choose, your client will have their own managed portfolio, suited to their risk needs, while enabling you both to share the benefits of our CGWM investment expertise and continuous monitoring.

We select investments from the entire marketplace, so your client’s portfolio will hold a range of investments across different asset classes. This ensures it is fully diversified, which manages and reduces investment risk.

CGWM Funds

The CGWM Funds range consists of five multi-manager, multi-asset funds, designed with different levels of risk and return to meet your clients’ specific investment objectives and risk preferences:

The CGWM Funds are actively managed on a daily basis, ensuring that your client’s investments stay abreast of changes in the market.

Our investment managers have built up an excellent track record through both bull and bear markets: for example, Mark Piper has managed our Opportunity Fund since 2001, while Justin Oliver has run the Affinity and Diversity Funds for over 15 years.

The CGWM Funds are ideal for investors living away from their home country. They are designed to be flexible, so clients can top up their investments whenever they want, wherever they are living. The CGWM Funds are available through many international life company tax-efficient wrappers.

You can find more information here https://www.canaccordgenuity.com/wealth-management-uk/intermediaries/investment-funds/  , or download our brochure: https://www.canaccordgenuity.com/48e6dc/globalassets/wealth-management-uk/campaign/it-2021/tech/b220-international-funds-brochure.pdf

Contact:

Daragh O’Sullivan,
E: daragh.osullivan@canaccord.com
T: +44 7900 732790

Founded more than 180 years ago, the group is trusted to look after £55.8 billion of assets (as at 31 March 2022) for our global clients from offices across the UK, Republic of Ireland and Channel Islands.

All of our services are underpinned by a disciplined investment process and delivered by highly qualified and experienced professionals.

Evelyn Partners’ purpose is to ‘place the power of good investment advice into more hands’ and believe we are uniquely placed to support financial advisers and their clients navigate the ever-changing investment landscape to achieve their goals.

At the heart of our investment approach is the understanding that clients are particularly sensitive to losses, rather than being averse to taking investment risk (in the form of uncertainty). At Evelyn Partners, we aim to Preserve and Grow the Real value of our client assets through Time.

The core beliefs of our investment philosophy are: 

• To achieve returns ahead of cash and inflation
• Understand risks taken and particularly the risk of capital loss
• To back our judgement and invest alongside our clients
• The principle of diversification
• To embrace the use of both funds and single securities
• To use active and passive management techniques for the benefit of our clients
• To be aware of and to minimise the impact of costs 

 Evelyn Partners offer Core and Sustainable portfolios in Sterling, Dollar and Euro denomination.

Please further information please contact:

Harriette Collings
Director of Business Development
Tel: +44 (0) 20 3818 6653
Mobile: +44 (0) 7894 233 034

Email: harriette.collings@evelyn.com

The Marlborough Group has an award-winning investment team, a 30-year pedigree and over £11 billion of assets under management. Although it is a rapidly growing business, Marlborough remains resolutely privately owned. This means its objectives are aligned with those of its investors, and can therefore focus on delivering exceptional results without distraction.

Most investment management businesses will claim to have highly experienced fund managers and a ‘unique’ investment process. Who would want to deal with a business that didn’t? However, exceptional returns are the exception by definition. It is those returns that set Marlborough apart.

Why choose Marlborough:

• World-class investment expertise. Our Managed Portfolio Service provides access to award-winning Marlborough funds managed by specialist teams which have been in place for more than a decade. Citywire identified Marlborough’s flagship Special Situations Fund, run by Giles Hargreave, as one of the world’s top ten performers over a decade across all asset classes. Tilney Bestinvest recently named Giles the UK’s number one equity fund manager after he achieved the most consistent outperformance of all managers analysed. Marlborough has five Citywire-rated managers running the underlying funds.
• Breadth of investment opportunities. Marlborough’s seven risk-graded portfolios invest in funds covering the major asset classes and include a number of successful multi-cap equity strategies, designed to generate alpha while providing important diversification benefits.
• A truly experienced team. The Managed Portfolio Service (MPS) team is led by Marlborough’s Deputy Chairman, Nicholas Cooling, and members have more than 60 years’ combined investment experience. Marlborough’s award-winning Investment Director, Geoff Hitchin, provides support and input at a strategic level and the MPS team has direct access to the managers of the underlying funds.
• Independent thinking. Marlborough’s managers are given the flexibility and authority to employ the flair on which their success has been built, free of House View constraint. They have at their fingertips the huge array of resources you would expect from a major investment house, without sacrificing agility and independence.

For more information contact the investment team directly on 01283 791600 or https://www.marlboroughgroup.com/

• Nicholas Cooling, Fund Manager & Deputy Chairman
• Gurjit Soggi, Fund Manager & Chartered Wealth Manager
• Raj Manon, Fund Manager

Established in 1993 by Sir John Beckwith and Mark Johnson, Pacific Investments has a proven record of identifying industry-leading investment managers. Over the years, the group’s various businesses have managed over US$50 billion on behalf of institutions, wealth managers, family offices and individuals.  The group created Pacific Asset Management, the core asset management business within the group, to give investors access to fund managers who are proven to deliver superior investment returns over the long term.  Firmly established within the global institutional infrastructure of the independently owned Pacific Investments group, Pacific Asset Management is able to take a non-biased approach to investing, something that incumbent, often listed business struggle with.   

Asset management businesses which were originally founded by Pacific Investments include Thames River Capital which was sold to F&C/BMO, Europa Capital latterly sold to Rockefeller, Liontrust Asset Management plc and River & Mercantile. Additionally, Sir John’s global diversified investment group Pacific Investments also has considerable experience in emerging markets, having successfully founded Thames River Capital with its flagship emerging market fund Thames River Nevsky, which later became Nevsky Capital. 

The Pacific Multi Asset Accumulator range blends ETFs, actively managed funds, factor strategies and direct securities to create affordable, diversified investment solutions. We offer a range of portfolio services to meet clients’ needs, available in Sterling, US dollars, Euros and AUD dollars. 

Multi-Asset Accumulator Fund Range: https://www.pacificam.co.uk/core-capabilities/multi-asset-accumulator-fund-range

MPS Range info sheet: https://www.pacificam.co.uk/wp-content/uploads/PAM_MPS_Range.pdf

Portfolio range section on website: https://www.pacificam.co.uk/core-capabilities/model-portfolio-solutions/portfolio-range/

Contact Details

Contact Details

Freddie Streeter
Sales Director
fstreeter@pacificam.co.uk
Tel: +44 20 7591 1651

Adella Hives
Junior Associate Director
ahives@pacificam.co.uk
Tel: +44 203 970 2990