Brooks Macdonald Asset Management has partnered with Berkshire-based IFA firm Petrus Financial Services to expand the reach of its investment propositions.
The deal will mean Petrus' clients will have access to Brooks Macdonald's bespoke and managed portfolio services. The bespoke service is designed for private clients who require an individual investment portfolio finetuned to reflect their circumstances. Alternatively, the Managed Portfolio Service offers five actively managed risk-rated portfolios. Brooks Macdonald will manage both of these services on a discretionary basis, with suitablity for the portfolio remaining the responsiblity of Petrus. Andrew Shepherd, joint managing director of Brooks Macdonald, said: "Petrus have a th...
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