Wealth Manager - the site for professional investment managers

Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Brooks signs outsourcing deal with major accountancy chain

Brooks signs outsourcing deal with major accountancy chain

Brooks Macdonald has signed a deal allowing it to offer its portfolio management services to Reeves, one of the largest independent accountancy businesses in London and the east of England.

‘We look forward to a long and mutually advantageous relationship with the Reeves team,’ said Andrew Shepherd (pictured above on left), BMAM managing director.

‘We have been extremely impressed with Reeves' approach and the way in which they work with clients so are delighted that they have chosen Brooks Macdonald Asset Management as an outsourced investment management solution.’ 

‘We are strong believers in the mutual benefits of strategic alliances and the building of strong and trusting relationships with IFA firms and I am confident that we will enhance the service that Reeves offers to their clients.’

Brooks will supply Reeves clients with its range of six risk-rated, multi-asset portfolios.

‘We are very excited to work with Brooks Macdonald Asset Management who demonstrated to us that they have a clear understanding of the needs of our business and our clients as well as the resources to deliver,’ said Reeves partner and head of its planning business David Hurst.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Your Business: Cover Star Club

Profile: The opportunity set that attracted Brett Williams to wealth management

Profile: The opportunity set that attracted Brett Williams to wealth management

Brett Williams is best known for helping to build some of the biggest platforms in the IFA market.He made the move over to wealth management to head SEI’s UK business earlier this year in the belief that this is where the best opportunities now lie.

Wealth Manager on Twitter