The agreement will enable clients of Oval to use two of BMAM’s investment propositions; the Managed Portfolio Service and the Bespoke Portfolio Service.
The Managed Portfolio Service will give access to five actively managed, risk-rated, diversified portfolios holding investments; unit trusts, OEICs, investment trusts, exchange-traded funds, structured products and cash.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Further, it will be possible to hold the five products inside structures including offshore and onshore bond ISAs, self invested personal pensions, small self-administered pension schemes and individual trusts.
It was in July 2012 that BMAM had added three new investment management directors to its teams in London and Manchester.
And as on 30 June 2012, the funds under management of Brooks Macdonald Group was at GBP3.52 billion.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
