Brooks Macdonald Asset Management (BMAM) has formed a strategic partnership with Castlegate Financial Management, the East Midlands-based Independent Financial Advisory (IFA) firm of Chartered Financial Planners, to continue its UK growth pattern.
The partnership will enable Castlegate’s clients to retain the same level of personal service, while benefitting with institutional buying power and market access of BMAM.
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The move will see Castlegate’s clients accessing BMAM’s investment capabilities, which includes 80-plus strong investment team, through the use of the company’s proven centralised investment process.
Castlegate Financial Management managing director Peter Townsend said: "access to Brooks Macdonald’s track record and investment process and governance will establish these new services we are able to provide to our clients.
"In forming this strategic alliance, we have established a combined investment and advisory proposition that truly sets us apart from the competition."
Commenting on the alliance, BMAM managing director Nick Holmes said: "At Brooks Macdonald we are strong believers in the mutual benefits of strategic alliances.
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By GlobalData"We have been particularly impressed with Castlegate’s approach to working with its clients and are confident that this partnership will enhance their service offering."
