Brooks Macdonald International (BMI) has partnered with Glacier International, a specialist division within Glacier by Sanlam, to offer discretionary investment management services to offshore investors in South Africa.
The services will be offered to offshore investors via Glacier International’s Global Life Plan, a unit-linked investment plan.
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Under the partnership, users of Global Life Plan can access BMI’s full range of offshore segregated discretionary services, including its risk-rated, multi-asset and single strategy (bond and equity) portfolios, which are available in multi-currency options and for a variety of entry levels.
In addition, investors using the Global Life Plan will also receive all the benefits of investing within a life plan, including tax and estate planning advantages.
BMI business development director Lindsay Bateman said: "The addition of our discretionary investment services to the Glacier International Global Life Plan supports our continued commitment to servicing the professional adviser and private client investor base in South Africa.
"Our range of investment solutions can invest in a wide variety of vehicles across the full spectrum of asset classes, providing an excellent fit for South African investors who are increasingly looking to diversify their asset base."
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