British wealth manager Brooks Macdonald has entered into a partnership with Pareto Financial Planning to allow Pareto’s clients to access its discretionary investment services.
Under the agreement, Brooks Macdonald will offer its range of investment services, including its Bespoke Portfolio Service – which encompasses Isas, offshore and onshore bonds, self-invested personal pensions (SIPPs), small self administered schemes (SSASs) and individual trusts.
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Additionally, Brook Macdonald’s investment team will be available to Pareto.
Pareto managing director John Stevenson said: “This strategic alliance is an important step for our business as we continue to strengthen our proposition. Brooks Macdonald has a strong track record and will provide an excellent solution for some of our clients seeking investment management services.”
Brooks Macdonald asset management managing director Nick Holmes said: “We are pleased that Pareto has chosen to partner with us and are confident that our investment solutions will help to meet the needs of their clients. Pareto is an exciting business with a strong proposition, and we look forward to working with them in this capacity.”
Pareto offers bespoke advice to both corporate and private individuals, including a specialist sports, media and entertainment department.
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