brooks macdonald disc service through elevate

Brooks Macdonald is the latest firm to offer its discretionary proposition through Axa Wealth’s Elevate platform.

brooks macdonald disc service through elevate

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Brooks Macdonald is to make available its discretionary management proposition, Managed Portfolio Service. It offers a choice of five actively managed, risk-rate, multi-asset portfolios to IFAs and their clients.

The company’s joint managing director, Andrew Shepherd, commented: “Our robust investment management proposition will be available through a number of models and funds designed to meet the differing needs of their clients.

"This is an important step for Brooks Macdonald in supporting the IFA community’s increasing use of platforms and we are keen to avail ourselves to advisers via whichever medium they choose to operate through.”

The five portfolios are defensive income, lower and higher risk and two medium risk portfolios, one active and one passive.