An investment firm has teamed up with an advisory business to offer a portfolio of products – including Sipps and SSAS.
Brooks Macdonald Asset Management has announced what it called a "strategic alliance" with Hampshire-based Prosperity Independent Financial Advisers, which was founded by Mark Newman and Jasper de Zoeten.
Brooks will offer Prosperity's clients two investment options - the bespoke portfolio service and the managed portfolio service, both of which both have five star ratings from Defaqto.
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The latter will give Prosperity's clients access to five risk-rated, diversified portfolios, which can be held within a range of product structures including Sipps, SSAS, offshore bonds, and individual trusts.
Andrew Shepherd, joint managing director at Brooks, said: "The investment management services that we are providing are designed to cover Prosperity clients' wide range of investment objectives and risk profiles."
He described Prosperity as having a "thorough financial advisory process" which will bolster Brooks' overall wealth management.
Mark Newman, managing director at Prosperity, said: "Forming a strategic alliance with Brooks Macdonald has helped us develop a bespoke investment management proposition that will offer an enhanced investor and advisor experience and provides us with a more robust compliance model for the post-RDR world."
