Brooks Macdonald and Petrus team up
Brooks Macdonald Asset Management (BMAM), has formed strategic alliance with Petrus Financial Services (Petrus), the Berkshire based independent financial adviser firm.
BMAM will offer Petrus’s clients two investment propositions: the bespoke portfolio service and the managed portfolio service.
BMAM will manage both of these services for Petrus on a discretionary basis with responsibility for the suitability of the portfolio being retained by Petrus.
The bespoke portfolios will be managed by BMAM’s Hampshire office led by John Wallace, regional director, and the managed portfolios will managed by BMAM’s team based in London.
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