Discretionary Investments

WE OFFER INDEPENDENT INVESTMENT ADVICE AND ARE DEDICATED TO ACHIEVING A CONSISTENTLY HIGH LEVEL OF INVESTMENT PERFORMANCE FOR CLIENTS OVER THE MEDIUM TO LONG-TERM.

In recent times the use of discretionary investment management has grown significantly and allows clients to delegate the day-to-day investment decisions and ongoing management of their portfolio to a team of professional, highly experienced investment managers.

At MDG, we believe that this function should be outsourced to a firm which has specialist teams with the expertise and technology to focus solely on the day to day management of money.

We have therefore chosen Brooks Macdonald Asset Management (BMAM) as our strategic partner for discretionary investment management.

BMAM is a specialist investment manager providing discretionary management services for private clients, trusts, charities and pensions funds. Since their formation in 1991, BMAM has delivered excellent client service and consistent, award winning performance. BMAM is part of the Brooks Macdonald Group Plc, an AIM listed, wealth management group which is authorised and regulated by the Financial Conduct Authority.

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Over a considerable period, the directors of MDG assessed a large number of suitable discretionary investment managers. The selection criteria used included brand and financial strength, the quality of their investment process and the personnel managing the portfolios. Other deciding factors were their willingness to listen and work closely with us to ensure the best possible service to our clients – especially in respect of performance, reporting, communications and, of course, ethos. We found BMAM to be outstanding.

BMAM has developed two discretionary investment management services which can cater for the needs of our clients where appropriate. These are “The Managed Portfolio Service” and “The Bespoke Portfolio Service”.

Brooks Macdonald Awards and Ratings