Andrew Shepherd

Provides investment management and financial services

Provides investment management services

BMAM is an active, medium- to long-term manager which aims to provide strong and consistent risk-adjusted returns by constructing balanced, individual portfolios composed of the best investments across asset classes. The firm aims to combine selected external managers with a carefully selected mix of direct, passive and alternative assets across a managed selection of the most relevant asset classes. Investment managers combine their understanding of client requirements with asset allocation guidance from the investment committee and investment selections from their research teams. BMAM’s in-house research teams and experienced investment managers form the backbone of the firm’s centralized investment process which aims to generate transparent and consistent performance outcomes, and to provide high-quality investment solutions that resonate with the requirements of professional adviser firms and their clients.

Brooks Macdonald creates a personalized strategy that brings together different investments aligned to their clients’ attitude to risk. The firm aims to design a plan which evolves with clients over time which can weather changing market conditions in the short-term, aiming to provide growth in the long-term.

Canaccord AM aims to generate transparent and consistent performance outcomes, and to provide high-quality investment solutions that resonate with the requirements of professional adviser firms and their clients. They manage active investment portfolios with varying risk and return profiles, designed to meet a broad range of objectives. Their in-house research teams and experienced investment managers form the backbone of their centralized investment process.

Provides investment management services

Provides asset management services