Brooks Macdonald becomes latest appointment to SimplyBiz’s Risk Controlled solutions range

by | Sep 6, 2023

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SimplyBiz has announced that Brooks Macdonald’s Risk Controlled Model Portfolio Solutions are the latest addition to its Risk Controlled investment solutions range, forming part of its Core CIP service to members.

Created in partnership with its sister company, Defaqto, SimplyBiz’s Risk Controlled range is designed to both support improved adviser efficiency and the suitability of consumer outcomes. The range helps advisers identify the optimal solution to meet the client’s investment objectives in line with their risk profile by optimally aligning the investment solution to the advice and research process within the Centra system.

Rodger Baillie, Director of Distribution Services for SimplyBiz, commented: 

 
 

“We know that post the implementation of the Consumer Duty rules, advisers are always looking for ways to further streamline their advice process, adding efficiencies which allow them to spend more time with clients, and that’s one of the benefits offered by our Risk Controlled investment range. In addition, broadening the range of model portfolio solutions that are managed in line with our core central investment process provides more choice, allowing advisers the ability to demonstrate fair value assessment for their clients.

“We have worked closely with Brooks Macdonald for many years, and it is highly regarded in the UK market for constructing quality model portfolio solutions, designed to support the needs of both advisers and consumers.  The partnership, and the alignment of Brooks Macdonald’s model portfolios, is a fantastic addition to the Risk Controlled range.”

Frank Atkins, Investment Director and Head of Multi Asset Team at Brooks Macdonald, added: 

 
 

“Our Defaqto five-diamond rated risk targeted model portfolios are designed, built, and managed to deliver the best possible performance for advisers who want a transparent and straightforward way to meet their client’s expectations of risk and return. We are delighted to be partnering with SimplyBiz for their Risk Controlled investment range, helping advisers identify the most appropriate solutions for their clients.”

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