We’ve built Fundment to propel financial advice businesses through technology. Our goal is to make everything you do feel effortless and all your clients’ experiences feel optimal. We simplify account opening and transfers. We offer unequalled investment control whether advisory or discretionary. We’ve developed a digital retirement offering that lets you create, edit and manage instructions in moments. And our custom indexing technology takes personalised portfolio management to a new level. All of this and more… and the technology is 100% ours.
Brooks Macdonald Group plc, through its various subsidiaries, provides leading investment management services in the UK and internationally. The Group, which was founded in 1991 and began trading on AIM in 2005, had Discretionary Funds Under Management of £17.6 billion as at 31 December 2023.
Brooks Macdonald offers a range of investment management services to private high net worth individuals, pension funds, institutions, and trusts. The Group also provides financial planning as well as offshore investment management and acts as fund manager to a regulated OEIC providing a range of risk-managed multi-asset funds and a specialised absolute return fund.
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital in income and credit opportunities that span the liquidity spectrum, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and alternative investment solutions and a valued financing partner.