Investment services in Africa

Transcription

1 Investment services in Africa

2 Our Africa Team Key contacts Our dedicated Africa team has over 30 years of experience working in the local financial services industry. We recognise Africa as an important growth market and are well placed to understand the changing needs of advisers and their clients in this fast-developing region. In South Africa, we hold a Category I licence to provide advisory and intermediary services, issued by the Financial Services Conduct Authority (FSCA). We travel to Africa regularly to meet with professional advisers and their clients. If you would like any more information, please do not hesitate to contact one of our team. Lindsay Bateman Business Development Director Approved as Key Individual & Representative by the Financial Services Board T + 44 (0) M +44 (0) E lindsay.bateman@brooksmacdonald.com Gary Hill Investment Director Approved as Key Individual & Representative by the Financial Services Board T + 44 (0) M +44 (0) E gary.hill@brooksmacdonald.com

3 Adviser Solutions Team T +44 (0) E advisersolutions@brooksmacdonald.com Please contact for: Portfolio administration Application processing Valuations Fee payments Online support Matt Wintour Relationship Manager T +44 (0) E matthew.wintour@ brooksmacdonald.com

4 About us At Brooks Macdonald, our aim is to enhance our clients wealth through the provision of our risk-managed investment solutions. We seek to build trusting relationships founded on the professionalism of our people, who are selected for their ability to relate to clients, analytical skills, outlook and drive. Our employees have allowed us to instil a culture that supports consistency in every aspect of our business. We partner with professional advisers to complement their services and benefit our mutual clients. All services, unless otherwise stated, provided by Brooks Macdonald Asset Management (International) Limited.

5 Investment solutions We offer a range of discretionary investment services to African investors through their professional advisers. Our multi-asset and single-strategy solutions are designed to match individual risk profiles, income or growth requirements and investment timeframes. Our investment approach allows us to invest in a wide range of investment vehicles and asset classes in order to build a strategy to meet these objectives. Your dedicated investment manager and team will work closely with you and your clients to define a strategy best suited to your clients desired outcomes. Our investment solutions are offered through segregated and pooled structures and in multiple currency denominations, including sterling, euros and US dollars. For clients who wish to retain responsibility for their investment decisions and require safekeeping of their assets, we also offer a sophisticated dealing and custody service.

6 Partnering with Brooks Macdonald We work with financial advisers, trust companies, accountants, lawyers and consultants to deliver investment solutions for our mutual clients. Clients and business partners of Brooks Macdonald may benefit from: a dedicated regional team. our solutions-based investment approach. ability to invest in multiple currencies. a high degree of personal contact with your investment management team. our independence, meaning we are not tied to any specific products. our in-depth understanding of international regulatory change. online reporting and online investment proposal generator. competitive and transparent charging structures. Why the Channel Islands? Jersey and Guernsey are widely recognised as leading international financial centres. As jurisdictions operating at the forefront of international regulatory change, the Channel Islands offer a high level of security to investors wishing to diversify their investment portfolios offshore. With a time zone similar to much of Africa, close proximity to the UK, and access to markets, currencies and asset classes that may otherwise be unavailable to African investors, the Channel Islands continue to be investment locations of choice for many offshore investors.

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8 Important information Prices and income will fluctuate and you may not get back your original investment. Past performance is not a reliable indicator of future returns. Brooks Macdonald is a trading name of Brooks Macdonald Group plc used by various companies in the Brooks Macdonald group of companies. Brooks Macdonald Asset Management (International) Limited is licensed and regulated by the Guernsey Financial Services Commission. Its Jersey Branch is licensed and regulated by the Jersey Financial Services Commission. Brooks Macdonald Asset Management (International) Limited is an authorised Financial Services Provider, regulated by the South African Financial Sector Conduct Authority. Registered in Guernsey No Registered office: First Floor, Royal Chambers, St. Julian s Avenue, St. Peter Port, Guernsey GY1 2HH. Registered in Jersey No Registered office: First Floor, Liberation House, Castle Street, St. Helier, Jersey JE2 3AT. More information about the Brooks Macdonald Group can be found at BMI/247.6/OCT18