Brunswick Investment Management > Our Services > Brunswick Discretionary Portfolio Management and Administration Service

Brunswick Discretionary Portfolio Management and Administration Service

The two OEICs managed by Brunswick Investment Management Ltd form a major part of our bolt-on Discretionary Portfolio Management and Administration service.

We provide a blending service, whereby a combination of the two OEICs can be matched with the amount of volatility your client chooses.  This is combined with a rebalancing service to ensure the portfolio never strays too far from the chosen blend.

We can also offer some or all of the following discretionary portfolio management services:

  • Investing new monies received into the portfolio (both single and regular deposits)
  • Disinvesting and arranging withdrawals from the portfolio (both single and regular withdrawals)
  • Maintaining a sufficient cash balance within the portfolio
  • Using Individual Savings Account (ISA) allowances
  • Using Capital Gains Tax (CGT) allowances
  • Using pension contribution allowances and monitoring for tax relief
  • Pension income recycling
  • Assisting with pension crystallisation events

To provide this service we ask you to provide us with a mandate of instructions for your client at outset and to inform us of any changes to this mandate at any time.

Our Services

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01603 895360
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Other Services We Provide

We can also help in the following areas.

Brunswick Fund Management Service

Brunswick Investment Management Ltd is firstly a fund management service. The FP Brunswick OEICs are actively managed on a daily basis to achieve their investment objectives.

Investment Process

Investment exposure is gained by investing into collectives as we believe that no fund group can be expected to be the best in every region.

Fund Manager

The OEICs are managed by Nigel Breakell (Chartered MCSI), who has been involved with the firm and its predecessors for over 10 years.

Awards

The FP Brunswick Diversified Portfolio has won the best fund over 3 years and 5 years in the Absolute Return GBP Medium classification in the 2019 Lipper awards.

Brunswick Discretionary Portfolio Management and Administration Service

The two OEICs managed by Brunswick Investment Management Ltd form a major part of our bolt-on Discretionary Portfolio Management and Administration service.

Portfolio Manager

The Portfolio Management service is managed by Sally Grimes (DipPFS, IMC), who has been involved with the firm and its predecessors since 2000.