Investments
Independent Financial Advice for Everyone
BMSG offers a range of investment services to suit client needs. These range from ‘off-the-shelf’ investment models through to BMSG’s own Investment Management Process (IMP) and will utilise a suitable selection of structures such as:
Independent Savings Accounts (ISA)
General Investment Accounts (GIA)
Investment Bonds
Pensions
BMSG’s Investment Management Process can be applied to all monies under management whether they are in a pension, a general investment account, an Investment Bond or an investment ISA.
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The Investment Management Process (explained below), including the fund monitoring and switching, is included within a client’s ongoing advice fee and BMSG believes this active management is exactly what clients should expect from their adviser.
How our investments work
BMSG carries out regular analysis of retail grade investment funds and uses various filtering and metrics to select those it believes have the potential to perform well. This selection is updated each calendar quarter as a Recommended Fund Panel (RFP).
The RFP is organised into different portfolios giving a diversification and spread of risk and volatility enabling selections to be made that best suit the client. The RFP is continuously monitored and should any fund be deemed to underperform, BMSG will immediately recommend a fund switch to clients holding that investment.
The Investment Management Process is delivered via BMSG’s Personal Finance Portal (PFP). You can learn more about the PFP here or contact us to arrange a demonstration.