Origen hands discretionary management to Brooks Macdonald

Origen will continue to look after the day-to-day financial affairs and financial strategy of its discretionary clients, but Brooks Macdonald will take over investment management. Under the new arrangement, Origen says it will be able to offer clients three levels of investment management: Advisory Portfolio Service – the existing advised service, which will continue to be provided by Origen consultants using the Cofunds platform for collectives. Managed Portfolio Service – Origen clients with assets of between £10,000 and £300,000 who require discretionary management will be able to c...