JM Finn & Co has penned a deal with Brunel Capital Partners which will see it provide discretionary management services to the financial planning firm via a wrap platform.
The link-up will see JM Finn deliver a portfolio management service to Brunel as well as being responsible for underlying fund selection across both the passive and active spheres. "By integrating our DFM services via a wrap platform, Brunel's overall proposition is proof that RDR, improved technology and the evolution of the wrap platform are changing the financial services landscape, "said JM Finn director of intermediary sales Mike Mount. The partnership will allow Brunel to concentrate on client relationships and financial planning. Bristol-based Brunel was established by Dam...
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