Who we are
Brooks Macdonald Group plc, through its various subsidiaries, provides investment management services in the UK and internationally. The Group, which was founded in 1991 and began trading on AIM in 2005, had Discretionary Funds under Management of £16.8 billion as at September 2021.
Brooks Macdonald offers a range of investment management services to private high net worth individuals, pension funds, institutions, charities and trusts. The Group also provides financial planning as well as offshore investment management and acts as fund manager to a regulated OEIC providing a range of risk-managed multi-asset funds and a specialised absolute return fund.
The Group has fourteen offices across the UK and the Channel Islands including London, Cheltenham, East Anglia, Exeter, Hampshire, Leamington Spa, Leeds, Manchester, Tunbridge Wells, Scotland, Wales, Jersey, Guernsey and Isle of Man.
What we do
Our aim is to enhance our clients’ wealth through the provision of our investment solutions.
Our investment process is centralised to ensure that the principles of our investment philosophy are reflected in all client portfolios. It allows each investment manager to fully leverage the broad expertise of our asset allocation and investment committees, as well as the in-depth knowledge of our specialist sector research teams.
We offer a range of risk-managed multi-asset and single-strategy solutions designed to meet specific objectives, with different options to cater for portfolio size and currency requirements.
At Brooks Macdonald, we are dedicated to the highest professional standards and believe in acting with honesty, fairness and clarity in everything we do. Collectively, we endeavour to create solutions that will consistently meet our clients’ needs in an increasingly complex and ever-changing world.
