Brooks Macdonald

Who we are

Brooks Macdonald Group plc, through its various subsidiaries, provides leading 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 (FUM) of £10.5bn as at 30 June 2017.

Through its core divisions, Brooks Macdonald offers a range of risk-managed investment solutions. We partner with trustees and advisers to complement their services and benefit our mutual clients.

The Group has thirteen offices across the UK and the Channel Islands including London, Edinburgh, Guernsey, Hale, Hampshire, Jersey, Leamington Spa, Manchester, Taunton, Tunbridge Wells, York and Wales.

What we do

We offer a full-service proposition service designed to help trustees to meet their obligations. This includes tailored portfolio construction and management, a highly personalised service, efficient investment monitoring and reporting and training and education.

Our tailored, risk-managed multi-asset and single-strategy (direct bond and equity) investment solutions are designed to help you meet your clients’ objectives. We build solutions to match individual risk profiles, income or growth requirements and investment timeframes.

We invest in a wide range of investment vehicles and asset classes to meet your objectives. Your dedicated investment manager and their team will work closely with you and your clients to define a strategy best suited to their desired outcomes.

Contacts

Richard Hughes
Jersey
Head of Business Development
Richard.Hughes@brooksmacdonald.com
+44 (0) 1534 715 576