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 of £13.1 billion as at 31 December 2019.

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 thirteen offices across the UK and the Channel Islands including London, East Anglia, Hampshire, Leamington Spa, Leeds, Manchester, Taunton, Tunbridge Wells, Wales, Scotland, Jersey, and Guernsey.

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.

Strategies

Sterling £

Bespoke

MANDATES
  • Corporate Bond • low

    Target return: cash deposits + inflation

  • Low-Medium • medium

  • Medium • medium

  • Medium-High • high

  • Direct Equity • high

    Target return: inflation +5%

US Dollar $

MANDATES
  • Corporate Bond • low

    Target return: cash deposits + inflation

  • Low • medium

  • Medium • medium

  • Direct Equity • high

    Target return: inflation +5%

Euro

MANDATES
  • Corporate Bond • low

    Target return: cash deposits + inflation

  • Low • medium

  • Medium • high

  • Direct Equity • high

    Target return: inflation +5%

International Managed Portfolio Service £

Our International Managed Portfolio Service is a multi-asset investment solution that provides a choice of six risk-rated model portfolios. Each model portfolio is designed to suit differing investment objectives associated with your attitude to risk by investing in collective investment schemes and ETFs with exposure across a wide spectrum of asset classes.

MANDATES
  • MPS Defensive • low

    Wealth preservation & returns in excess of cash.

  • MPS Cautious Balanced • medium

    A large degree of capital protection whilst providing an element of capital growth.

  • MPS Balanced • medium

    Provide some capital growth, without full equity market volatility.

  • MPS Growth • high

    Structured to provide high levels of participation in growth assets.

  • MPS High Growth • high

    Providing full, diversified exposure to equity markets.

International Managed Portfolio Service $

MANDATES
  • MPS Cautious Balanced • medium

    A large degree of capital protection whilst providing an element of capital growth.

  • MPS Balanced • medium

    Provide some capital growth, without full equity market volatility.

  • MPS Growth • high

    Structured to provide high levels of participation in growth assets.

International Managed Portfolio Service

MANDATES
  • MPS Cautious Balanced • medium

    A large degree of capital protection whilst providing an element of capital growth.

  • MPS Balanced • medium

    Provide some capital growth, without full equity market volatility.

  • MPS Growth • high

    Structured to provide high levels of participation in growth assets.