Brooks Macdonald Group
Asset management partnering
Brooks Macdonald Group is an investment management services company operating in the UK and internationally. The group, which was founded in 1991 and began trading on the AIM in 2005, has discretionary funds under management of £11.7bn (31 December, 2017).
Through its core divisions, Brooks Macdonald offers a range of services and advice to individuals, pension funds, institutions, charities and trusts. It also provides offshore fund management and administration services and acts as fund manager to regulated OEICs, providing specialist funds in the property and absolute return sectors.
The group has offices across the UK and the Channel Islands including London, Leamington Spa, Manchester, Taunton, Tunbridge Wells, York, and in Hampshire, Wales, Scotland, Guernsey and Jersey.
Global
Investment Week asks managers where they believe the best opportunities and key risks lie in the forthcoming 12 months.
14 December 2015
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12 min read
Wealth Management
The wealth management space has shown no signs of slowing down despite the quiet summer season. Here Investment Week chronicles the biggest events of the third quarter of 2015 from acquisitions to robo-advice.
15 October 2015
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Specialist
The endeavour of projecting today's conditions, trends and relationships into the future inevitably results in errors of judgement - and economists continue to get caught out by the ever-changing market environment (often at the worst possible times)....
25 September 2015
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2 min read
Wealth managers
Wealth manager Brooks Macdonald has promoted Andrew Shepherd, joint managing director of its asset management business, into the new role of deputy chief executive with immediate effect.
04 August 2015
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Wealth Management
Brooks Macdonald Group has seen its discretionary funds under management grow to £7.4bn at the end of June, despite "unhelpful markets" in the fourth quarter.
24 July 2015
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Equities
Toby Thompson, manager of the Brooks Macdonald Global Equity Income fund, analyses if equity investors are right to be concerned about the concentration of income from only a limited number of mega-cap companies
03 July 2015
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4 min read
Wealth Management
Brooks Macdonald has appointed Brewin Dolphin divisional director Ghislaine Perry as head of group marketing.
18 June 2015
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Wealth Management
Brooks Macdonald has seen an increase in its funds under management over its financial third quarter, driven by new discretionary business.
29 April 2015
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