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.
Investment
Brooks Macdonald International has appointed Darren Zaman as chief executive of its offshore business.
06 October 2014
•
Investment
Hargreaves Lansdown has selected Smith & Williamson and Brooks Macdonald as its preferred partners for bespoke discretionary asset management services.
03 October 2014
•
Wealth Management
Brooks Macdonald has reported a sharp uptick in funds under management year on year following a raft of acquisitions in 2014.
17 September 2014
•
Investment
Brooks Macdonald Asset Management has partnered with Berkshire-based IFA firm Petrus Financial Services to expand the reach of its investment propositions.
07 August 2014
•
Investment
Discretionary fund managers are facing growing pressure to standardise managed portfolio fees as the FCA considers warning advisers against using any service where costs are not clear.
29 July 2014
•
3 min read
Wealth Management
Brooks Macdonald said today it will complete a deal to buy risk-adjusted funds house Levitas Investment Management "imminently" after reporting another jump in discretionary assets under management.
24 July 2014
•
Investment
Brooks Macdonald is planning a ‘substantial' fee cut for its discretionary fund management service, which could see its headline charge fall by up to 30%.
16 June 2014
•
Platforms
Discretionary fund managers are failing their customers by adopting opaque and expensive charging structures, according to a new report.
03 June 2014
•
Investment
Brooks Macdonald has seen funds under management climb by 4.2% in the first quarter of 2014, results have revealed.
17 April 2014
•
1 min read
UK
Brooks Macdonald's asset management business has acquired Jersey-based DPZ in a deal that will add a further £360m to its discretionary AUM.
14 April 2014
•
