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 has reported a 16% increase in interim pre-tax profit as assets under management near the £6bn mark.
12 March 2014
•
Investment
Brooks Macdonald Asset Management is to offer clients of adviser Prosperity exclusive access to portfolio services.
20 January 2014
•
Investment
Brooks Macdonald is set to launch an actively-managed UCITS core property fund aiming to achieve yields of up to 5.5% via its new joint venture North Row Capital.
08 January 2014
•
UK
Brooks Macdonald has signed an option agreement to acquire Levitas Investment Management for up to £24m.
20 December 2013
•
Investment
Brooks Macdonald International has launched a managed portfolio service for advisers' international investors.
11 December 2013
•
Economics
Wealth manager Brooks Macdonald said today assets under management had risen more than 5% in the last quarter, as a combination of market gains and inflows lifted the total.
18 October 2013
•
1 min read
Wealth managers
Brooks Macdonald, the AIM-listed wealth management group, reported pre-tax profits were up 22% for the year ending June 2013, although it warned of future pressures on margins.
11 September 2013
•
UK
Brooks Macdonald has reported 45% growth in discretionary funds under management for the year to June but warned the costs of investing in the business will drag on margins in 2014.
25 July 2013
•
2 min read
Investment
City Financial's Leigh Himsworth has sold out of Brooks Macdonald and switched into Ashcourt Rowan, following a run up in the price of shares in the former which has left them at 'expensive' levels.
11 July 2013
•
UK
Brooks Macdonald has reported a 7.6% in discretionary funds under management as rising markets and inflows pushed assets towards the £5bn mark.
22 April 2013
•
