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.
UK
Brooks Macdonald's acquisition of Spearpoint helped drive a 44% rise in FUM in the second half of last year, although the firm continues to count the cost of RDR.
13 March 2013
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Investment
Total assets in UK wealth management reached a record high of £527bn in Q4 last year, despite fears regulation would dampen inflows and put pressure on costs.
11 March 2013
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3 min read
Economics
Wealth managers have revealed five lesser-known funds they are backing to outperform peers this year, in an environment where some major equity and bond markets looked stretched.
25 January 2013
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Economics
AIM-listed wealth manager Brooks Macdonald said today it has seen assets under management soar to £4.6bn in the last three months, boosted by the recent acquisition of Spearpoint.
25 January 2013
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1 min read
UK
Brooks Macdonald Funds has launched two new products, the Global Equity Income fund and the Defensive Capital and Income fund.
10 January 2013
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UK
Brooks Macdonald has acquired discretionary fund manager Spearpoint, manager of the Arch cru funds, in a deal that could reach £32m.
16 November 2012
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Investment
Brooks Macdonald co-founder Jonathan Gumpel is to stand down from the group's board, marking the end of a quarter which saw discretionary funds under management rise 6.5%.
19 October 2012
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Managed funds
Wealth manager Brooks Macdonald has announced a spate of acquisitions alongside a hike in profits which have jumped 17% to £8.5m year-on-year.
13 September 2012
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1 min read
