Company description

About us

Brooks Macdonald Group is an independent company that specialises in providing investment management services in the UK and internationally. The Group, which was founded in 1991 and began trading on AIM in 2005, has discretionary funds under management (FUM) of £15.7 billion as at 30 June 2022.

Through its core divisions, Brooks Macdonald offers a range of investment management services and advice to individuals, pension funds, institutions, charities and trusts. The Group also provides offshore fund management and administration services and acts as fund manager to regulated OEICs.

Our ethos

Brooks Macdonald was originally formed with the desire to do things differently, an ethos that continues to influence the way we do business today. It is our mission to build robust personal relationships that allow us to provide a high level of service to all of our partners and clients, both in the UK and internationally.

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.

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Services available

We offer the following discretionary investment services:

• Bespoke Portfolio Service
• Responsible Investment Service
• Charity Bespoke Portfolio Service
• AIM Portfolio Service
• Decumulation Service
• Managed Portfolio Service

We also offer the following investment products:

• Multi Asset Funds
• Defensive Capital Fund