Brooks Macdonald Group plc, through its various subsidiaries, provides leading investment management services in the UK and internationally. The Group, which was founded in 1991 and began trading on AIM in 2005, had Discretionary Funds under Management of £17.3 billion as of January 2022.

Brooks Macdonald offers a range of investment management services to private high net worth individuals, pension funds, institutions, and trusts. The Group also provides financial planning as well as offshore investment management and acts as fund manager to a regulated OEIC providing a range of risk-managed multi-asset funds and a specialised absolute return fund.

The Group has 14 offices across the UK and the Channel Islands including London, Birmingham, Cheltenham, East Anglia, Exeter, Hampshire, Leeds, Manchester, Tunbridge Wells, Scotland, Wales, Jersey and Guernsey and Isle of Man.

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.