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
Liontrust's Anthony Cross, one of the largest shareholders in Charles Stanley, has backed the wealth firm's decision to offload its securities arm and said the company's business review can help it gain ground on peers.
16 March 2015
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2 min read
Wealth Management
Wealth manager Brooks Macdonald expects its funds business to break even in the second half of its financial year, and will turn a profit for the first time in 2015-16.
11 March 2015
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Industry
Brooks Macdonald has launched five new risk-rated portfolios, doubling the number of strategies in its managed portfolio service (MPS).
16 February 2015
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Wealth Management
Brooks Macdonald Asset Management has appointed Vestra Wealth's Jim Mackie as an investment management director.
09 February 2015
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Investment
Brooks Macdonald's Mark Watson has joined Morningstar as director of UK intermediary sales.
29 January 2015
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Investment
Brooks Macdonald's discretionary funds under management are nearing £7bn following positive performance and growth in net new business.
27 January 2015
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Investment
Wage inflation has been considered the missing piece in the US economic recovery. But waiting for wage rises before raising rates will be a grave policy error, argues Toby Thompson from Brooks Macdonald Funds.
26 November 2014
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Wealth Management
Brooks Macdonald head of research Jonathan Lau has left the firm, with his role being taken over by Richard Larner.
04 November 2014
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Investment
Brooks Macdonald has grown discretionary assets under management to £6.7bn, according to its first quarter results, with new business topping £100m despite market headwinds.
21 October 2014
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Managed funds
Kevin Addison has joined the funds arm of Brooks Macdonald as head of sales.
09 October 2014
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