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      Global Equities Market Briefing

      Investment Week are delighted to announce the date of the Global Equities Market Briefing. Against an uncertain backdrop for investors as the world continues to fight the Covid-19 pandemic, this interactive half-day event offers a valuable opportunity for delegates to hear the views of a number of different global equity managers and fund groups in one place. 

      • Date: 23 Apr 2021
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      Professional Adviser ESG Masterclass 2021

      Professional Adviser is excited to launch the new ESG Masterclass, taking place live online from 28th - 29th April 2021. Delegates attending this event will benefit from thought-provoking presentations, informative Q&A sessions and structured CPD hours.

      • Date: 28 Apr 2021
      • Live Online, Live Online
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      Fund Selector Briefing: Dublin 2021

      Investment Week's Fund Selector Briefing: Dublin 2021 is taking place live online on 29th February from 09:00 - 11:45. Aimed at senior investment professionals involved in the fund selection process, this event will provide the opportunity to hear from, and question, fund managers and networking with your peers.

      • Date: 29 Apr 2021
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      Alternatives Market Briefing 2021

      Investment Week is hosting its Alternatives Briefing at a pivotal time for investors as they start to position for the recovery from the Covid-19 pandemic, although risks remain. During this interactive briefing, we will hear from a number of alternatives managers about their response to the extraordinary events of the past year and their outlook for the rest of the year and beyond. The managers will identify where they are seeing the biggest opportunities and risks at the moment for their portfolios and explain the role their strategies could play in helping diversify client portfolios. Attendees will also get the chance to network with peers, quiz our speakers, as well as benefit from CPD points.

      • Date: 18 May 2021
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      A bet on the UK bounce back

      David Cumming, Aviva Investors' chief investment officer for equities, last year witnessed turbulent times for UK equities but he remains positive about the market in which he has a personal as well as a professional stake.

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Brooks Macdonald

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.

Meet the ESG Investment Influencers: The inside story with Ben Palmer of Brooks Macdonald
Meet the ESG Investment Influencers: The inside story with Ben Palmer of Brooks Macdonald

Fund selector insights into sustainable investing

  • ESG
  • 22 March 2021
Spring Budget 2021: Industry reacts to Sunak's 'fiscal ice age'
Spring Budget 2021: Industry reacts to Sunak's 'fiscal ice age'

Personal tax thresholds and LTA frozen

  • Industry
  • 03 March 2021
Brooks Macdonald promotes Ewan Millar to head of AIM
Brooks Macdonald promotes Ewan Millar to head of AIM

Scott Lothian leaves the business

  • People moves
  • 19 February 2021
2020 trading update round-up: SJP inflows hit £2.3bn in Q4; Gresham House AUM jumps 42% in 2020
2020 trading update round-up: SJP inflows hit £2.3bn in Q4; Gresham House AUM jumps 42% in 2020

Resilience despite Covid-19 crisis

  • Industry
  • 28 January 2021
Brooks Macdonald scraps VAT from MPS range
Brooks Macdonald scraps VAT from MPS range

Change has been effective since 1 January

  • Funds
  • 07 January 2021
IW/SSGA Roundtable: Where next for ESG investing in 2021 and beyond?
IW/SSGA Roundtable: Where next for ESG investing in 2021 and beyond?

Exploring the opportunities and challenges for the next 12 months

  • ESG
  • 08 December 2020
Brooks Macdonald completes Lloyds' offshore wealth business acquisition
Brooks Macdonald completes Lloyds' offshore wealth business acquisition

Deal announced back in June

  • Wealth managers
  • 01 December 2020
IW Long Reads: How much economic damage can a Covid-19 vaccine repair?
IW Long Reads: How much economic damage can a Covid-19 vaccine repair?

Jab news raises hopes - but cannot fix issues alone

  • Industry
  • 26 November 2020
Waverton strengthens adviser distribution team
Waverton strengthens adviser distribution team

Ex-Brooks Macdonald director for business development

  • People moves
  • 09 November 2020
Peel Hunt labels Brooks Macdonald a 'buy' despite MPS outflows
Peel Hunt labels Brooks Macdonald a 'buy' despite MPS outflows

Brooks reports quarterly trading update

  • Multi-asset
  • 15 October 2020
Cross-industry mentoring programme launched for senior black professionals
Cross-industry mentoring programme launched for senior black professionals

16 black professionals will be mentored

  • Industry
  • 08 October 2020
Big Question Part 2: What can investors expect from Japan's new Prime Minister Yoshihide Suga?
Big Question Part 2: What can investors expect from Japan's new Prime Minister Yoshihide Suga?

Will the new Prime Minister continue with Shinzo Abe's reforms?

  • Investment
  • 29 September 2020
Park replaces Spencer as Brooks Macdonald CIO
Park replaces Spencer as Brooks Macdonald CIO

Spencer remains at firm as senior adviser

  • People moves
  • 24 September 2020
Brooks Macdonald reports record revenue and FUM despite Covid-19 crisis
Brooks Macdonald reports record revenue and FUM despite Covid-19 crisis

Embarking on digital transformation

  • Industry
  • 17 September 2020
Brooks Macdonald promotes Palmer to 'lead the charge' on ESG and sustainability
Brooks Macdonald promotes Palmer to 'lead the charge' on ESG and sustainability

Further push into responsible investment

  • People moves
  • 07 September 2020
Brooks Macdonald outflows slow as FUM increased in Q4
Brooks Macdonald outflows slow as FUM increased in Q4

Net outflows fall to £100m; FUM up by 12%

  • Industry
  • 16 July 2020
Brooks Macdonald hires investment director from 7IM
Brooks Macdonald hires investment director from 7IM

Joins as senior investment director

  • People moves
  • 06 July 2020
Brooks Macdonald founder Jon Gumpel to join Edinburgh-based boutique
Brooks Macdonald founder Jon Gumpel to join Edinburgh-based boutique

Will become director and fund manager

  • People moves
  • 01 July 2020
Brooks Macdonald agrees £10m acquisition of Lloyds' offshore wealth business
Brooks Macdonald agrees £10m acquisition of Lloyds' offshore wealth business

Adds multi-asset and fixed income opportunities

  • Wealth managers
  • 24 June 2020
Brooks Macdonald hires former BlackRock director to head up investment solutions team
Brooks Macdonald hires former BlackRock director to head up investment solutions team

Spent 11 years with Barclays Wealth Management

  • Business roles
  • 19 June 2020
Brooks Macdonald's CEO: Keeping momentum, difficult decisions and sleepless nights
Brooks Macdonald's CEO: Keeping momentum, difficult decisions and sleepless nights

Covid-19 has given new insights on existing challenges

  • Industry
  • 12 May 2020
Call to nominate leading investment executive LGBT+ 'allies'
Call to nominate leading investment executive LGBT+ 'allies'

Part of Project 1000 diversity drive

  • Industry
  • 07 May 2020
'Double black swan' spells largest emerging market GDP decline on record
'Double black swan' spells largest emerging market GDP decline on record

Coronavirus and oil price collapse lead to massive drop

  • Emerging markets
  • 06 April 2020
How are managers positioning their portfolios in wake of Covid-19 crisis?
How are managers positioning their portfolios in wake of Covid-19 crisis?

The Big Question on coronavirus

  • Markets
  • 30 March 2020
123

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Nick Train: Our returns have lagged as economic and investor confidence recovered
Nick Train: Our returns have lagged as economic and investor confidence recovered
Martin Gilbert in feud with company over AssetCo shares - reports
Martin Gilbert in feud with company over AssetCo shares - reports
Nomura adds RBC's Robinson to Hodges' unconstrained fixed income team
Nomura adds RBC's Robinson to Hodges' unconstrained fixed income team
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