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
Fund selector insights into sustainable investing
Spring Budget 2021: Industry reacts to Sunak's 'fiscal ice age'
Personal tax thresholds and LTA frozen
Brooks Macdonald promotes Ewan Millar to head of AIM
Scott Lothian leaves the business
2020 trading update round-up: SJP inflows hit £2.3bn in Q4; Gresham House AUM jumps 42% in 2020
Resilience despite Covid-19 crisis
Brooks Macdonald scraps VAT from MPS range
Change has been effective since 1 January
IW/SSGA Roundtable: Where next for ESG investing in 2021 and beyond?
Exploring the opportunities and challenges for the next 12 months
Brooks Macdonald completes Lloyds' offshore wealth business acquisition
Deal announced back in June
IW Long Reads: How much economic damage can a Covid-19 vaccine repair?
Jab news raises hopes - but cannot fix issues alone
Waverton strengthens adviser distribution team
Ex-Brooks Macdonald director for business development
Peel Hunt labels Brooks Macdonald a 'buy' despite MPS outflows
Brooks reports quarterly trading update
Cross-industry mentoring programme launched for senior black professionals
16 black professionals will be mentored
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?
Park replaces Spencer as Brooks Macdonald CIO
Spencer remains at firm as senior adviser
Brooks Macdonald reports record revenue and FUM despite Covid-19 crisis
Embarking on digital transformation
Brooks Macdonald promotes Palmer to 'lead the charge' on ESG and sustainability
Further push into responsible investment
Brooks Macdonald outflows slow as FUM increased in Q4
Net outflows fall to £100m; FUM up by 12%
Brooks Macdonald hires investment director from 7IM
Joins as senior investment director
Brooks Macdonald founder Jon Gumpel to join Edinburgh-based boutique
Will become director and fund manager
Brooks Macdonald agrees £10m acquisition of Lloyds' offshore wealth business
Adds multi-asset and fixed income opportunities
Brooks Macdonald hires former BlackRock director to head up investment solutions team
Spent 11 years with Barclays Wealth Management
Brooks Macdonald's CEO: Keeping momentum, difficult decisions and sleepless nights
Covid-19 has given new insights on existing challenges
Call to nominate leading investment executive LGBT+ 'allies'
Part of Project 1000 diversity drive
'Double black swan' spells largest emerging market GDP decline on record
Coronavirus and oil price collapse lead to massive drop
How are managers positioning their portfolios in wake of Covid-19 crisis?
The Big Question on coronavirus