If you have any questions or would like to get in touch, submit a call back request and our team will contact you as soon as possible or call us on 020 7499 6424 or email us at [email protected]
About us
For over 30 years, we have been a trusted partner for financial advisers and individuals, providing a comprehensive range of innovative investment solutions to help clients achieve long-term success.
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. Our mission is to build robust personal relationships that allow us to provide a high level of service to all our partners and clients.
We are dedicated to the highest professional standards and believe in acting honestly, fairly and clearly 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.
Our history
We have a rich legacy of delivering successful investment outcomes. Founded in 1991, we’ve grown to become one of the UK’s leading investment management firms, entrusted with managing over £18 billion* in client assets. Our journey has been defined by an on-going commitment to innovation, exceptional client service, and building strong partnerships with financial advisers and our individual clients.
Over the years, we have continuously adapted our offerings to meet the evolving needs of our clients and stay ahead of industry trends. Our diverse range of solutions, including bespoke and managed portfolio services, decumulation services, responsible investment and multi-asset fund ranges, are designed to meet specific investment objectives and risk appetites.
Today, our focus remains on providing expert investment management and financial planning. We deliver this through our two propositions – outsourced investment management for financial advisers and integrated wealth management for private clients. We are committed to understanding clients’ unique requirements and delivering tailored solutions. We prioritise building long-term relationships, driven by our shared goal of achieving outstanding results.
*as of 30 June 2024
Get in touch
Request a callback
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Contact us
Call us on 020 7659 5881 or email us at [email protected]
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Corporate social responsibility
We take very seriously our responsibility to our clients, employees and shareholders to build a strong, profitable and conscientious business.
Careers
Everyone has the opportunity to have a fulfilling career.
Stewardship
We regard stewardship as integral to our investment process.
