Our people

Antony joined Brooks Macdonald in September 2019 and manages portfolios for charities, private clients, trusts and pensions.

Prior to joining Brooks Macdonald, Antony worked for Quilter Cheviot, Sanlam and UBS, and has over 10 years’ experience in the industry.

Antony is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). His qualifications include the Certificate in Private Client Investment Advice & Management (PCIAM).

Ben joined Brooks Macdonald in 2017 and is responsible for the management of discretionary portfolios on behalf of some of our fiduciary, institutional and private clients.

Ben is co-head of our Multi Asset Class Strategy Teams and is a voting member of our Asset Allocation Committee. Ben is also a voting member of our Direct Equity Strategy Team.

With over 21 years’ experience in financial services, Ben holds the Certificate in Private Client Investment Advice & Management (PCIAM) and is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

Callum joined Brooks Macdonald in 2020 and holds the position of Business Development Manager. He is responsible for developing and managing new business relationships with professional intermediaries in the central London region.

Callum has 7 years’ experience within the sector. Prior to joining Brooks Macdonald, he worked as a junior stockbroker at SVS Securities.

Callum joined Brooks Macdonald in 2019, and works in Distribution, developing new business relationships with professional advisers across the South West of England.

Prior to joining Brooks Macdonald, Callum worked for Randstad and Cooper Associates, a senior partner practice of St. James’s Place Wealth Management. Callum is currently studying towards his Diploma in Financial Planning.

Cameron joined Brooks Macdonald in 2009 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Cameron worked at Deutsche Bank Private Wealth Management where he helped service business introduced by key IFA partners. He has over 10 years’ experience in financial services.

Cameron holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification, the Investment Management Certificate (IMC), the Investment Administration Qualification (IAQ) and is a Chartered Fellow of the CISI.

Carl joined Brooks Macdonald in 2020 as a Relationship Manager. He works with private clients and intermediaries based in Jersey, the Middle East and Africa to manage relationships and develop financial and investment planning solutions.

Prior to joining Brooks Macdonald, Carl worked for Lloyds Bank, providing investment and financial advice with responsibility for clients based in the UK, Jersey and the Middle East.

Carl holds the Chartered Insurance Institute (CII) Diploma in Financial Planning and has over 20 years’ experience in the financial services industry. Carl is also a volunteer lifeboat crew member for the Royal National Lifeboat Institution based in Jersey.

Chris joined Brooks Macdonald in 2020 as a Business Development Manager supporting professional advisers and intermediaries.

Prior to this, Chris worked at Cornelian Asset Managers, before its acquisition by Brooks Macdonald, where he managed adviser relationships in the South West of England and South Wales. He also previously worked at Jupiter, Rothschild, Schroders and Premier Asset Management.

Chris attained a BSc honours in Law and Marketing and also holds the Investment Management Certificate (IMC).

Christian joined Brooks Macdonald in 2019. He is responsible for leading research on investment managers and tax-efficient investments. Christian is a CFA Charterholder and holds the Advanced Diploma in Financial Planning. 

Colin joined Brooks Macdonald in 2010 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Colin worked at Heartwood Wealth Management, where he managed private client portfolios, pensions and trusts. He also worked at Schroders, Kilik & Co and Merrill Lynch. He has over 20 years’ experience in financial services.

Colin holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification, the Certificate in Private Client Investment Advice & Management (PCIAM), the Investment Management Certificate (IMC), the Certified Financial Planner certification and is a Member of the CISI.

Colin sits on our UK funds team.

Dagmar joined Brooks Macdonald as a Non-Executive Director in July 2020. She is a member of the Audit, Risk & Compliance, Remuneration and Nominations Committees, and also attends Investment Committee.

Currently a senior advisor to Strategic Value Partners, non-executive chair of Volta Finance Ltd and a director of Royal London Asset Management. Dagmar has over 25 years’ experience in debt and fixed income markets, with a particular focus on alternative and structured investing.

Dagmar previously spent eight years at Intermediate Capital Group as Head of Credit Fund Management, and ten years in senior positions at M&G Investments.

Dagmar is a Trustee of Laurus Trust and holds a BA in Economics and Economic History from York University.

Daniel joined Brooks Macdonald in 2009 and manages bespoke discretionary portfolios on behalf of a range of clients.

He holds the Certificate in Financial Planning (CFP), the Investment Management Certificate (IMC), the Certificate in Private Client Investment Advice & Management (PCIAM) and is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

Daniel heads up Brooks Macdonald’s North American research team and sits on the Asset Selection Committee.

David joined Brooks Macdonald in 2020 and is jointly responsible for managing the risk managed multi-asset fund solutions.

Prior to this, David worked at Cornelian Asset Managers, before its acquisition by Brooks Macdonald, where he joined the investment team in 2013 and helped to develop the firm’s risk managed multi-asset fund proposition to financial advisors. He also worked for 10 years at Alder Investment Management, a London-based family office, and has 17 years’ experience in financial services.

David studied Economics at the University of Edinburgh before obtaining an MSc in International Banking & Finance from Heriot Watt University. He is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

David joined Brooks Macdonald in 2007 and provides advice in a wide range of areas including investment planning, retirement planning, family and business protection and complex inheritance tax matters.

David is a member of the Personal Finance Society, and holds the Diploma in Financial Planning and Certificate in Securities. He qualified as a consultant in 2010 after completing Brooks Macdonald’s in-house training programme and has over 15 years’ experience in financial services for private clients.

David joined Brooks Macdonald in 2017 and supports and develops intermediary relationships throughout the UK. He is also responsible for promoting the best route to financial advice for vulnerable individuals.

Prior to joining Brooks Macdonald, David worked as an Investment Consultant, and at Aviva UK Life and Pensions as a Sales Consultant. He has over 20 years’ experience working in sales in the financial services industry.

David joined Brooks Macdonald in 2009 and manages bespoke discretionary portfolios on behalf of a range of clients.

He holds the SII Diploma in Wealth Management, the Certificate in Private Client Investment Advice & Management (PCIAM), the Investment Management Certificate (IMC) and is a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI).

David sits on our International fund research team.

David joined Brooks Macdonald in 2021 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, David has spent the majority of his career supporting professional introducers and their clients in Asia. He has over 20 years’ experience in financial services.

David holds the Chartered Institute for Securities and Investment (CISI) Chartered Wealth Manager qualification, the Chartered Alternative Investment Analyst (CAIA) qualification and is a Chartered Fellow of the CISI.

David sits on the Asia and Emerging Markets research team.