Media centre

Welcome to the Brooks Macdonald media centre.

This is where we share news about our business and help you connect with our spokespeople for expert opinion on the latest industry trends and topics. If you’re interested in compelling and accessible media commentary, or want to discuss current news, please contact:

Brad Ryan 

Desk: 0207 7659 5837
Mobile: 07563 764 953

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12 July 2021 -
News

Brooks Macdonald expands its presence in the South West region

Brooks Macdonald is pleased to announce the opening of their new office in Cheltenham, and the relocation of its Taunton office to Exeter.

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23 June 2021 -
News

Brooks Macdonald appoints Ling Au-Yeung as investment director

Brooks Macdonald is pleased to announce the appointment of Ling Au-Yeung as an investment director within its AIM Portfolio Service.

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17 May 2021 -
News

Appointment of Group Chief Executive Officer

Brooks Macdonald Group plc announces the appointment of Andrew Shepherd as Group Chief Executive Officer, with effect from 1 July 2021, subject to regulatory approval. Andrew will begin a process of handover from the incumbent, Caroline Connellan, with im

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17 May 2021 -
News

Brooks Macdonald International appoints new CEO

Richard Hughes has been appointed as CEO of Brooks Macdonald International, one of the largest independent investment manager and wealth management companies in the Channel Islands, subject to regulatory approval.

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07 January 2021 -
News

Brooks Macdonald announces removal of VAT from its MPS offering

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07 September 2020 -
News

Responsible investment is standing firm against COVID-19 volatility

Brooks Macdonald appoints Ben Palmer as Head of Responsible Investment and further strengthens its offering with new Suitability Discussion Guide to help advisers incorporate responsible investing preferences. The company is also today launching its Respo

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20 February 2020 -
News

Brooks Macdonald announces two senior promotions

Newly expanded roles will play an important part in growing FUM by delivering for clients and supporting steps to improve profit margins

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28 May 2019 -
News

Brooks Macdonald Financial Consulting attains Chartered status

We are delighted to announce that Brooks Macdonald Financial Consulting has recently achieved the title of Chartered Financial Planners.

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04 April 2019 -
News

Brooks Macdonald added to James Hay Partnership’s Managed Portfolio Panel

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29 March 2019 -
News

Defensive Capital Fund celebrates ninth anniversary

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15 March 2019 -
News

Defensive Capital Fund wins Lipper Fund Award 2019

We are delighted to announce that our Defensive Capital Fund has won the Lipper Fund Award in the Absolute Return category for 2019.

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18 February 2019 -
News

Brooks Macdonald extends sponsorship of Middlesex Cricket to 2021

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31 January 2019 -
News

Defensive Capital Fund wins Gold award in the Portfolio Adviser Fund Awards

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26 July 2018 -
News

FE 5 Crown rating renewed for Defensive Capital Fund

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27 March 2018 -
News

Regional hat-trick at the Citywire Regional Stars 2018 awards

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22 March 2018 -
News

Citywire’s Top 30 under 30 Wealth Managers 2018 announced

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