Our people

Steve joined Brooks Macdonald in 2020 as a Relationship Manager. He works with private clients and intermediaries based in Africa to manage relationships and develop financial and investment planning solutions.

Prior to joining Brooks Macdonald, Steve worked as a Private Client Manager for Lloyds International Private Bank with responsibility for clients based in South Africa. Steve has travelled extensively in South Africa for many years and has a deep understanding of the country.

Steve holds the Chartered Insurance Institute (CII) Diploma in Financial Planning and South African RE5 FAIS qualification. He has over 35 years’ experience in the financial services industry.

Steven joined Brooks Macdonald in 2020 as a Senior Relationship Manager. He works with private clients and trust companies to manage relationships and develop financial and investment planning solutions.

Prior to joining Brooks Macdonald, Steven worked as an International Financial Manager for Lloyds Private Bank in the UK and UAE, before coming to Jersey in 2010 as a Private Client Manager.

Steven is a member of the Chartered Insurance Institute (CII), he holds the Diploma in Financial Planning, and he has over 35 years’ experience in the financial services industry.

Stuart joined Brooks Macdonald in 2017 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Stuart worked at WHIreland as a private client investment manager and at Cambridge Associates. He has over 13 years’ experience in financial services.

Stuart has a degree in Economics and holds the Chartered Wealth Manager qualification from the Chartered Institute for Securities & Investment (CISI). He is a Fellow of the CISI and an Affiliate of the Society of Trusts and Estates Practitioners (STEP).

Tiffany joined Brooks Macdonald in 2021 as a Financial Planner and works with local private clients providing regulated financial advice on all aspects of their financial planning needs. Tiffany particularly specialises in retirement planning for her clients.

Prior to joining Brooks Macdonald, Tiffany worked as a Financial Adviser since 2015, providing holistic financial planning services to private clients in Jersey.

Tiffany has over 16 years’ experience in the financial services industry is a Chartered Member of the Chartered Institute of Securities and Investment (CISI). She holds the Level 7 Certificate in Advanced Financial Planning and the Level 4 Investment Advice Diploma (IAD).

Tobias joined Brooks Macdonald in 2017 and manages bespoke discretionary portfolios on behalf of a range of clients. Prior to joining Brooks Macdonald, he completed a degree in economics at the University of Sheffield.

Tobias holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and the CISI Investment Advice Diploma (IAD).

Tobias heads up our international funds research team.

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

Prior to joining Brooks Macdonald, Todd worked at Investec Wealth & Investment where he was managing discretionary portfolios for a broad range of clients. He has over 10 years’ experience in financial services.

Todd holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and is a Chartered Fellow of the Chartered Institute for Securities & Investments. He is also a Chartered Financial Analyst (CFA) Charterholder.

Todd sits on the UK funds research team.

Tom joined Brooks Macdonald in 2019 and has over 20 years’ experience in financial services. 

He holds the Investment Management Certificate (IMC) and the Private Client Investment Advice & Management (PCIAM) qualification.

Tom works within the Investment Solutions Team building strategic partnerships with key IFAs looking to enhance their centralised investment process. 

Tom joined Brooks Macdonald in 2020 and is responsible for advising clients on the tax efficiency of their investments, looking at pensions, investments, protection and trust. Tom works with clients to assess the viability of their goals and puts strategies in place to help meet them.

Tom is a Chartered Financial Planner and is a Fellow of the Personal Finance Society (FPFS). He has over 14 years’ experience in the industry across various roles.

Tom joined Brooks Macdonald in 2015 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Tom worked at Investec Wealth and Investment as an Analyst within their multi-manager fund of funds team. He started his career at Williams de Broë. Tom has worked in financial services since 2008.

Tom holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and is a Chartered Fellow of the CISI.

Tom heads up our International funds research team.

Tracey joined Brooks Macdonald in 2007 and manages bespoke discretionary portfolios on behalf of a range of clients.

Tracey holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and the Investment Management Certificate (IMC).

Tracey sits on our responsible investment research team.