Wales

Welcome to Brooks Macdonald Wales

"Our Wales office opened in 2017 and offers investment management services to private clients, trusts and corporates via their independent financial advisers throughout Wales.

The office is home to a dedicated team of investment professionals with more than 50 years of combined experience. The team fully understands the necessity for a client to receive sound, independent, financial advice.

Our focus is building long term relationships with advisers, using our investment expertise to assist with their client’s investments whilst also taking time to understand their businesses. We take a keen interest in the financial planning aspect of the client relationship, believing that bespoke discretionary management works at its best when all parties fully understand the client circumstances.

If you believe we can assist you on any investment related matter, then please do get in touch with one of the team."

Stuart Hutchinson - Investment Director and Invest Team Head, Wales

Our investment solutions

We provide a range of investment services including:

• Bespoke Portfolio Service (BPS)
• Alternative Investment Management (AIM) Portfolio Service
• Managed Portfolio Service (MPS) 
• Multi-Asset Funds (MAF)

Our Investment Managers follow a centralised process to ensure that the principles of our investment philosophy are reflected in all client portfolios, across all of our offices.