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020 7499 6424

72 Welbeck Street
London
W1G 0AY

Location

info@brooksmacdonald.com

0131 240 3900

10 Melville Crescent
Edinburgh,
EH3 7LU

Location

edinburgh@brooksmacdonald.com

+441481 815 555

1st Floor Royal Chambers,
St Julian’s Avenue, St. Peter Port, Guernsey
GY1 2HH

Location

guernsey@brooksmacdonald.com

01329 552 111

The Long Barn, Dean Estate
Wickham Road, Fareham
PO17 5BN

Location

hampshire@brooksmacdonald.com

+441534 715 555

First Floor Liberation House
Castle Street, St. Helier, Jersey
JE2 3AT

Location

jersey@brooksmacdonald.com

01926 351 051

36 Hamilton Terrace
Leamington Spa,
CV32 4LY

Location

leamingtonspa@brooksmacdonald.com

01618 614 110

10th Floor, No 1 Marsden Street
Manchester
M2 1HW

Location

manchester@brooksmacdonald.com

01823 217 084

4 Heron Gate
Hankridge Way, Taunton
TA1 2LR

Location

taunton@brooksmacdonald.com

01892 554 900

2 Mount Ephraim Road
Tunbridge Wells Kent
TN1 1EE

Location

tunbridgewells@brooksmacdonald.com

01904 234 820

Howard House
3 St Mary’s Court,
Blossom Street, York, YO24 1AH

Location

york@brooksmacdonald.com

History

1991

Brooks Macdonald Gayer & Co Limited was founded in 1991, and within two years the firm had funds under management worth more than £250m. We have grown rapidly at a time of tremendous change across the globe, which has seen, for example, the emergence of the internet and the introduction of the euro. But while the world around us has changed, our commitment to fairness and doing our best for clients has remained constant.

At the same time…

British computer scientist Tim Berners-Lee publishes a formal proposal for the World Wide Web in 1991. It is an idea that will revolutionise the way we invest and the things we invest in, with new giants like Facebook and Google eventually emerging to list on the world’s stock markets.

2002

Brooks Macdonald Gayer Asset Management Limited changes its name to Brooks Macdonald Asset Management Limited (BMAM) and Brooks Macdonald Gayer & Co Limited becomes Brooks Macdonald Financial Consulting Limited.

At the same time…

Twelve of the European Union’s 15 countries introduce a new currency – the euro. In the biggest changeover in history, more than six billion notes and nearly 40 billion coins are distributed to shops, banks and cash machines.

2005

The Group’s funds under management go through the £500m threshold and it lists on the Alternative Investment Market (AIM). Meanwhile, BMAM opens its first regional office, in Winchester.

At the same time…

England beat Australia in the Ashes series for the first time since 1987. Fans spread onto the roofs and balconies of houses around The Oval in South London at the end of the final Test, which finished a series many people had dubbed the “best ever”.

2006

BMAM launches its first fund: the Brooks Macdonald Structured Growth Fund. Also in this year, Group funds under management go through the £750m threshold.

At the same time…

Disney agrees to buy Pixar for US$7.4bn in a match that was made in cartoon heaven. The combination of the two entertainment giants led to animated hits including WALL-E, Up, Brave and Inside Out. Not every merger is so successful.

2007

BMAM opens its Manchester office as the Group’s funds under management passes through the £1bn threshold. It is becoming an increasingly powerful force in the market and is building a strong regional presence.

At the same time…

Steve Jobs unveils the long-awaited iPhone and changes the telecoms sector forever. The announcement ends months of speculation about the new phone, which has no buttons but uses a large touch screen. Users are able to download music and videos.

2009

Brooks Macdonald Group makes its first acquisition, of Lawrence House Fund Managers and the OEIC they manage, while BMAM opens offices in Edinburgh and Tunbridge Wells. Brooks Macdonald Employee Benefits and Brooks Macdonald Mortgage Finance are also launched.

At the same time…

Barack Obama becomes the 44th President of the United States and the first African American to become President. His priority is to revive the world’s biggest economy following the global recession. In his first 100 days in office he will announce a number of emergency measures including a US$787bn stimulus package.

2010

In the year that Brooks Macdonald Group plc is named in ‘The Sunday Times 100 Best (Small) Companies to Work For’, funds under management go through the £2bn threshold. The Group also acquires Braemar Group and launches Brooks Macdonald Tax Services.

At the same time…

The government announces plans to privatise the Royal Mail to raise capital so that the organisation can grow and compete. Internet shopping means that the delivery of parcels has become far more important than the delivery of letters and Royal Mail needs to revamp its business.

2011

BMAM acquires the investment arm of national law firm Clarke Willmott and opens a sixth regional office in Taunton. The Group also makes some important appointments, including Simon Wombwell, who becomes an executive director, and Diane Seymour-Williams, who becomes a non-executive director.

At the same time…

The battle for domination of the social media market heats up as former giant MySpace closes and Google launches its offering, Google+. But Facebook, the network started by Mark Zuckerberg and fellow Harvard students, still reigns supreme with more than 800 million users.

2012

It’s a busy year at Brooks Macdonald as Group funds under management exceed £3bn and the firm is named in third spot in ‘The Sunday Times 100 Best (Medium) Companies to Work For’. A seventh regional office is opened in York and the Group acquires Jersey and Guernsey-based Spearpoint.

At the same time…

The summer Olympics begin in London with an impressive opening ceremony. Britain comes third in the medals table behind the United States and China. US swimmer Michael Phelps becomes the most decorated Olympian of all time after bringing his medal count to 22 at these games.

2013

Group funds under management pass the £4bn threshold and then quickly top £5bn. This is, in part, due to the previous year’s acquisition of Spearpoint, with its discretionary fund management, stock broking and retirement planning capabilities. At the same time, BMAM opens a new office in Leamington Spa.

At the same time…

The government approves Hinkley Point C, the first nuclear plant to be constructed in the UK since 1995. It will be completed in 2023 and remain in operation for 60 years, supplying about 7% of the country’s electricity.

2014

Brooks Macdonald Group plc announces the acquisition by wholly owned subsidiary Brooks Macdonald Asset Management (International) Limited, of DPZ Capital Limited. The Group also acquires Levitas Investment Management Services Limited and funds under management pass £6bn.

At the same time…

Janet Yellen makes history when she is sworn in as the first woman to chair the US Federal Reserve. She has previously been President and Chief Executive Officer of the Federal Reserve Bank of San Francisco, Chair of the White House Council of Economic Advisers, and business professor at the University of California, Berkeley, Haas School of Business.

2015

Group discretionary funds under management pass through the £7bn threshold. With offices across mainland UK and others in the Channel Islands serving international customers, the firm has grown dramatically since its humble beginnings in 1991.

At the same time…

The 2015 Climate Change Summit sees 195 countries endorse the Paris agreement to limit climate change, which includes new climate commitments. US President Barack Obama calls the conference “a turning point for the world”.

2016

Marking the year of its 25th anniversary, the Group launches a new corporate identity which draws its subsidiaries under one, united, Brooks Macdonald brand. The firm also reaches a number of milestones including the launch of its first international strategic alliance, an unprecedented win in five (out of eight) regions in Citywire’s Wealth Manager Regional Stars and discretionary funds under management passing £8bn.

At the same time…

Leicester City stunned the nation by winning the Premier League title for the first time in the history of the club. At the start of the season, bookmakers made Leicester 5,000-1 to be crowned champions.

Latest insights

Offices

London

020 7499 6424

info@brooksmacdonald.com

72 Welbeck Street
London
W1G 0AY

Edinburgh

0131 240 3900

edinburgh@brooksmacdonald.com

10 Melville Crescent
Edinburgh,
EH3 7LU

Guernsey

+441481 815 555

guernsey@brooksmacdonald.com

1st Floor Royal Chambers,
St Julian’s Avenue, St. Peter Port, Guernsey
GY1 2HH

Hampshire

01329 552 111

hampshire@brooksmacdonald.com

The Long Barn, Dean Estate
Wickham Road, Fareham
PO17 5BN

Jersey

+441534 715 555

jersey@brooksmacdonald.com

First Floor Liberation House
Castle Street, St. Helier, Jersey
JE2 3AT

Leamington Spa

01926 351 051

leamingtonspa@brooksmacdonald.com

36 Hamilton Terrace
Leamington Spa,
CV32 4LY

Manchester

01618 614 110

manchester@brooksmacdonald.com

10th Floor, No 1 Marsden Street
Manchester
M2 1HW

Taunton

01823 217 084

taunton@brooksmacdonald.com

4 Heron Gate
Hankridge Way, Taunton
TA1 2LR

Tunbridge Wells

01892 554 900

tunbridgewells@brooksmacdonald.com

2 Mount Ephraim Road
Tunbridge Wells Kent
TN1 1EE

York

01904 234 820

york@brooksmacdonald.com

Howard House
3 St Mary’s Court,
Blossom Street, York, YO24 1AH

Awards

  • Best company 2017
  • Gold standard awards 2016 winner discretionary portfolio management
  • Defaqto 2017 - DFM Bespoke
  • Defaqto 2017 - DFM managed portfolio
  • Defaqto 2017 - MPS on platform
  • Defaqto 2017 - DFM Service Gold

Investing carries risk. Investment means that your capital is at risk and that there is no certainty that you will receive your capital back or that a positive return on your investment will be made. Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain. Investment may not be suitable for everybody and potential investors should take their own independent advice.