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020 7499 6424

72 Welbeck Street
London
W1G 0AY

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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

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york@brooksmacdonald.com

Our people

We aim to build trusting relationships founded on the professionalism of our people. Collectively, we endeavour to create solutions that will consistently meet our clients' needs in an increasingly complex world. On this page you can find out more about the expertise of some of our staff.

Chris Macdonald

Group Chief Executive Officer, London

Andrew Shepherd

Group Deputy Chief Executive Officer, London

Simon Jackson

Finance Director, London

Richard Spencer

Chief Investment Officer, London

Simon Wombwell

Director, London

Nick Holmes

Managing Director, London

Christopher Knight

Chairman, London

Diane Seymour-Williams

Non-Executive Director, London

Colin Harris

Senior Independent Director, London

Richard Price

Non-Executive Director, London

Claire Bennison

Director, Head of Services and Product Development

Robin Eggar

Director, Head of London

Jonathan Webster-Smith

Director, Head of Multi-Asset team, London

John Wallace

Director, Head of Regional Offices, Hampshire

Toby Thompson

Investment Director, Head of UK Stocks, London

Poppy Fox

Portfolio Management Director, London

Charles Williams

Senior Investment Director, London Team Head

Robin McAdam

Senior Investment Director, Head of Edinburgh Office

Robert Salter

Senior Investment Director, Head of Manchester Office

Edward Channing

Senior Investment Director, London Team Head

Peter Harris

Senior Investment Director, London Team Head

Andrew Wilson

Senior Investment Director, Head of York Office

Mike Divers

Senior Investment Director, Head of Leamington Spa Office

Howard Crossen

Senior Investment Director, Head of Hampshire Office

Nicholas Skelhorn

Senior Investment Director, Head of Taunton Office

Pam Beith

Senior Investment Director, Head of Tunbridge Wells office

Darren Zaman

Chief Executive Officer, International, Jersey

David Le Cornu

Senior Investment Director, Jersey

Timothy Dallas-Chapman

Director, Jersey

Kevin Boscher

CIO, International, Guernsey

Helen Brien

Director, Head of Investment Management Administration, London

Adam Temple

Senior Investment Director, London Team Head

Alex Ford

Investment Director, London

Austen Speakman CFA

Investment Director, London

Ben Mackie

Investment Director, Taunton

Daniel Masters

Investment Director, London

David Rose

Investment Director, London

Edward Park CFA

Investment Director, London

George Bromfield

Investment Director, London

Jonathan Fletcher

Investment Director, London

Lucy Taylor

Investment Director, London

Mark Godwin

Investment Director, London

Michael Toolan

Investment Director, London

Nathan Delaney

Investment Director, London

Nigel Quinnen

Investment Director, London

Paul Goubran

Investment Director, London

Richard Wayne-Wynne

Investment Director, London

Robert Seifert

Investment Director, London

Jim Mackie

Investment Director, Multi-Asset team, London

Mark Shields

Investment Director, Multi-Asset team, London

Jonathan Gumpel

Investment Director, London

Alastair Wilson

Investment Director, Edinburgh

Gareth Howlett

Investment Director, Edinburgh

Scott Lothian

Investment Director, Edinburgh

Andrew Bennie

Investment Director, Manchester

Ben Roberts

Investment Director, Manchester

James Agar

Director, Head of Specialist Funds, Manchester

Cameron Brown

Investment Director, Manchester

Richard Gadd

Investment Director, Manchester

Adam Baillie

Investment Director, York

Daniel Good

Investment Director, Leamington Spa

Tracey Gray

Investment Director, Hampshire

James Grayson CFA

Investment Director, Hampshire

Lindsay Spencer

Investment Director, Hampshire

Richard Hathaway

Investment Director, Taunton

John Sadgrove

Investment Director, Taunton

Colin Barrett

Investment Director, Tunbridge Wells

Daniel Minett

Investment Director - Deputy Head, Tunbridge Wells

Gary Hill

Investment Director, Jersey

Timothy Sanders

Investment Director, Jersey

Simon Beal

Investment Director, Jersey

Jonathan Mynes

Investment Director, Jersey

Emma Varley

Investment Manager, York

Ben Palairet

Investment Manager, London

Ben Palmer

Investment Manager, London

Lawrence Holdron

Investment Manager, London

Nicholas Berman

Investment Manager, London

Michael Barr

Investment Manager, Edinburgh

Frank Atkins

Investment Manager, Multi-Asset team, London

Sam Durnell

Investment Manager, Tunbridge Wells

Thomas Meredith

Investment Manager, Leamington Spa

Gregory Powell

Senior Investment Manager, Jersey

Michael Caetano

Senior Investment Manager, Jersey

Mike Langstone

Senior Investment Manager, Jersey

Phil Rose

Senior Investment Manager, Jersey

Richard Ramskill

Senior Investment Manager, Jersey

Scott Goodrum

Investment Manager, Jersey

Jamie Mourant

Trainee Investment Manager, Jersey

Adam Greaves

Investment Manager, Jersey

Oliver Harwood

Investment Manager, Jersey

Alex Chittenden

Trainee Investment Manager

Matt Wintour

Client Liaison Officer – Adviser Solutions, Jersey

Mark O’Connor

Investment Director, Guernsey

Isobel Whalley

Investment Manager, Guernsey

Andy Alford

Assistant Investment Manager

Richard Gomersall

Head of International Clients, Jersey

Akos Dietrich CFA

Investment Manager, Head of Credit Research, Jersey

Andrew Denham-Davis

Director, Business Development, London

David Hyner

Regional Business Development Director, London

Justin Woolf

Regional Business Development Director, London

Richard Allison

Regional Business Development Director, Edinburgh

Robert Williams

Head of Telephone Account Management

Lisa Brown

Business Development Manager, London

Greg Mayho

Business Development Manager, Leamington Spa

Ian Wolfenden

Business Development Manager, York

Grainger Thomas

Regional Business Development Director, Hampshire

Kevin Cull

Business Development Manager, Hampshire

David Saunter

Business Development Manager, Taunton

Kristian Guest

Business Development Manager, Taunton

Carol Hyner

Business Development Manager, Tunbridge Wells

Craig Thompson

Business Development Manager, Tunbridge Wells

Jade Taylor

Business Development Manager, Manchester

Matthew Stanton

Business Development Manager, Manchester

Ash kapasi

Ash Kapasi

Business Development Manager, York

Richard Hughes

Head of Business Development, Jersey

Lindsay Bateman

Business Development Director, Jersey

Peter Musker

Business Development Manager, Jersey

Martin Robinson

Chairman, Funds, London, Manchester

Kevin Addison

Head of Funds Distribution, Funds, London

David Scammell

Sales Director, Investment Solutions, London

Linda McLaren

Business Development Director, London

Simon Pinner

Discretionary Sales Director, Specialist Funds, London

Andrew Pope

Intermediary Sales Director, Specialist Funds, London

Jordan-Ross Olloe

Funds Distribution Specialist, London

Niall O'Connor

Deputy Fund Manager

Nicholas Lawes

Managing Director, Financial Consulting, London

Michael Owen

Director, Financial Planning, London

Jane Stedman

Senior Consultant, Financial Planning, London

Philip Ostle

Senior Consultant, Financial Planning, London

Roddy Wirgman

Senior Consultant, Financial Planning, London

Tim Martineau

Senior Consultant, Financial Planning, London

Simon Whitby

Senior Consultant, Financial Planning

David Birden

Consultant, Financial Planning, London

Doron Grossobel

Consultant, Financial Planning, London

Ian Hawkes

Consultant Financial Planning, London

Naomi Keith

Consultant, Financial Planning, London

Tom Parkes

Consultant, Financial Planning, London

Kate Milne

Consultant, Tax Services, London

Adrian Kemp

Managing Director, Retirement Services, Jersey

James Ingram

Director, Retirement Services, Jersey

James Hollowell

Director, Retirement Services, Guernsey

Mark Le Roux

Senior Retirement Consultant, Jersey

Nicola Bacchus

Client Relationship Director, Employee Benefits, London

Adam Bexson

Client Relationship Manager, Employee Benefits, London

Jason Crowther

Client Relationship Manager, Employee Benefits, York

Mark Eastwood

Regional Manager, Employee Benefits, York

Rebecca Rowntree

Client Relationship Manager, London

Alan Stokes

Head of Fund Governance, London

Richard Larner

Head of Research, London

Punit Patel

Deputy Head of Research, London

Laura McLelland

Research Analyst, London

Camilla Searle

Research Analyst, London

Chris Macdonald

Group Chief Executive Officer, London

Chris is a co-founder of Brooks Macdonald. He holds the position of CEO and is chairman of our executive management committee. Chris is responsible for the overall strategy and direction of the firm.

Chris has over 30 years’ experience in investment management and financial services, and has won several investment management awards.

Chris is also a non-executive director at Invesco AIM Venture Capital Trust, a non-executive director at Curtis Banks Group Plc, a non-executive director at Amati Global Investors Venture Capital Trust 2, and an associate of the Institute of Continuing Professional Development.

Andrew Shepherd

Group Deputy Chief Executive Officer, London

Andrew joined Brooks Macdonald in 2002, he holds the position of deputy CEO. Andrew is responsible for the overall strategy and direction of the firm. He sits on our board and is also a member of our executive management committee.

Prior to joining Brooks Macdonald, Andrew worked at Shepherd Associates Financial Management, holding the position of investment director. Andrew has worked in investment management and financial services since 1994.

Simon Jackson

Finance Director, London

Simon joined Brooks Macdonald in 2000, he holds the position of finance director. Simon is responsible for Brooks Macdonald’s financial and management accounts. He also holds responsibility for the back office functions of the company. He is a member of the executive management committee.

Prior to joining Brooks Macdonald, Simon worked for a number of public and private companies at director level. He is a qualified chartered accountant.

Richard Spencer

Chief Investment Officer, London

Richard is a co-founder of Brooks Macdonald. He holds the position of CIO and sits on our board. As chief investment officer, Richard is responsible for all aspects of the investment process including positioning, via his role as chair of our asset allocation committee, and philosophy through his role as chair of our investment committee. Richard retains private client relationships to ensure he is involved throughout the firm’s process.

Richard has over 30 years’ experience in investment management and financial services.

Simon Wombwell

Director, London

Simon joined Brooks Macdonald as a non-executive director in 2002 and was appointed director of Brooks Macdonald’s funds business upon its launch in 2011. Simon is a member of our board, as well as being a member of the executive management committee.

Simon has spent his entire career in the financial services industry, his primary involvement has been in the development, sales and marketing of investment products.

Nick Holmes

Managing Director, London

Nick joined Brooks Macdonald as a trainee investment manager in 1996, after graduating from the University of Birmingham. He currently holds the position of managing director, investment management. Nick is responsible for the day-to-day management of the asset management arm of the business. He sits on our board and is a member of the executive management committee.

Nick holds a Certificate in Private Client Investment Advice & Management, an Investment Management Certificate and Certified Financial Planner certification.

Christopher Knight

Chairman, London

Chris joined Brooks Macdonald as a non-executive director in 2002 and was appointed chairman in 2005. He is a member of the audit committee, the remuneration committee, and the risk and compliance committee.

Prior to joining Brooks Macdonald, Chris spent nearly 30 years as an investment banker, for much of that time with Morgan Grenfell and, following its takeover, with Deutsche Bank. He has extensive experience in corporate finance gained in London, New York and Hong Kong.

He is a qualified chartered accountant and a non-executive director of Powerflute Oyj.

Diane Seymour-Williams

Non-Executive Director, London

Diane joined Brooks Macdonald in 2011 as a non-executive director. She is chairman of the Remuneration Committee and a member of the Risk and Compliance Committee.

Prior to joining Brooks Macdonald, Diane spent 23 years at Morgan Grenfell and, following its takeover, with Deutsche Bank, in a variety of roles, including head of Asian equities, CEO & CIO Asia, and head of global equities. Overall, she has spent her entire career in the fund management industry, both managing portfolios and businesses.

Diane’s past directorships include: The China Fund (1993-2005), Pakistan Fund (1993-6), Batavia Fund (1993-6), LG China Fund plc and she was Chairman of the Greater Korea Trust (1993-7). She is currently a director of LGM Investments Limited, BMO Investments (II) Ireland plc, Witan Pacific Investment Trust plc and BMO Investments (Ireland) plc.

Colin Harris

Senior Independent Director, London

Colin joined Brooks Macdonald in 2010 as a Non-Executive Director, in 2015 he was appointed Senior Independent Director. Colin is also Chairman of the Risk and Compliance Committee, and a member of the Audit Committee and the Remuneration Committee.

Now retired from full-time employment, Colin's career culminated in a number of senior management roles at Newton Investment Management Ltd which included Chief Executive and Deputy Chairman.

Colin is also a qualified solicitor and prior to joining Newton Investment Management Ltd was the Senior Legal Counsel at Alexander & Alexander Inc.

Richard Price

Non-Executive Director, London

Richard joined Brooks Macdonald in 2014 as a Non-Executive Director. He is Chairman of the Audit Committee and a member of the Risk and Compliance Committee.

Prior to joining Brooks Macdonald, Richard was a partner at KPMG for 17 years where he had considerable exposure to financial services clients, holding a number of roles including the UK Head of KPMG’s Financial Sector Transaction Services practice.

Claire Bennison

Director, Head of Services and Product Development

Claire joined Brooks Macdonald in 2007 as Regional Director.  Claire has over 26 years of investment and management experience.  Her most recent role, prior to joining Brooks Macdonald as a director of Barclays Wealth, where she was Head of Technical Analysis and Currencies and a member of the Asset Allocation Committee, formulating investment strategy across all asset classes and regions for private clients.  She has continued to bring this experience to Brooks Macdonald, focusing on both structural and tactical asset allocation as well as looking at developing investment solutions reflecting clients’ specific requirements and circumstances.

Claire is a member of the Brooks Macdonald Asset Allocation Committee and sits on the Brooks Macdonald Asset Management Board.  She heads up the three regional offices in the North of England and is responsible for the future development of the region and the teams.  Claire has a Master of Business Administration from the University of Liverpool and is a Chartered Fellow of the Chartered Institute for Securities & Investments (Chartered FCSI).  

Robin Eggar

Director, Head of London

Robin joined Brooks Macdonald in 2000 and oversees the five investment teams in London with responsibility for the management and development of the London office. In addition to managing client portfolios, he co-manages the Defensive Capital Fund. 

Robin holds the Certificate in Private Client Investment Advice & Management (PCIAM), the Investment Management Certificate (IMC) and the Advanced Financial Planning Certificate (AFPC). 

He is also a Chartered Member of the Chartered Institute of Securities & Investment (Chartered MCSI).

 

Jonathan Webster-Smith

Director, Head of Multi-Asset team, London

Jonathan joined Brooks Macdonald in 2001 and is the lead manager of our Managed Portfolio Service and Multi-Asset Fund range. He is also a member of our asset allocation committee.

Jonathan is a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI).

Jonathan sits on our fixed interest research team.

John Wallace

Director, Head of Regional Offices, Hampshire

John joined Brooks Macdonald in 2005 and oversees our regional office network. He also manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, John worked at Dexia Asset Management as an Investment Manager. He has over 20 years’ experience in financial services.

John holds the Investment Management Certificate (IMC) and is a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI).

Toby Thompson

Investment Director, Head of UK Stocks, London

Toby joined Brooks Macdonald in 2011 and manages bespoke discretionary portfolios on behalf of a range of clients. 

Prior to joining Brooks Macdonald, Toby managed UK equity portfolios for both retail and institutional pension fund clients at firms including New Star and Newton Investment Management. He has over 25 years’ experience in financial services.

Toby is a Member of the Chartered Institute for Securities & Investment (MCSI) and an Associate of the UK CFA Society.

Toby heads up our UK stocks research team.

Poppy Fox

Portfolio Management Director, London

Poppy joined Brooks Macdonald in 2006 and manages bespoke discretionary portfolios on behalf of a range of clients.

Poppy holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and the Investment Management Certificate (IMC). She is also a CISI Chartered Wealth Manager.

Poppy sits on our property research team.

Charles Williams

Senior Investment Director, London Team Head

Charles joined Brooks Macdonald in 2007 and manages one of the five investment teams in London, as well as bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Charles worked at Ashcourt Rowan Asset Management as an Investment Manager. He has over 15 years’ experience in financial services.

Charles holds the Certificate in Private Client Investment Advice & Management (PCIAM) and the Investment Management Certificate (IMC). He is also a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI).

Charles sits on our North American research team. 

Robin McAdam

Senior Investment Director, Head of Edinburgh Office

Robin joined Brooks Macdonald in 2009 and is responsible for the management and development of our office in Scotland. He also manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Robin worked at Adam & Company Investment Management Ltd as an Executive Director. He has also worked at BZW Portfolio Management and Hill Samuel Asset Management. Robin has over 25 years’ experience in financial services.

Robin is a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI) and is an Associate of the Institute of Chartered Bankers.

Robin sits on our thematic research team.

Robert Salter

Senior Investment Director, Head of Manchester Office

Robert joined Brooks Macdonald in 2008 and delivers the Manchester office strategy while also managing bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Robert worked at James Brearley & Sons, where he managed private client portfolios, pensions and collective investments. He has over 15 years’ experience in financial services.

Robert is a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI).

Robert heads up our thematic research team.

 

Edward Channing

Senior Investment Director, London Team Head

Edward joined Brooks Macdonald in 2002 and is head of one of the five investment teams in London. He manages bespoke discretionary portfolios on behalf of a range of clients and is also a member of our Asset Management Risk Committee and Chairman of the Brooks Macdonald Foundation.

Edward holds a number of industry qualifications, as well as being a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI). 

Edward sits on our thematic research team.

 

Peter Harris

Senior Investment Director, London Team Head

Peter joined Brooks Macdonald in 2006 and manages one of the five investment teams in London, as well as bespoke discretionary portfolios on behalf of a range of clients.

Peter holds the Certificate in Private Client Investment Advice & Management (PCIAM), the Investment Management Certificate (IMC) and the Chartered Institute for Securities & Investment (CISI) Investment Advice Diploma (IAD). He is also Chartered Member of the CISI.

Peter sits on our North American research team.

 

Andrew Wilson

Senior Investment Director, Head of York Office

Andrew joined Brooks Macdonald in 2010 and manages our York office, as well as bespoke discretionary portfolios on behalf of a range of clients

Prior to joining Brooks Macdonald, Andrew worked at Brown Shipley Private Bank, where he managed private client portfolios and was responsible for collective investments research, and Bollin Asset Management. He has over 15 years’ experience in financial services.

Andrew holds the Certificate in Private Client Investment Advice & Management (PCIAM) and the Investment Management Certificate (IMC).

Andrew sits on our North American research team.

Mike Divers

Senior Investment Director, Head of Leamington Spa Office

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

Prior to joining Brooks Macdonald, Mike worked at Shore Capital, where he was responsible for managing both discretionary and advisory portfolios. He has over 15 years’ experience in investment management.

Mike is a Member of the Chartered Institute for Securities & Investment (MCSI).

Mike heads up our structured return research team.

Howard Crossen

Senior Investment Director, Head of Hampshire Office

Howard joined Brooks Macdonald in 2009 and heads up our Hampshire office. He also manages bespoke discretionary portfolios on behalf of a range of clients and is a member of our Asset Allocation Committee.

Prior to joining Brooks Macdonald, Howard worked at Premier Asset Management for six years managing institutional and private client fixed income portfolios.

Howard has a Masters in International Banking and Financial Studies, holds the Investment Management Certificate (IMC) and has completed Level II of the Chartered Financial Analyst (CFA) program.

Howards is co-head of our fixed interest research team.

Nicholas Skelhorn

Senior Investment Director, Head of Taunton Office

Nick joined Brooks Macdonald in 2011 and is responsible for the management and development of our office in Taunton. He also manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Nick worked at Clarke Willmott LLP, managing the private client investment team, and at Albert E Sharp LLP. He has over 20 years’ experience in financial services.

Nick holds the Chartered Institute for Securities & Investment (CISI) Diploma and is a Fellow of the CISI. He is also a CISI Chartered Wealth Manager.

Pam Beith

Senior Investment Director, Head of Tunbridge Wells office

Pam joined Brooks Macdonald in 2009 and manages the Tunbridge Wells office. She also manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Pam worked at Ashcourt Asset Management for 10 years. She has over 30 years’ experience managing investment portfolios.

Pam holds a number of qualifications, including: the Certificate in Private Client Investment Advice & Management (PCIAM), the Investment Management Certificate (IMC), the Chartered Institute of Securities & Investment (CISI) Investment Advice Diploma (IAD), the Law Society’s Qualified person Status for Retail and Branded Products and Portfolio Management and is also a Member of the CISI.

Darren Zaman

Chief Executive Officer, International, Jersey

Darren joined Brooks Macdonald in 2014 and is responsible for the overall strategy and direction of our international business.

Darren founded and was CEO of DPZ Capital before its acquisition by Brooks Macdonald, prior to this he was a managing director of HSBC Asset Management (International). With over 25 years’ of financial services and investment experience he has a deep understanding of investing and trading in securities’ markets, as well as the management of investment businesses.

Darren is a graduate of UMIST and holds a Chartered Institute of Securities & Investment (CISI) Diploma. He is a Chartered Banker, a Fellow of the CISI, a Chartered Wealth Manager and is included on the Citywealth Leaders List.

David Le Cornu

Senior Investment Director, Jersey

David joined Brooks Macdonald in 2012 and manages bespoke discretionary portfolios on behalf of a range of clients. He also chairs the International Managed Portfolio Service Committee.

Prior to joining Brooks Macdonald, David worked at a number of firms including Spearpoint, Corazon Capital Management, ABN Amro and Kleinwort Benson. He has over 30 years’ experience in financial services.

David is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

Timothy Dallas-Chapman

Director, Jersey

Tim joined Brooks Macdonald in 2012 and is a member of the Executive Committee and the international board; he oversees the international investment management teams.

Prior to joining Brooks Macdonald, Tim worked at Collins Stewart Wealth Management as a Director of their Channel Islands operation, at Le Masurier, James and Chinn Ltd as a Director and Chairman of the Investment Committee, and at Barclaytrust International Ltd. He has over 30 years’ experience in financial services.

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

Kevin Boscher

CIO, International, Guernsey

Kevin joined Brooks Macdonald in 2012 and is the Chief Investment Officer and  a Director of our international business, based in the Guernsey office.  Kevin chairs our international Asset Allocation Committee and is also a member of the onshore Asset Allocation and Investment Committees.

Prior to joining Brooks Macdonald, Kevin was Chief Investment Officer at Collins Stewart Asset Management. He has over 30 years’ experience in financial services, having spent much of his career in the areas of asset allocation, fixed income, hedge funds, multi-manager investing, absolute return investing and alternatives.

Kevin holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and is a Chartered Fellow of the CISI. He is also a regular commentator for Bloomberg TV.

Helen Brien

Director, Head of Investment Management Administration, London

Helen joined Brooks Macdonald in 2005 and oversees the Investment Management Administration Team across the U.K. She has responsibility for the management and development of the team.

In addition, she also oversees client services projects for the investment management division and runs the offices of the Chief Executive Officer and Investment Management Managing Director.

Helen is a member of the Investment Management Management Committee, is responsible for the approval of new business initiatives within Investment Management, and sits on the Risk Committee for Investment Management.  

Helen holds the Diploma in Financial Planning and the Investment Administration Qualification (IAQ).

 

Adam Temple

Senior Investment Director, London Team Head

Adam joined Brooks Macdonald in 2007 and manages one of the five investment teams in London, as well as bespoke discretionary portfolios on behalf of a range of clients. 

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

Adam heads up our North American research team.

 

Alex Ford

Investment Director, London

Alex joined Brooks Macdonald in 2016 and manages bespoke discretionary portfolios on behalf of a range of clients.
Prior to joining Brooks Macdonald, Alex worked at Quilter Cheviot and at Barclays Wealth, having joined their graduate programme in 2007.

Alex holds the Certificate in Private Client Investment Advice & Management (PCIAM), the Investment Management Certificate (IMC) and is a Chartered Member of the Chartered Institute for Securities & Investment (CISI).

Alex sits on our European research team.

 

Austen Speakman CFA

Investment Director, London

Austen joined Brooks Macdonald in 2009 and specialises in managing portfolios for charities, private clients, trusts, and pensions.

Austen is a CFA Charterholder and he also holds the Investment Management Certificate (IMC), the Private Client Investment Advice and Management (PCIAM) and Financial Market certificates. 

On a personal level Austen is also involved with various different charitable causes and events with his church and local community in Gloucestershire.

Austen heads up our property research team and sits on our UK stocks research team.

Ben Mackie

Investment Director, Taunton

Ben joined Brooks Macdonald in 2016 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Ben spent over six years at Charles Stanley as a Portfolio Manager. In addition to managing private client portfolios, he sat on the group’s investment strategy committee and structured product team. Before Charles Stanley, he worked at Barclays Wealth and Butterfield Private Bank.

Ben is a Fellow of the Chartered Institute for Securities & Investment (FCSI).

Daniel Masters

Investment Director, London

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

His particular expertise is in Court of Protection and Personal Injury portfolios, where the primary focus is on protecting the capital value of the assets whilst producing a predictable level of income.

Daniel 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 the North American research team.

David Rose

Investment Director, London

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 was named in Citywire Magazine’s “Top 30 Under 30 – The Rising Stars of Wealth Management” in 2013 & 2014. 

David heads up our international funds research team.

Edward Park CFA

Investment Director, London

Edward joined Brooks Macdonald in 2009 and manages bespoke discretionary portfolios on behalf of a range of clients. He also assists in the formulation of our investment process as a member of both our Asset Allocation and Investment Committees.

Edward is a Chartered Financial Analyst (CFA) Charterholder. 

Edward sits on our structured return and fixed interest research teams.

George Bromfield

Investment Director, London

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

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

George heads up our Far East and emerging markets research team.

Jonathan Fletcher

Investment Director, London

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

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

Jonathan heads up our European research team.

 

Lucy Taylor

Investment Director, London

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

Prior to joining Brooks Macdonald, Lucy worked at Fortis Private Investment Management. She has over 15 years’ experience in financial services. 

She holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and is a Fellow of the CISI. She was also listed on Citywealth’s 2016 Leaders List.

Lucy sits on the UK stocks research team.

 

Mark Godwin

Investment Director, London

Mark joined Brooks Macdonald in 2012 and manages bespoke discretionary portfolios on behalf of a range of clients. 

Prior to joining Brooks Macdonald, Mark was an Investment Manager at City Asset Management. 

Mark holds the Certificate in Private Client Investment Advice & Management (PCIAM), the Investment Management Certificate (IMC) and the Chartered Alternative Investment Analyst (CAIA) designation. He is also a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI). 

Mark sits our Far East and emerging markets research team.

 

Michael Toolan

Investment Director, London

Michael joined Brooks Macdonald in 1999 and manages bespoke discretionary portfolios on behalf of a range of clients. He is a former member of the Asset Allocation Committee.

Michael holds the Certificate in Private Client Investment Advice & Management (PCIAM) and the Investment Management Certificate (IMC). He is also a Member of the Chartered Institute for Securities & Investment (MCSI).

Michael heads up our thematic research team and sits on our UK funds research team.

Nathan Delaney

Investment Director, London

Nathan joined Brooks Macdonald in 2006 and manages bespoke discretionary portfolios on behalf of a range of clients. He is also responsible for our graduate trainee scheme.

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

Nathan heads up our alternatives research team.

Nigel Quinnen

Investment Director, London

Nigel joined Brooks Macdonald in 2011 and manages bespoke discretionary portfolios on behalf of a range of clients. He is also a member of our Asset Allocation Committee.

Prior to joining Brooks Macdonald, Nigel worked at Clarke Willmott LLP. He has significant institutional fund management experience, having been involved in the management of life and pension funds, charities and unit trusts with Schroders, Lazard Asset Management and Lincoln Financial Group.

Nigel sits on our UK stocks research team and specialises in the financial sector.

Paul Goubran

Investment Director, London

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

Prior to joining Brooks Macdonald, Paul worked at Davy Private Clients in Dublin for four years.

Paul holds the Certificate in Private Client Investment Advice & Management (PCIAM) and the Investment Management Certificate (IMC). He is also a Member of the Chartered Institute for Securities & Investment (MCSI).

Paul sits on our alternatives and International Equity Fund research teams.

Richard Wayne-Wynne

Investment Director, London

Richard joined Brooks Macdonald in 2012 and manages bespoke discretionary portfolios on behalf of a range of clients. 

Prior to joining Brooks Macdonald, Richard was one of the founding partners of Vestra Wealth LLP, having previously been an Investment Director at UBS Wealth Management and Laing & Cruickshank. He has over 20 years’ experience of managing multi-asset class investment portfolios on behalf of private clients.

Richard holds the Chartered Institute of Securities & Investment (CISI) Investment Advice Diploma (IAD) and is a Chartered Member of the CISI.

Richard sits on the UK funds research team.

Robert Seifert

Investment Director, London

Robert joined Brooks Macdonald in 2011 and specialises in managing portfolios for charities, private clients, trusts and pensions. Prior to joining Brooks Macdonald, Robert was at Cheviot Asset Management where he was responsible for managing both discretionary and advisory money. He has over 15 years’ experience in financial services.

Robert is a qualified Chartered Accountant and he holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification.

Robert sits on our fixed interest research team.

Robert is involved with a number of charities in his spare time and he sits on the Investment Committee of the World Traders Charitable Trust.

Jim Mackie

Investment Director, Multi-Asset team, London

Jim joined Brooks Macdonald in 2014 and co-manages the Managed Portfolio Service and Multi-Asset Fund range.

Prior to joining Brooks Macdonald, Jim worked at Vestra Wealth, Laing & Cruickshank and UBS Wealth Management. He has over 15 years’ experience in financial services.

Jim is a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI).

Jim sits on our UK stocks, European stocks, and Far East and emerging markets research teams.

 

Mark Shields

Investment Director, Multi-Asset team, London

Mark joined Brooks Macdonald in 2007 and co-manages the Managed Portfolio Service and Multi-Asset Fund range.

Prior to joining Brooks Macdonald, Mark worked at Private Equity Intelligence for a year. He has over 10 years’ experience in financial services.

Mark holds the Investment Management Certificate (IMC).

Mark heads up our UK funds research team. 

 

Jonathan Gumpel

Investment Director, London

Jonathan is a co-founder of Brooks Macdonald and is jointly responsible for overseeing the company’s investment management strategy. He is the lead manager of our Defensive Capital Fund, an absolute return fund that is rated highly by Morningstar. Jonathan is alternate chairman of both our asset allocation and investment committees.         

Over the course of a career in asset management that began in 1986, Jonathan has been recognised by his peers and industry bodies on a number of occasions; most recently receiving the accolade of one of the ‘PAM 50 Most Influential’ members of the private asset management community in 2016. Jonathan is also a member of the Wealth Managers Association Indices Committee.

Alastair Wilson

Investment Director, Edinburgh

Alastair joined Brooks Macdonald in 2009 and manages bespoke discretionary portfolios on behalf of a range of clients. He is also a member of our Asset Allocation Committee.

Prior to joining Brooks Macdonald, Alastair worked at Adam & Company Investment Management Ltd as an Executive Director. He has over 25 years’ experience in financial services.

Alastair is a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI). He is also Chairman of the Cattanach Trust and sits on the Investment Committee of the International Bar Association.

Alastair sits on our international equity and UK stocks research teams. He is also part of the AIM Portfolio Service management team.

Gareth Howlett

Investment Director, Edinburgh

Gareth joined Brooks Macdonald in 2009 and is responsible for ensuring that the disciplines of fundamental research are applied across the firm’s stock selection and portfolio construction activities. He is a member of both our Asset Allocation and Investment Committees.

Prior to joining Brooks Macdonald, Gareth worked at Adam & Company Investment Management Ltd as Chief Executive Officer. In this role, he managed a wide range of private client and charity portfolios, including two global unit trusts. He previously worked at Baillie Gifford and Stewart Ivory, managing institutional and private client portfolios. In total, Gareth has over 30 years’ investment management experience.

Gareth is a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI).

Gareth sits on our UK stocks research team.

Scott Lothian

Investment Director, Edinburgh

Scott joined Brooks Macdonald in 2010 and is the lead manager of our Alternative Investment Market (AIM) Portfolio Service. He also manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Scott worked at Adam & Company Investment Management Ltd as a Senior Investment Manager. He has over 16 years’ experience in financial services.

Scott is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

Scott also serves as Brooks Macdonald’s Head of Direct Equities.

 

Andrew Bennie

Investment Director, Manchester

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

Andrew holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and the Investment Management Certificate (IMC). He is also a Member of the CISI.

Andrew sits on our Structured Return research team.

 

Ben Roberts

Investment Director, Manchester

Ben joined Brooks Macdonald in 2012 and manages bespoke discretionary portfolios on behalf of a range of clients. He also develops relationships within the professional services community across the North West of England.

Prior to joining Brooks Macdonald, Ben worked at Brown Shipley LLP as a Private Client Manager. He has over 10 years’ experience in financial services.

Ben holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and the Investment Management Certificate (IMC). He is also a Chartered Fellow of the CISI.

Ben sits on our Far East and emerging markets research team.

James Agar

Director, Head of Specialist Funds, Manchester

James joined Brooks Macdonald in 2008 and leads our Specialist Funds team. He also manages our Ground Rents Income Fund Plc, a Real Estate Investment Trust (REIT). James is the alternate director of Braemar Group PCC Limited.

Prior to joining Brooks Macdonald, James worked at Barclays Plc and Kaupthing Singer & Friedlander Limited. He has over 10 years’ experience in financial services.

James is an associate of the Royal Institute of Chartered Surveyors and has attended Harvard Business School.

Cameron Brown

Investment Director, Manchester

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 ten 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 an Associate of the CISI.

Cameron sits on our Far East and emerging markets research team.

Richard Gadd

Investment Director, Manchester

Richard joined Brooks Macdonald in 2007 and oversees the region’s investment and research teams, as well as holding responsibility for elements of investment governance.

Prior to joining Brooks Macdonald, Richard worked at James Brearley & Sons Ltd as head of its investment management division. He has over 20 years’ experience in financial services.

Richard is a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI).

Adam Baillie

Investment Director, York

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

Prior to joining Brooks Macdonald, Adam worked at Investec Wealth & Investment as an Investment Director. He has over 10 years’ experience in financial services.

Adam holds the Chartered Institute of Securities & Investment (CISI) Investment Advice Diploma (IAD).

Adam sits on our stocks research team.

Daniel Good

Investment Director, Leamington Spa

Daniel joined Brooks Macdonald in 2013 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Daniel worked at Deutsche Asset & Wealth Management, where he was a member of their UK Investment Committee. He has also held investment management positions at Barclays Wealth and Morgan Stanley Quilter. Daniel has over 15 years’ experience in investment management.

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

Daniel sits on our UK funds research team.

 

Tracey Gray

Investment Director, Hampshire

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 European stocks research team.

 

James Grayson CFA

Investment Director, Hampshire

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

Prior to joining Brooks Macdonald, James worked at Thesis Asset Management for eight years, managing private client portfolios and the Optima Bond Fund. He has over 10 years’ experience in financial services.

James is a Chartered Financial Analyst (CFA) Charterholder, a Chartered Alternative Investment Analyst (CAIA), and a Fellow of the Chartered Institute for Securities & Investment (CISI).

James is co-head of our fixed interest research team.

 

Lindsay Spencer

Investment Director, Hampshire

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

Prior to joining Brooks Macdonald, Lindsay worked at Thesis Asset Management as a Dealer. She has over 10 years’ experience in financial services.

Lindsay holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and the Investment Management Certificate (IMC). She is also a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

Lindsay sits on our fixed interest research team.

 

Richard Hathaway

Investment Director, Taunton

Richard joined Brooks Macdonald in 2011 and manages portfolios for clients acting on their own behalf, including SIPPs, offshore bonds and ISAs, and for trustees of discretionary, interest in possession and charitable trusts.

Prior to joining Brooks Macdonald, Richard worked at Clarke Willmott LLP and Rowan Dartington & Co. He has over 15 years’ experience in financial services.

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

Richard sits on our UK funds team.

John Sadgrove

Investment Director, Taunton

John joined Brooks Macdonald in 2011 and manages portfolios for charities, private clients, trusts, and pensions.

Prior to joining Brooks Macdonald, John worked at Clarke Willmott LLP for 16 years, where he was involved in the set-up of their private client investment team. Prior to that John also worked at Lloyds Bank, Laing & Cruickshank and Neilson Cobbold during his 30 years of experience in investment management.

John is a CISI Chartered Wealth Manager and is a Fellow of the Chartered Institute for Securities & Investment (FCSI).

John is involved in a number of charities, including advising the Finance Committee of a large Hospice Charity in his spare time.

John sits on our thematic research team.

Colin Barrett

Investment Director, Tunbridge Wells

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.

Daniel Minett

Investment Director - Deputy Head, Tunbridge Wells

Daniel joined Brooks Macdonald in 2009 and assists Pam with the management of the Tunbridge Wells office. He also manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Daniel worked at a number of IFA practices. He has over 15 years’ experience in financial services.

Daniel holds the Investment Management Certificate (IMC) and the Certified Financial Planner certification.

Daniel heads up our Japanese research team.

Gary Hill

Investment Director, Jersey

Gary joined Brooks Macdonald in 2014 and manages bespoke discretionary portfolios on behalf of a range of clients. He also develops and services our client base in South Africa.

Gary worked at DPZ Capital Limited before its acquisition by Brooks Macdonald and Collins Stewart CI Limited, where he managed the discretionary multi-asset investment team and was a member of the fund selection committee. He has over 25 years' experience in the financial services industry.

Gary holds the Certificate in Private Client Investment Advice & Management (PCIAM) and the Investment Management Certificate (IMC). He is a Chartered Member of the Chartered Institute of Securities & Investment (CISI). Gary is also approved as a Key Individual and Representative by the South African Financial Services Board.

Timothy Sanders

Investment Director, Jersey

Tim joined Brooks Macdonald in 2012 and manages bespoke discretionary portfolios on behalf of a range of clients. He is also Chairman of the International Stocks Committee.

Prior to joining Brooks Macdonald, Tim worked at Morgan Stanley Quilter as a Senior Vice President, HSBC, and Standard Bank where he gained extensive experience in treasury, private client and intermediary wealth management in Jersey and New York. He has over 20 years’ experience in financial services.

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

Tim sits on our international stocks research team.

Simon Beal

Investment Director, Jersey

Simon joined Brooks Macdonald in 2014 and heads up our Fixed Interest Team in Jersey. He also manages bespoke discretionary portfolios on behalf of a range of clients.

Simon worked at DPZ Capital Limited before its acquisition by Brooks Macdonald, and prior to this at HSBC Investments, managing a range of discretionary portfolios invested in bonds, equities and hedge funds, Le Masurier James and Chinn Limited, and at Newton Investment Management as Head of the Private Client Team. He has over 20 years’ experience in financial services.

Simon holds the Chartered Institute for Securities & Investment (CISI) Investment Advice Diploma (IAD) and the Investment Management Certificate (IMC). He is also a Member of the CISI.

Jonathan Mynes

Investment Director, Jersey

Jonathan joined Brooks Macdonald in 2012 and manages bespoke discretionary portfolios on behalf of a range of clients. He is also a member of our Asset Selection Committee.

Jonathan worked at Spearpoint before its acquisition by Brooks Macdonald and prior to this, at Allied Irish Bank, where he gained experience in their private banking, corporate lending and finance teams. He has over 10 years’ experience in financial services.

Jonathan holds the Chartered Institute of Securities & Investment (CISI) Diploma and is a Member of the CISI. He is also a qualified Chartered Accountant.

Jonathan sits on our Japanese research team.

Emma Varley

Investment Manager, York

Emma joined Brooks Macdonald in 2012 and manages bespoke discretionary portfolios on behalf of a range of clients.

Emma holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and the CISI Investment Advice Diploma (IAD). She has also obtained CISI Chartered Wealth Manager status and is a Member of the CISI.

Emma sits on stocks research team.

Ben Palairet

Investment Manager, London

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

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

Ben sits on our thematic research team.

 

Ben Palmer

Investment Manager, London

Ben joined Brooks Macdonald in 2011 and manages bespoke discretionary portfolios on behalf of a range of clients. 

Ben holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and the CISI Investment Advice Diploma (IAD). He is also a Member of the Chartered Institute for Securities & Investment (MCSI). 

Ben sits on our property and structured return research teams

 

Lawrence Holdron

Investment Manager, London

Lawrence joined Brooks Macdonald in 2012 and manages bespoke discretionary portfolios on behalf of a range of clients. 

Lawrence holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification, the CISI Investment Advice Diploma (IAD) and is a Chartered Financial Analyst (CFA) candidate.

Lawrence sits on our alternatives and Japan research teams.

 

Nicholas Berman

Investment Manager, London

Nick joined Brooks Macdonald in 2011 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Nick worked at Citigroup Global Markets Ltd.

Nick holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification, the Investment Management Certificate (IMC) and has completed Level II of the Chartered Financial Analyst (CFA) program.

Nick sits on our UK stocks research team.

 

 

Michael Barr

Investment Manager, Edinburgh

Michael joined Brooks Macdonald in 2013 and manages bespoke discretionary portfolios on behalf of a range of clients. He is also part of our AIM Portfolio Service management team.

Prior to joining Brooks Macdonald, Michael worked at States of Jersey as an Investment Manager and at Ernst & Young. He has over 7 years’ experience in financial services.

Michael holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and is a Chartered Accountant.

Michael sits on our UK stocks research team.

 

Frank Atkins

Investment Manager, Multi-Asset team, London

Frank joined Brooks Macdonald in 2010 and assists in the management of our Managed Portfolio Service and Multi-Asset Fund range. This includes acting as a secondary dealer and providing analysis of performance data and market research.

Prior to joining Brooks Macdonald, Frank worked at Barclays Wealth. He has over 10 years’ experience in financial services.

Frank holds the Investment Management Certificate (IMC).

Franks sits on our international stocks, and Far East and emerging markets research teams.

 

Sam Durnell

Investment Manager, Tunbridge Wells

Sam joined Brooks Macdonald in 2012 and manages bespoke discretionary portfolios on behalf of a range of clients.

Sam holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification, the CISI Investment Advice Diploma (IAD) and is a 2017 Level III Candidate in the Chartered Financial Analyst (CFA) Program. He is also a Chartered Member of the CISI. In 2011, Sam graduated from the University of Kent with a degree in Financial Economics and Econometrics.

Sam sits on our Japanese research team.

Thomas Meredith

Investment Manager, Leamington Spa

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 Member of the CISI.

Tom sits on our European research team.

 

Gregory Powell

Senior Investment Manager, Jersey

Greg joined Brooks Macdonald in 2012 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Greg worked at Spearpoint and Collins Stewart Stockbrokers as a Director. He has over 18 years' experience in financial services.

Greg is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investment (CISI). He is also a qualified Chartered Accountant.

Michael Caetano

Senior Investment Manager, Jersey

Michael joined Brooks Macdonald in 2012 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Michael worked at Spearpoint, and Collins Stewart Wealth Management as an Associate Director of the Channel Islands business. He has over 15 years’ experience in financial services.

Michael holds the Certificate in Private Client Investment Advice & Management (PCIAM) and is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

Michael sits on our fixed interest research team.

Mike Langstone

Senior Investment Manager, Jersey

Mike joined Brooks Macdonald in 2014 and manages bespoke discretionary portfolios on behalf of a range of clients.

Mike worked at DPZ Capital Limited before its acquisition by Brooks Macdonald, Le Masurier James & Chinn Limited and HSBC Investments UK Ltd as Head of Advisory Investment Management. He has over 20 years' experience in the financial services industry.

Mike holds the Chartered Institute for Securities & Investment (CISI) Diploma and the Certified Financial Planner certification. He is also a Chartered Fellow of the CISI.

Mike sits on our Far East and emerging markets research team.

Phil Rose

Senior Investment Manager, Jersey

Phil joined Brooks Macdonald in 2014 and manages bespoke discretionary portfolios on behalf of a range of clients. He is also responsible for equity analysis.

Phil worked at DPZ Capital Limited before its acquisition by Brooks Macdonald, HSBC Global Asset Management as Head of Offshore Discretionary Investments and Le Masurier James and Chinn Limited. He has over 30 years’ experience in financial services.

Phil holds the Certificate in Private Client Investment Advice & Management (PCIAM) and the Investment Management Certificate (IMC).

Phil sits on our international stocks research team.

Richard Ramskill

Senior Investment Manager, Jersey

Richard joined Brooks Macdonald in 2012 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Richard worked at Collins Stewart Ltd as a Senior Investment Manager. He has over 15 years’ experience in financial services.

Richard holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification.

Richard sits on our international stocks research team.

Scott Goodrum

Investment Manager, Jersey

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

Prior to joining Brooks Macdonald, Scott worked at the Royal Bank of Canada and Barclays Wealth. He has worked in financial services since 2010.

Scott holds the Certificate in Private Client Investment Advice & Management (PCIAM) and the Investment Management Certificate (IMC). He is also a Member of the Chartered Institute of Securities & Investment (CISI).

Scott sits on our fixed interest research team.

Jamie Mourant

Trainee Investment Manager, Jersey

Jamie joined Brooks Macdonald in 2013 and holds the position of trainee investment manager. Jamie is responsible for executing trades on behalf of clients, providing administrative support to the advisory and dealing desk in the preparation of trades, and providing analyst research to clients.

Prior to joining Brooks Macdonald, Jamie worked at PriceWaterhouse Coopers as a trainee accountant.

Jamie holds a Certificate in Private Client Investment Advice & Management and an Investment Advice Diploma.

Adam Greaves

Investment Manager, Jersey

Adam joined Brooks Macdonald in 2013 and manages bespoke discretionary portfolios on behalf of a range of clients. He also develops and services our client base in South Africa.

Prior to joining Brooks Macdonald, Adam worked at Ernst & Young, where he qualified as a Chartered Accountant. He has worked in financial services since 2008.

Adam holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification, the Investment Management Certificate (IMC) and is a Member of the CISI. He is approved as a Representative by the South African Financial Services Board.

Adam sits on our international stocks and European research teams.

Oliver Harwood

Investment Manager, Jersey

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

Prior to joining Brooks Macdonald, Oliver worked at Canaccord Genuity Wealth Management. He has worked in financial services since 2011.

Oliver holds the Certificate in Private Client Investment Advice & Management (PCIAM) and the Chartered Institute for Securities & Investment (CISI) Investment Advice Diploma (IAD). He is also a Member of the CISI.

Oliver sits on our International Stock Committee and North America research team.

Alex Chittenden

Trainee Investment Manager

Alex joined Brooks Macdonald in 2011 and assists with the management of our Multi-Asset Fund range. This includes acting as a secondary dealer and providing market research.

Prior to joining Brooks Macdonald, Alex worked for Martin Place Securities (Sydney) as a Corporate Administrator. He has worked in financial services since 2009.

Alex sits on our North American and structured returns research teams.

 

Matt Wintour

Client Liaison Officer – Adviser Solutions, Jersey

Matt joined Brooks Macdonald in 2015, he holds the position of Client Liaison Officer – Adviser Solutions. Matt is responsible for servicing local and international financial advisers and intermediaries.

Prior to joining Brooks Macdonald, Matt worked at Lubbock Fine Wealth Management and Lombard Asset Management. He has over 10 years’ experience in financial services.

Matt holds an Investment Advice Diploma, an Investment Management Certificate, an Investment Operations Certificate and Certified Financial Planner Certification.

Mark O’Connor

Investment Director, Guernsey

Mark joined Brooks Macdonald in 2013 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Mark worked at Rothschild Wealth Management, where he was responsible for discretionary managed, advisory, and custody and execution client portfolios. He has over 15 years’ experience in financial services.

Mark holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and the Certificate in Private Client Investment Advice & Management (PCIAM). He is also a Chartered Member of the CISI.

Mark sits on our UK stocks research team.

Isobel Whalley

Investment Manager, Guernsey

Isobel joined Brooks Macdonald in 2013 and manages bespoke discretionary portfolios on behalf of a range of clients.

Isobel holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification, the Investment Advice Diploma (IAD) and is an Associate of the CISI.

 Isobel sits on our UK Funds research team.

Andy Alford

Assistant Investment Manager

Andy joined Brooks Macdonald in 2016 and is responsible for managing discretionary private client and institutional money.

Prior to joining Brooks Macdonald, Andy worked at Credit Suisse, where he was responsible for execution dealing across a wide range of asset classes as well as FX and Money Market trading. He has over 10 years’ experience in financial services.

Andy holds the Investment Management Certificate (IMC) and is a member of the Chartered Institute for Securities & Investment (CISI).

 

Richard Gomersall

Head of International Clients, Jersey

Richard joined Brooks Macdonald in 2014 and implements and reviews international savings, investments and pensions, ensuring they are tailored to the individuals' unique requirements.

Prior to joining Brooks Macdonald, Richard worked for a number of global banks in Jersey and Hong Kong, specialising in providing advice to high net worth private clients located outside of the Channel Islands. He has over 15 years' experience in financial services.

Richard is a Chartered Wealth Manager, a Fellow of the Chartered Institute of Securities & Investment (FCSI), holds a Diploma in Trust and Estate Practice (DTEP) and is an Associate of the Chartered Institute of Bankers (ACIB).

Akos Dietrich CFA

Investment Manager, Head of Credit Research, Jersey

Akos joined Brooks Macdonald in 2015 and focuses on credit research while supporting the management of various fixed income strategies.

Prior to joining Brooks Macdonald, Akos worked at Lloyds Banking Group in Jersey as an Investment Manager. He has worked in financial services since 2009.

Akos is a Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) charterholder and holds the Investment Management Certificate (IMC).

Akos sits on our fixed interest research team.

Andrew Denham-Davis

Director, Business Development, London

Andrew joined Brooks Macdonald in 2005, he holds the position of director, business development. Andrew is responsible for managing our business development operations and sits on our board, having joined Brooks Macdonald to spearhead the promotion of our discretionary proposition to the professional adviser community.

Prior to joining Brooks Macdonald, Andrew worked at both Morgan Stanley Quilter and Barclays Unicorn as an intermediary sales manager. He has over 25 years’ experience in financial services.

David Hyner

Regional Business Development Director, London

David joined Brooks Macdonald in 2008, he holds the position of regional business development director. David is responsible for promoting our proposition to professional advisers and intermediaries.

Prior to joining Brooks Macdonald, David worked at Royal Life and Legal & General Group Plc. He has over 25 years’ experience in financial services.

David holds an Advanced Financial Planning Certificate (AFPC).

Justin Woolf

Regional Business Development Director, London

Justin joined Brooks Macdonald in 2012, he holds the position of regional business development director. Justin is responsible for introducing and managing intermediary relationships in North London and the Home Counties.

Prior to joining Brooks Macdonald, Justin worked at Zurich Intermediary Group as a senior broker consultant. He has over 15 years’ experience in financial services.

Richard Allison

Regional Business Development Director, Edinburgh

Richard joined Brooks Macdonald in 2010, he holds the position of region business development director. Richard is responsible for introducing and managing business relationships with professional intermediaries in Scotland and Northern Ireland.

Prior to joining Brooks Macdonald, he worked at Cornelian Asset Managers and Stewart Ivory. He has over 20 years’ experience in financial services.

Robert Williams

Head of Telephone Account Management

Robert joined Brooks Macdonald in 2016 and is responsible for the telephone account management team. He assists the 16 regional business development managers in supporting the UK professional adviser market. 

Prior to joining Brooks Macdonald, Robert worked at an investment house as an intermediary sales executive. He began his career in financial services over 10 years ago as a private client stockbroker, specialising in UK equities. 

Robert is a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI) and holds a Level 6 qualification in Private Client Investment Advice & Management.

 

Lisa Brown

Business Development Manager, London

Lisa joined Brooks Macdonald in 2013, she holds the position of business development manager. Lisa is responsible for introducing and managing intermediary relationships in London.

Prior to joining Brooks Macdonald, Lisa worked at Octopus Investments as a strategic partnerships manager, focussing on distribution through key national and network intermediary businesses. She has worked in financial services since 2008.

Greg Mayho

Business Development Manager, Leamington Spa

Greg joined Brooks Macdonald in 2011 and introduces and manages business relationships with professional intermediaries in the Midlands. 

Prior to joining Brooks Macdonald, Greg worked at Gartmore Investment Management, Old Mutual Asset Managers and Mellon European Fund Services. He has over 22 years’ experience in financial services.

Ian Wolfenden

Business Development Manager, York

Ian joined Brooks Macdonald in 2010 and supports the growing number of introducing IFAs in the North East of England.

Prior to joining Brooks Macdonald, Ian worked at Legal & General Group plc as a Key Account Director. He has over 20 years’ experience in financial services.

Grainger Thomas

Regional Business Development Director, Hampshire

Grainger joined Brooks Macdonald in 2011 and develops professional adviser and intermediary relationships throughout Wiltshire, Dorset and Hampshire.

Prior to joining Brooks Macdonald, Grainger worked at firms including AXA Wealth and Scottish Equitable. He has over 25 years’ experience working with professional advisers and intermediaries.

 

Kevin Cull

Business Development Manager, Hampshire

Kevin joined Brooks Macdonald in 2007 and works closely with existing clients and advisers as well as introducing, developing and managing new business relationships with professional intermediaries.

Prior to joining Brooks Macdonald, Kevin worked at Skandia Life, Sun Life of Canada, and a local IFA practice.  He has over 18 years’ experience in financial services.

Kevin holds the Certified Financial Planning certification.

 

David Saunter

Business Development Manager, Taunton

Dave joined Brooks Macdonald in 2015 and develops business relationships with IFAs, solicitors and accountants in the South West of England.

Prior to joining Brooks Macdonald, Dave worked at firms including AJ Bell, AXA and Abbey for Intermediaries in a number of sales and business development roles. He has over 25 years’ experience in financial services.

Kristian Guest

Business Development Manager, Taunton

Kristian joined Brooks Macdonald in 2014 and develops relationships with intermediaries across South Wales and the South West of England.

Prior to joining Brooks Macdonald, Kristian worked at AXA Wealth and AXA Wealth International as a Business Development Manager. He has experience managing intermediary client relationships across the full range of investment products, in both domestic and international markets. Kristian has over 15 years’ experience in financial services.

Kristian holds the Diploma in Financial Planning.

Carol Hyner

Business Development Manager, Tunbridge Wells

Carol joined Brooks Macdonald in 2009 and develops intermediary relationships in East Anglia.

Prior to joining Brooks Macdonald, Carol worked at Lawrence House Fund Managers, Threadneedle Investments, Invesco and Henderson Global Investors. She has over 30 years’ experience in financial services.

Craig Thompson

Business Development Manager, Tunbridge Wells

Craig joined Brooks Macdonald in 2014 and develops intermediary relationships in Kent and East Sussex.

Prior to joining Brooks Macdonald, Craig worked at firms including Aviva and Standard Life in a range of business development roles. He has over 20 years’ experience in financial services.

Jade Taylor

Business Development Manager, Manchester

Jade joined Brooks Macdonald in 2014 and develops professional adviser relationships in the North West of England.

Prior to joining Brooks Macdonald, Jade worked at Landmark Financial Services as a Client Relationship Manager. She has worked in financial services since 2011.

Jade holds the certificate in Financial Planning and is now working towards the Diploma I Financial Consulting.

 

Matthew Stanton

Business Development Manager, Manchester

Matthew joined Brooks Macdonald in 2015 and develops professional adviser relationships in Manchester, Liverpool, North Wales and Cheshire.

Prior to joining Brooks Macdonald, Matthew worked at firms including Scottish Widows and Aegon Scottish Equitable. His recent focus has been on platform relationships. Matthew has over 15 years’ experience in financial services

Matthew holds the Diploma in Financial Planning.

 

Ash Kapasi

Business Development Manager, York

Ash joined Brooks Macdonald in 2016 and introduces and manages business relationships with professional intermediaries in Nottingham, Derby, Lincoln, Sheffield, and Doncaster.

Prior to joining Brooks Macdonald, Ash worked at Partners Tax Ltd, Canada Life and Aviva. Ash has over 18 years’ experience in financial services.

Ash holds the Level 4 QCF (Dip PFS) and is a STEP Affiliate.

Richard Hughes

Head of Business Development, Jersey

Richard joined Brooks Macdonald in 2013 and oversees our international marketing and business development strategy. He is also a member of the Executive Committee.

Prior to joining Brooks Macdonald, Richard worked at Vistra Ltd as a Business Development Director and at BNP Paribas. He has over 15 years’ experience in financial services.

Richard is a Member of the Chartered Institute for Securities & Investment (CISI) and the Institute of Directors (IoD).

Lindsay Bateman

Business Development Director, Jersey

Lindsay joined Brooks Macdonald in 2014 and oversees our business development strategy in Africa, with a focus on Southern and Eastern Africa.

Prior to joining Brooks Macdonald, Lindsay worked at the Ermitage Group as Executive Director – Business Development, Standard Bank Offshore Group as Managing Director of Private Client Services and at Standard Bank in South Africa. He has extensive knowledge of markets in Southern Africa, Europe and the USA, as well as a strong track record of developing and retaining relationships with institutions, professional advisors and private clients internationally. Lindsay has over 35 years' experience in financial services.

Lindsay holds the Associate Chartered Banking Diploma (ACBD) and is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). He is approved as a Key Individual and Representative by the South African Financial Services Board.

Peter Musker

Business Development Manager, Jersey

Peter joined Brooks Macdonald in 2016 and promotes our range of discretionary services across the Channel Islands.

Prior to joining Brooks Macdonald, Peter worked at Jersey Finance Ltd as a Marketing Officer with responsibility for multi-jurisdictional campaigns, and Capita. He has worked in financial services since 2009.

Peter holds a degree in Marketing and Business Management, and the STEP certificate in International Trust Management.

Martin Robinson

Chairman, Funds, London, Manchester

Martin joined Brooks Macdonald in 2010, is the chairman of our funds business and also the chairman of Braemar Estates.

Prior to joining Brooks Macdonald, Martin was chief executive officer at Henry Cooke Group plc and a director at Brown Shipley & Co Ltd. He has over 25 years’ experience in financial services.

Martin is a non-executive director of Braemar Group PCC Limited UK Agricultural Land Fund, a Channel Islands Stock Exchange listed open-ended investment company. He is also a non-executive director of Hambledon Vineyard Plc and of Plant Impact Plc.

Kevin Addison

Head of Funds Distribution, Funds, London

Kevin joined Brooks Macdonald as Head of Funds Distribution in 2014 and spearheads the funds sales team and the core development of our range of investment funds and funds strategy throughout the UK. 

Prior to joining Brooks Macdonald, Kevin worked at SEI Investments Company, where he held the position of managing director and was head of UK and European asset management distribution. He has over 25 years’ experience in the financial services industry, having also held senior positions at Scottish Widows Investment Partnership and Gartmore Fund Managers. 

David Scammell

Sales Director, Investment Solutions, London

David joined Brooks Macdonald in 2014 and promotes and distributes our range of multi-asset investment solutions internationally.

Prior to joining Brooks Macdonald, David worked at Frontier Investment Management as a Senior Business Development Manager working internationally and at Friends Provident International in a range of business development roles. For several years he was based in Singapore and Kuala Lumpur. He has over 15 years' experience in financial services.

David holds the Diploma in Financial Planning, the Certificate in Private Client Investment Advice & Management (PCIAM) and is a Chartered Alternative Investment Analyst Association (CAIA) charter holder.

Linda McLaren

Business Development Director, London

Linda joined Brooks Macdonald in 2013 and promotes our range of funds and discretionary services internationally.

Prior to joining Brooks Macdonald, Linda worked at VAM Funds as a Business Development Manager responsible for building and maintaining broker relationships in Asia. Previously, she also held roles at Skandia and Standard Bank. Linda has over 16 years' experience in financial services. 

Simon Pinner

Discretionary Sales Director, Specialist Funds, London

Simon joined Brooks Macdonald in 2015 and he holds the position of Discretionary Sales Director, Specialist Funds. Simon is responsible for the promotion and distribution of our funds throughout the UK to the Discretionary market.

Prior to joining Brooks Macdonald, Simon worked at SEI Investments Company as a Sales Director. He has over 14 years’ experience in the financial services industry, having also worked at BNP Paribas Securities Services in Frankfurt and Paris, Gartmore Fund Managers and Scottish Widows Investment Partnership.

Andrew Pope

Intermediary Sales Director, Specialist Funds, London

Andrew joined Brooks Macdonald in July 2015 and holds the position of Intermediary Sales Director on the Specialist Funds Team. Andrew is responsible for the promotion and distribution of our specialist funds via Intermediaries throughout the UK.

Prior to joining Brooks Macdonald, Andrew worked at Canada Life Investments as a Sales Manager. He has over 15 years’ experience in the financial services industry, having held similar roles at Prudential Plc, Gartmore Fund Managers and BNY Mellon Investment Management.

Jordan-Ross Olloe

Funds Distribution Specialist, London

Jordan joined Brooks Macdonald in 2015 and supports the funds distribution team in managing client relationships and introducing new business.

Prior to joining Brooks Macdonald, Jordan held internships at Twelve Capital Group, Beazley Group and Moody’s. He also completed his Financial Economics studies.

Jordan is studying for the Investment Management Certificate (IMC).

Niall O'Connor

Deputy Fund Manager

Niall joined Brooks Macdonald in 2013. He has 20 years of investment experience, many of which in senior investment management roles. This includes leading the development of a range of complex derivative pricing and risk models for Independent Risk Monitoring.

Niall has a PhD in Theoretical Physics and an MA and BA in Physics, all from Cambridge University.

Nicholas Lawes

Managing Director, Financial Consulting, London

Nicholas joined Brooks Macdonald in 2003, he holds the position of managing director, financial consulting. Nicholas is responsible for the financial consulting business and is also a member of the executive management committee.

Nicholas advises on a broad range of financial matters, including sophisticated tax planning, pensions and retirement and inheritance tax mitigation. He has over 20 years’ experience developing wealth management strategies for high net worth individuals and families.

Nicholas was named in the Private Client Practitioner’s 50 Most Influential 2014. He is also a non-executive director of William Reed Holdings Limited.

Michael Owen

Director, Financial Planning, London

Michael joined Brooks Macdonald in 2007 and holds the position of director, financial planning. Michael is responsible for advising clients on complex offshore pensions, as well as conventional occupational and personal pensions. In addition, he provides general financial planning advice, covering inheritance tax mitigation and tax efficient investment.

Prior to joining Brooks Macdonald, Michael worked at Douglas Deakin Young and at Duncan Lawrie Asset Management. He has over 25 years’ experience in financial services.

Michael holds an Advanced Diploma in Financial Planning, Certified Financial Planner certification and is also a member of the Personal Finance Society. He is a regular contributor to the national and trade press on personal finance matters.

Jane Stedman

Senior Consultant, Financial Planning, London

Jane joined Brooks Macdonald in 2013 and holds the position of senior consultant, financial planning. Jane is responsible for advising clients on areas including investment planning, retirement planning, family and business protection, and complex inheritance tax matters.

Prior to joining Brooks Macdonald, Jane worked at Arbuthnot Latham and Duncan Lawrie Limited. She has provided financial advice to high net worth clients since 2008 and has over 15 years’ experience in financial services.

Jane holds Chartered Financial Planner status and Certified Financial Planner certification. She is also a Fellow of the Personal Finance Society.

Philip Ostle

Senior Consultant, Financial Planning, London

Philip joined Brooks Macdonald in 2013 and holds the position of senior consultant, financial planning. Philip is responsible for advising on investments, taxation and pensions, in particular in designing retirement strategies.

Prior to joining Brooks Macdonald, Philip worked at Irwin Mitchell Solicitors’ asset management business as head of financial planning. He has over 25 years’ experience in financial services.

Philip holds a Diploma in Financial Planning and is a member of the Personal Finance Society.

Roddy Wirgman

Senior Consultant, Financial Planning, London

Roddy joined Brooks Macdonald in 2003, he holds the position of senior consultant, financial planning. Roddy is responsible for advising on investments, taxation and pensions, in particular in designing retirement strategies.

Prior to joining Brooks Macdonald, Roddy worked at a variety of IFA firms including John Lamb, Bradstocks and Bain Dawes. He has over 30 years’ experience advising private clients.

Roddy holds a Diploma in Regulated Financial Planning and Certified Financial Planning certification.

Tim Martineau

Senior Consultant, Financial Planning, London

Tim joined Brooks Macdonald in 1995, he holds the position of senior consultant, financial planning. Tim is responsible for advising individuals and privately owned businesses on a broad range of financial matters including pensions, taxation, school fees, investment work and protection.

Tim has over 20 years’ experience in financial services. He holds a Diploma in Financial Planning and is an Associate of the Institute of Financial Planning.

Simon Whitby

Senior Consultant, Financial Planning

Simon joined Brooks Macdonald in 2013 and advises clients on areas including investment planning, retirement planning, family and business protection, and complex inheritance tax matters.

Simon has over 5 years’ experience in financial services.

Simon holds Chartered Financial Planner status.

 

David Birden

Consultant, Financial Planning, London

David joined Brooks Macdonald in 2007 and holds the position of consultant, financial planning. David is responsible for advising clients on areas including investment planning, retirement planning, family and business protection, and complex inheritance tax matters.

David qualified as a consultant in 2011 after completing our in-house training programme. He has worked in financial services since 2007.

David holds a Diploma in Financial Planning and is a member of the Personal Finance Society.

Doron Grossobel

Consultant, Financial Planning, London

Doron joined Brooks Macdonald in 2010 and holds the position of consultant, financial planning. Doron is responsible for advising clients on areas including investment planning, retirement planning, family and business protection, and complex inheritance tax matters.

Doron qualified as a consultant in 2013 after completing our in-house training programme. He has 10 years’ experience in financial services.

Doron holds a Diploma in Financial Planning and Chartered Financial Planner status.

Ian Hawkes

Consultant Financial Planning, London

Ian joined Brooks Macdonald in 2011 and holds the position of consultant, financial planning. Ian is responsible for advising clients on areas including investment planning, retirement planning, family and business protection, and complex inheritance tax matters.

Prior to joining Brooks Macdonald, Ian worked at HSBC and Saunderson House Ltd. Ian qualified as a consultant in 2012 after completing our in-house training programme. He has worked in financial services since 2008.

Ian holds an Advanced Diploma in Financial Planning and Chartered Financial Planner status.

Naomi Keith

Consultant, Financial Planning, London

Naomi joined Brooks Macdonald in 2012 and holds the position of consultant, financial planning. Naomi is responsible for advising clients on areas including investment planning, retirement planning, family and business protection, and complex inheritance tax matters.

Prior to joining Brooks Macdonald, Naomi worked at Bluefin Wealth Management as a financial planner and Crest Insures as an IFA. She has over 10 years’ experience in financial services.

Naomi holds a Diploma in Financial Planning.

Tom Parkes

Consultant, Financial Planning, London

Tom joined Brooks Macdonald in 2013, he holds the position of consultant, financial planning. Tom is responsible for advising clients on areas including investment planning, retirement planning, family and business protection, and complex inheritance tax matters.

Tom qualified as a consultant in 2016 after completing our in-house training programme.

Tom holds a Diploma in Regulated Financial Planning and a Certificate in Discretionary Investment Management.

Kate Milne

Consultant, Tax Services, London

Kate joined Brooks Macdonald in 2010, she holds the position of consultant, tax services. Kate is responsible for leading our dedicated tax service.

Prior to joining Brooks Macdonald, Kate worked at S G Hambro, KPMG and ran her own accountancy firm. She has over 20 years’ experience in financial services.

She is a chartered accountant and a fellow of the Institute of Chartered Accountants in England and Wales (ICAEW).

Adrian Kemp

Managing Director, Retirement Services, Jersey

Adrian joined Brooks Macdonald in 2014 and leads the private client arm of our international business.

Adrian worked at DPZ Capital Limited before its acquisition by Brooks Macdonald, the Royal Bank of Canada and Abacus Financial Services Group. He has over 29 years' experience in financial services.

Adrian is a Chartered Financial Planner, a Fellow of the Personal Finance Society and a Member of the Chartered Institute for Securities and Investment (CISI). He is also a CISI Chartered Wealth Manager.

James Ingram

Director, Retirement Services, Jersey

James joined Brooks Macdonald in 2011 and manages the Channel Islands operations of our Retirement Services division, with a focus on helping Guernsey professionals meet their retirement objectives.

Prior to joining Brooks Macdonald, James held senior positions in both back and front office roles at leading financial services firms including Ernst & Young and J.P. Morgan. He has over 20 years' experience in financial services.

James is a qualified Financial Planner, a Fellow of the Institute of Chartered Secretaries & Administrators (ICSA) and a Member of the Chartered Insurance Institute (CII).

James Hollowell

Director, Retirement Services, Guernsey

James joined Brooks Macdonald in 2012 and manages the private client arm of our international business.

James worked at Spearpoint before its acquisition by Brooks Macdonald and prior to this, at the Baronsmead Partners LLP as a Business Development Director, and Bank of Ireland as Head of Offshore Sales and Marketing. He has over 25 years' experience in financial services.

James is a Member of the Chartered Insurance Institute (CII) and the Personal Finance Society.

Mark Le Roux

Senior Retirement Consultant, Jersey

Mark joined Brooks Macdonald in 2011 and provides advice and support to private clients on financial planning matters including pensions, investments and protection

Prior to joining Brooks Macdonald, Mark was responsible for the front office of the Jersey branch of one of Europe's largest pensions and insurance providers. He has over 10 years' experience in financial services.

Mark holds the Diploma in Financial Planning and is a Member of the Personal Finance Society.

Nicola Bacchus

Client Relationship Director, Employee Benefits, London

Nicola joined Brooks Macdonald in 2015, she holds the position of client relationship director, employee benefits. Nicola is responsible for leading the employee benefits client relationship management team.

Prior to joining Brooks Macdonald, Nicola worked at Standard Life, Vebnet and Wordplay. She has over 25 years’ experience in financial services.

Nicola holds a Diploma in Financial Planning.

Adam Bexson

Client Relationship Manager, Employee Benefits, London

Adam joined Brooks Macdonald in 2016 and provides advice to employers on all aspects of their benefits programmes. 

Prior to joining Brooks Macdonald, Adam worked for Barnett Waddingham, where his focus was on the provision of advice to SMEs. He has over 10 years’ pensions’ experience.

Adam holds a number of qualifications, including the CIIs Diploma in Financial Planning.

Jason Crowther

Client Relationship Manager, Employee Benefits, York

Jason joined Brooks Macdonald in 2013, he holds the position of client relationship manager, employee benefits. He is responsible for managing business relationships and supporting the employee benefits team.

Jason worked in the manufacturing industry as an accountant before moving into financial services where he has worked for wealth managers, pension providers and corporate employee benefits advisers. He has over 15 years’ corporate pensions experience and has specialised in corporate and trustee advice and employee benefits.

Mark Eastwood

Regional Manager, Employee Benefits, York

Mark joined Brooks Macdonald in 2012, he holds the position of regional manager, employee benefits. Mark is responsible for developing our employee benefits division in the north of England. He specialises in giving constructive consultancy advice to employers on automatic enrolment and their legal requirements under the new workplace pension legislation.

Prior to joining Brooks Macdonald, Mark worked at Bright Corporate as a director and at Standard Life. He has over 25 years’ experience in financial services.

Mark holds a Diploma in Financial Planning.

Rebecca Rowntree

Client Relationship Manager, London

Rebecca was part of the employee benefits team between 2008 and 2011, retuning to Brooks Macdonald in 2015 after a career break.  Rebecca assists employers choose, set up, administer and review benefits for their employees.

Rebecca has over 15 years’ experience in financial services, having started her career at an insurer then moving into employee benefits. 

Rebecca is working towards the Diploma in Financial Planning, and holds the Certificate in Financial Planning.

Alan Stokes

Head of Fund Governance, London

Alan joined Brooks Macdonald in 2009 he holds the position of head of fund governance. Alan is responsible for the investment oversight of our open-ended investment companies, Managed Portfolio Service and Alternative Investment Management Service. He is a member of our investment committee.

Prior to joining Brooks Macdonald, Alan worked at a number of large investment companies, including Britannia Unit Trust Managers (now Invesco) and Brown Shipley. Alan has over 40 years’ investment experience in financial services and has spent over 30 years either managing or researching collective investments.

He is a fellow of the Charted Institute for Securities & Investment.

Richard Larner

Head of Research, London

Richard joined Brooks Macdonald in 2012, he holds the position of head of research. Richard is responsible for the central research desk, which provides macroeconomic research to our asset allocation committee, quantitative analysis to our sector teams and oversees the asset selection process. He is a member of both our asset allocation and investment committees. 

Prior to joining Brooks Macdonald, he was head of fund research at Collins Stewart, where he was instrumental in developing the multi-manager fund research function and responsible for monitoring the effectiveness of investment policy. Before Collins Stewart, Richard spent 11 years at Deutsche Morgan Grenfell culminating in the position of senior dealer on the FX dealing desk.

Richard has over 30 years’ experience in investment management and financial services.

Punit Patel

Deputy Head of Research, London

Punit joined Brooks Macdonald in 2011 and works closely with the Investment Committee and the Head of Research to develop a robust asset selection process.  He provides global macroeconomic research and quantitative analysis on cross asset class valuation. Punit is a member of the UK Equities committee and is also a member of our Asset Allocation Committee.

Punit has a Bachelor’s degree in Mathematics with Economics from University College London (UCL) and completed a study abroad programme in China studying Regional Economics. He has also passed all three levels of the Chartered Financial Analyst (CFA) Program.

Laura McLelland

Research Analyst, London

Laura joined Brooks Macdonald as a trainee investment manager in 2012. After qualifying as an investment manager, she moved across to join our centralised research team. The research team provide macroeconomic research to our asset allocation committee, quantitative analysis to our sector teams and oversee the investment process. Laura’s specialist research sectors are fixed interest and UK funds. 

Laura has a Master’s degree in Mathematics and Statistics from the University of Oxford. She is also a Chartered Member of the Chartered Institute for Securities & Investment (CISI), holding both the CISI Chartered Wealth Manager Qualification and the CISI Investment Advice Diploma (IAD).

Camilla Searle

Research Analyst, London

Camilla joined Brooks Macdonald in 2014 and is a member of our centralised research team. The research team provide macroeconomic research to our asset allocation committee, quantitative analysis to our sector teams and oversee the investment process. She is also a member of both the Far East and emerging markets, and property sector research teams. 

Prior to joining Brooks Macdonald, Camilla worked at Aberdeen Asset Management.

Camilla has a Bachelor’s degree in Economics from the University of Bristol. She has passed Level II of the Chartered Financial Analyst (CFA) Program and is currently a CFA Level III candidate. She also holds the Investment Management Certificate (IMC).

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

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