History

Date Activity
1991 Formation of Brooks Macdonald Gayer & Co. Ltd by Chris Macdonald, Jonathan Gumpel, Richard Spencer and Martin Mullany.
1992 Brooks Macdonald Group Ltd was formed.
1993 Group funds under management (FUM) went through £250 million threshold.
1995 Trainee investment manager scheme commenced.
1997 Brooks Macdonald Gayer Asset Management Ltd was formed.
2002 Change of name of Brooks Macdonald Gayer Asset Management Ltd  to Brooks Macdonald Asset Management Ltd (BMAM) and of Brooks Macdonald Gayer & Co. Ltd to Brooks Macdonald Financial Consulting Ltd.
2005 Brooks Macdonald Group Ltd becomes Brooks Macdonald Group plc and lists on the Alternative Investment Market (AIM).
2005 BMAM opened first regional office near Winchester headed up by John Wallace and his team from Ely Fund Management.
2005 Group FUM went through £500 million threshold.
2006 Group FUM went through £750 million threshold.
2007 BMAM opened Manchester office headed by Claire Bennison, formerly of Barclays Wealth.
2007 Group FUM went through £1 billion threshold.
2008 Nicholas Holmes and Andrew Shepherd appointed as joint managing directors of BMAM.
2009 BMAM opened Tunbridge Wells office headed by Pam Beith, formally of Ashcourt Asset Management.
2009 BMAM opened Edinburgh office headed by a team of Directors from Adam & Co.
2010 Group FUM went through £2 billion threshold.
2011 BMAM acquired the investment arm of national law firm Clarke Willmott, and  opened a fifth regional office in Taunton.
2012 Group FUM went through £3 billion threshold.
2012 BMAM announced the opening of its seventh regional office in St. Mary’s Court, Blossom Street, York.
2012 Brooks Macdonald Group plc announced the acquisition of Spearpoint (Spearpoint Limited and Spearpoint Retirement Services Limited), a Jersey and Guernsey based provider of discretionary fund management with stock broking and retirement planning capabilities.
2013 Group FUM went through £4 billion threshold following the Group's acquisition of Spearpoint (Spearpoint Limited and Spearpoint Retirement Services Limited)
2013 Group FUM went through £5 billion threshold.
2013 BMAM announced the opening of a new regional office in Hamilton Terrace, Leamington Spa, Warwickshire