Latest News

Brooks Macdonald International wins Personal Trust International mandate in South Africa

Brooks Macdonald International (BMI) today announces that it has won a mandate to manage half of all South African based Personal Trust International’s (PTI) existing offshore portfolios, which are registered under PTI Guernsey Limited.

The mandate, totalling US $40 million, will be split across Personal Trust International’s two offshore registered funds. BMI will be responsible for managing half of the circa $80 million assets of each of the US dollar-denominated funds.

Stay calm and focus on the favourable macro background

Global stock markets have had a tough few weeks, with most markets having fallen by more than 10% from their peaks, indicating that an “official” correction is underway. The core government bond markets, on the other hand, have rallied hard and yields have fallen across all maturities on UK Gilts and US Treasuries. Commodity prices have also tumbled including oil. The main trigger for these moves appears to be a fear that the Chinese economy is slowing more than expected, increasing the risk of a hard landing.

Brooks Macdonald International shortlisted for two industry awards

Brooks Macdonald International is pleased to announce it has been shortlisted for two industry awards, which aim to recognise product and service providers with international capabilities.

In the Professional Adviser International Fund and Product Awards 2015, we have been shortlisted under the Best International Wealth Management Provider category.        

Business Excellence award for Brooks Macdonald’s Edinburgh team

We are delighted to announce that our Edinburgh office has recently won ‘Acquisition International’s Business Excellence’ award for 2015.

The award recognises the hard work and ingenuity that the team have put in to achieve stellar results for their clients, whilst also setting the standards for what can be achieved in the Asset Management sector.

The awards are given solely on merit and are awarded to commend those most deserving for their ingenuity and hard work over the last 12 months, distinguishing them from their competitors and proving them worthy of recognition.

BMAM win award for Best Wealth Management Company

We are delighted to announce that Brooks Macdonald Asset Management (BMAM) has won the award for ‘Best Wealth Management Company’ at the Money Marketing Awards 2015.

The winner was chosen based on how the firm has improved services offered to customers and clients and how they have coped with market and regulatory challenges. The winners were decided by a judging panel of top-level industry professionals, following a company submission as well as an interview with Joint Managing Director, Nick Holmes.