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Investment solutions

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020 7499 6424

72 Welbeck Street
London
W1G 0AY

Location

info@brooksmacdonald.com

0131 240 3900

10 Melville Crescent
Edinburgh,
EH3 7LU

Location

edinburgh@brooksmacdonald.com

+441481 815 555

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

Location

guernsey@brooksmacdonald.com

01329 552 111

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

Location

hampshire@brooksmacdonald.com

+441534 715 555

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

Location

jersey@brooksmacdonald.com

01926 351 051

36 Hamilton Terrace
Leamington Spa,
CV32 4LY

Location

leamingtonspa@brooksmacdonald.com

01618 614 110

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

Location

manchester@brooksmacdonald.com

01823 217 084

4 Heron Gate
Hankridge Way, Taunton
TA1 2LR

Location

taunton@brooksmacdonald.com

01892 554 900

2 Mount Ephraim Road
Tunbridge Wells Kent
TN1 1EE

Location

tunbridgewells@brooksmacdonald.com

01904 234 820

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

Location

york@brooksmacdonald.com

Investment management

At Brooks Macdonald, our aim is to enhance our clients’ wealth through the provision of our investment solutions.

We seek to build trusting relationships founded on the professionalism of our people, who are selected for their ability to relate to clients, analytical skills, outlook and drive. Our employees have allowed us to instil a culture that supports consistency in every aspect of our business.

Our investment solutions are underpinned by the three key principles of our investment philosophy: to utilise a proven active investment process, to integrate effective risk management and to maintain portfolio focus.

Brooks Macdonald Asset Management Limited is regulated and authorised to provide a range of investment services by the Financial Conduct Authority. Registered in England No. 3417519. Registered office: 72 Welbeck Street, London W1G 0AY.

Our investment process

Our centralised investment process allows us to create diversified investment portfolios with varying risk profiles.

Bespoke Portfolio Service

Our Bespoke Portfolio Service is designed for private clients who want a fully personalised investment portfolio designed to reflect their specific individual requirements.

AIM Portfolio Service

Our AIM Portfolio Service, which was launched in July 2011, offers long-term capital growth potential and compelling Inheritance Tax benefits via a portfolio of 30-40 carefully selected AIM listed companies.

AIM Portfolio Service

Charity Bespoke Portfolio Service

Our Charity Bespoke Portfolio Service is designed for trustees who want a truly tailored investment portfolio designed to reflect their charity’s specific individual requirements, such as an ethical consideration or unique investment objective. 

Managed Portfolio Service

Our Managed Portfolio Service (MPS) is a discretionary investment management service consisting of ten portfolios, each with their own risk profile and objective.

Multi-Asset Funds

Our multi-asset fund range, provided by IFSL, consists of four risk-managed multi-asset funds. The range is available to clients with as little as £1,000 to invest via their adviser.

Defensive Capital Fund

Our Defensive Capital Fund aims to provide the stability of bonds while retaining an ability to benefit from any rise in equities.

Treasury and cash interest rates

We pay interest on sterling cash balances held within client accounts for all services at a rate equivalent to 0.20% below the Bank of England base rate.

Latest insights

Offices

London

020 7499 6424

info@brooksmacdonald.com

72 Welbeck Street
London
W1G 0AY

Edinburgh

0131 240 3900

edinburgh@brooksmacdonald.com

10 Melville Crescent
Edinburgh,
EH3 7LU

Guernsey

+441481 815 555

guernsey@brooksmacdonald.com

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

Hampshire

01329 552 111

hampshire@brooksmacdonald.com

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

Jersey

+441534 715 555

jersey@brooksmacdonald.com

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

Leamington Spa

01926 351 051

leamingtonspa@brooksmacdonald.com

36 Hamilton Terrace
Leamington Spa,
CV32 4LY

Manchester

01618 614 110

manchester@brooksmacdonald.com

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

Taunton

01823 217 084

taunton@brooksmacdonald.com

4 Heron Gate
Hankridge Way, Taunton
TA1 2LR

Tunbridge Wells

01892 554 900

tunbridgewells@brooksmacdonald.com

2 Mount Ephraim Road
Tunbridge Wells Kent
TN1 1EE

York

01904 234 820

york@brooksmacdonald.com

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

Awards

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

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