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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

Our investment solutions

Our multi-asset and single-strategy investment solutions are designed to help you meet your clients’ objectives. We build solutions to match individual risk profiles, income or growth requirements and investment timeframes.

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Multi-asset solution; Single-strategy solutions; Specified portfolio mandates; Dealing and custody; Risk managed; Objective based

Multi-asset solutions

Our multi-asset investment solutions invest in a wide range of investment vehicles and asset classes in order to meet your clients’ objectives and risk profile.

We understand that no two investors are the same. Whether you want to invest £1,000 or £1,000,000, our solutions are designed to cater for your individual requirements.

International Bespoke Portfolio Service

Through our International Bespoke Portfolio Service (International BPS), clients can access an individual portfolio that is constructed to their personal requirements, reflecting their investment objectives, tax status and risk appetite. The International BPS is available in sterling, euros and US dollars and is available for those with £500,000 or more to invest, or currency equivalent. Alternative currency options are available on request.

International Managed Portfolio Service

The International Managed Portfolio Service (International MPS) provides a choice of six actively managed portfolios, which include a range of investments that are suitable for a particular strategy.

It invests in vehicles such as offshore funds, open-ended investment companies (OEICs) and exchange-traded funds, across all asset classes, to create diversified portfolios that meet its risk criteria.

The service is open to investors with £25,000 or more to invest and is also available in euros and US dollars for €25,000 and $25,000.

Multi-asset funds

Investors can gain access to our discretionary management expertise and proven investment process for as little as £1,000 through our four risk-rated Multi-Asset Funds. These funds are available in euros, US dollars and Singapore dollars for €1,000, $1,000 or S$1,000.

Single-strategy solutions

Our single-strategy investment solutions invest directly in traditional asset classes, such as bonds and equities, in order to meet key outcomes such as income generation or long-term capital growth.

Corporate Bond Strategy

Our Corporate Bond Strategy invests in a diversified portfolio of investment grade bonds to provide a balance of income, security and liquidity.

This strategy may suit investors looking for regular income, such as those thinking about retirement. However, we can also reinvest your income if you are looking to grow your portfolio.

The strategy is available to investors with at least £500,000 to invest. It is available in euros and US dollars.

Direct Equity Strategy

Our Direct Equity Strategy is structured to provide capital appreciation and income growth through direct investment in high-quality stocks. The strategy is available to investors with at least £250,000 to invest.

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.