Choose an office:

Select

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

Meet the team

Our clients’ portfolios are managed by investment managers operating within teams. This structure allows clients to benefit from as close a working relationship with their investment manager as they require, while also ensuring that each investment manager is able to meet and exceed each individual client’s requirements.

Contact our team to find out more (info-bmi@brooksmacdonald.com, +44 1534 715 551)

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).

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 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.

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.

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).

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 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.

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.

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.