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020 7499 6424

72 Welbeck Street
London
W1G 0AY

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info@brooksmacdonald.com

0131 240 3900

10 Melville Crescent
Edinburgh,
EH3 7LU

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edinburgh@brooksmacdonald.com

+441481 815 555

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

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guernsey@brooksmacdonald.com

0161 870 3860

Richmond House, Heath Road, Hale WA14 2XP

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hale@brooksmacdonald.com

01329 552 111

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

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hampshire@brooksmacdonald.com

+441534 715 555

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

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jersey@brooksmacdonald.com

01926 351 051

36 Hamilton Terrace
Leamington Spa,
CV32 4LY

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leamingtonspa@brooksmacdonald.com

01618 614 110

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

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manchester@brooksmacdonald.com

01823 217 084

4 Heron Gate
Hankridge Way, Taunton
TA1 2LR

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taunton@brooksmacdonald.com

01892 554 900

2 Mount Ephraim Road
Tunbridge Wells Kent
TN1 1EE

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tunbridgewells@brooksmacdonald.com

01904 234 820

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

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york@brooksmacdonald.com

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. The service is available to those with at least £250,000 to invest.

Clients are assigned a dedicated investment manager who will work closely with them and their adviser to create a portfolio that matches their exact needs. To achieve this, the investment manager will consider a broad range of investments from a number of asset classes and geographies.

The investment manager, supported by an expert team, will actively manage the client’s portfolio in line with our centralised investment process. They will also meet with the client and/or their adviser on a regular basis to ensure the client’s portfolio remains in line with their investment objectives.

Clients and their advisers are able to review the performance of their portfolios online. In addition, clients will receive a portfolio valuation report, a performance report, a transaction schedule and an income and capital statement at the end of each quarter.

Our bespoke portfolios can be held in a variety of tax wrappers, or as a private open-ended investment company.

Find out more about how we work with advisers and what we can do for our clients.

Download full terms and conditions

Important Information

These services are provided by Brooks Macdonald Asset Management Limited.

Key contacts

Robin Eggar

Director, Head of London

Robin joined Brooks Macdonald in 2000 and oversees the five investment teams in London with responsibility for the management and development of the London office. In addition to managing client portfolios, he co-manages the Defensive Capital Fund. 

Robin holds the Certificate in Private Client Investment Advice & Management (PCIAM), the Investment Management Certificate (IMC) and the Advanced Financial Planning Certificate (AFPC). 

He is also a Chartered Member of the Chartered Institute of Securities & Investment (Chartered MCSI).

 

John Wallace

Director, Head of Regional Offices, Hampshire

John joined Brooks Macdonald in 2005 and oversees our regional office network. He also manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, John worked at Dexia Asset Management as an Investment Manager. He has over 20 years’ experience in financial services.

John holds the Investment Management Certificate (IMC) and is a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI).

Claire Bennison

Director, Head of Services and Product Development

Claire joined Brooks Macdonald in 2007 as Regional Director.  Claire has over 26 years of investment and management experience.  Her most recent role, prior to joining Brooks Macdonald as a director of Barclays Wealth, where she was Head of Technical Analysis and Currencies and a member of the Asset Allocation Committee, formulating investment strategy across all asset classes and regions for private clients.  She has continued to bring this experience to Brooks Macdonald, focusing on both structural and tactical asset allocation as well as looking at developing investment solutions reflecting clients’ specific requirements and circumstances.

Claire is a member of the Brooks Macdonald Asset Allocation Committee and sits on the Brooks Macdonald Asset Management Board.  She heads up the three regional offices in the North of England and is responsible for the future development of the region and the teams.  Claire has a Master of Business Administration from the University of Liverpool and is a Chartered Fellow of the Chartered Institute for Securities & Investments (Chartered FCSI).  

Pam Beith

Senior Investment Director, Head of Tunbridge Wells office

Pam joined Brooks Macdonald in 2009 and manages the Tunbridge Wells office. She also manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Pam worked at Ashcourt Asset Management for 10 years. She has over 30 years’ experience managing investment portfolios.

Pam holds a number of qualifications, including: the Certificate in Private Client Investment Advice & Management (PCIAM), the Investment Management Certificate (IMC), the Chartered Institute of Securities & Investment (CISI) Investment Advice Diploma (IAD), the Law Society’s Qualified person Status for Retail and Branded Products and Portfolio Management and is also a Member of the CISI.

Edward Channing

Senior Investment Director, London Team Head

Edward joined Brooks Macdonald in 2002 and is head of one of the five investment teams in London. He manages bespoke discretionary portfolios on behalf of a range of clients and is also a member of our Asset Management Risk Committee and Chairman of the Brooks Macdonald Foundation.

Edward holds a number of industry qualifications, as well as being a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI). 

Edward sits on our thematic research team.

 

Howard Crossen

Senior Investment Director, Head of Hampshire Office

Howard joined Brooks Macdonald in 2009 and heads up our Hampshire office. He also manages bespoke discretionary portfolios on behalf of a range of clients and is a member of our Asset Allocation Committee.

Prior to joining Brooks Macdonald, Howard worked at Premier Asset Management for six years managing institutional and private client fixed income portfolios.

Howard has a Masters in International Banking and Financial Studies, holds the Investment Management Certificate (IMC) and has completed Level II of the Chartered Financial Analyst (CFA) program.

Howards is co-head of our fixed interest research team.

Mike Divers

Senior Investment Director, Head of Leamington Spa Office

Mike joined Brooks Macdonald in 2009 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Mike worked at Shore Capital, where he was responsible for managing both discretionary and advisory portfolios. He has over 15 years’ experience in investment management.

Mike is a Member of the Chartered Institute for Securities & Investment (MCSI).

Mike heads up our structured return research team.

Peter Harris

Senior Investment Director, London Team Head

Peter joined Brooks Macdonald in 2006 and manages one of the five investment teams in London, as well as bespoke discretionary portfolios on behalf of a range of clients.

Peter holds the Certificate in Private Client Investment Advice & Management (PCIAM), the Investment Management Certificate (IMC) and the Chartered Institute for Securities & Investment (CISI) Investment Advice Diploma (IAD). He is also Chartered Member of the CISI.

Peter sits on our North American research team.

 

Robin McAdam

Senior Investment Director, Head of Edinburgh Office

Robin joined Brooks Macdonald in 2009 and is responsible for the management and development of our office in Scotland. He also manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Robin worked at Adam & Company Investment Management Ltd as an Executive Director. He has also worked at BZW Portfolio Management and Hill Samuel Asset Management. Robin has over 25 years’ experience in financial services.

Robin is a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI) and is an Associate of the Institute of Chartered Bankers.

Robin sits on our thematic research team.

Robert Salter

Senior Investment Director, Head of Manchester Office

Robert joined Brooks Macdonald in 2008 and delivers the Manchester office strategy while also managing bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Robert worked at James Brearley & Sons, where he managed private client portfolios, pensions and collective investments. He has over 15 years’ experience in financial services.

Robert is a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI).

Robert heads up our thematic research team.

 

Nicholas Skelhorn

Senior Investment Director, Head of Taunton Office

Nick joined Brooks Macdonald in 2011 and is responsible for the management and development of our office in Taunton. He also manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Nick worked at Clarke Willmott LLP, managing the private client investment team, and at Albert E Sharp LLP. He has over 20 years’ experience in financial services.

Nick holds the Chartered Institute for Securities & Investment (CISI) Diploma and is a Fellow of the CISI. He is also a CISI Chartered Wealth Manager.

Adam Temple

Senior Investment Director, London Team Head

Adam joined Brooks Macdonald in 2007 and manages one of the five investment teams in London, as well as bespoke discretionary portfolios on behalf of a range of clients. 

Adam holds the Certificate in Private Client Investment Advice & Management (PCIAM) and the Investment Management Certificate (IMC). He is also a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI). 

Adam heads up our North American research team.

 

Charles Williams

Senior Investment Director, London Team Head

Charles joined Brooks Macdonald in 2007 and manages one of the five investment teams in London, as well as bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Charles worked at Ashcourt Rowan Asset Management as an Investment Manager. He has over 15 years’ experience in financial services.

Charles holds the Certificate in Private Client Investment Advice & Management (PCIAM) and the Investment Management Certificate (IMC). He is also a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI).

Charles sits on our North American research team. 

Andrew Wilson

Senior Investment Director, Head of York Office

Andrew joined Brooks Macdonald in 2010 and manages our York office, as well as bespoke discretionary portfolios on behalf of a range of clients

Prior to joining Brooks Macdonald, Andrew worked at Brown Shipley Private Bank, where he managed private client portfolios and was responsible for collective investments research, and Bollin Asset Management. He has over 15 years’ experience in financial services.

Andrew holds the Certificate in Private Client Investment Advice & Management (PCIAM) and the Investment Management Certificate (IMC).

Andrew sits on our North American research team.

Adam Baillie

Investment Director, York

Adam joined Brooks Macdonald in 2015 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Adam worked at Investec Wealth & Investment as an Investment Director. He has over 10 years’ experience in financial services.

Adam holds the Chartered Institute of Securities & Investment (CISI) Investment Advice Diploma (IAD).

Adam sits on our stocks research team.

Colin Barrett

Investment Director, Tunbridge Wells

Colin joined Brooks Macdonald in 2010 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Colin worked at Heartwood Wealth Management, where he managed private client portfolios, pensions and trusts. He also worked at Schroders, Kilik & Co and Merrill Lynch. He has over 20 years’ experience in financial services.

Colin holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification, the Certificate in Private Client Investment Advice & Management (PCIAM), the Investment Management Certificate (IMC), the Certified Financial Planner certification and is a Member of the CISI.

Colin sits on our UK funds team.

Andrew Bennie

Investment Director, Manchester

Andrew joined Brooks Macdonald in 2010 and manages bespoke discretionary portfolios on behalf of a range of clients.

Andrew holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and the Investment Management Certificate (IMC). He is also a Member of the CISI.

Andrew sits on our Structured Return research team.

 

George Bromfield

Investment Director, London

George joined Brooks Macdonald in 2007 and manages bespoke discretionary portfolios on behalf of a range of clients.

George holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and the Investment Management Certificate (IMC). 

George heads up our Far East and emerging markets research team.

Cameron Brown

Investment Director, Manchester

Cameron joined Brooks Macdonald in 2009 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Cameron worked at Deutsche Bank Private Wealth Management, where he helped service business introduced by key IFA partners. He has over ten years’ experience in financial services.

Cameron holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification, the Investment Management Certificate (IMC), the Investment Administration Qualification (IAQ) and is an Associate of the CISI.

Cameron sits on our Far East and emerging markets research team.

Nathan Delaney

Investment Director, London

Nathan joined Brooks Macdonald in 2006 and manages bespoke discretionary portfolios on behalf of a range of clients. He is also responsible for our graduate trainee scheme.

Nathan holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification, the Investment Management Certificate (IMC) and is a Chartered Fellow of the CISI.

Nathan heads up our alternatives research team.

Jonathan Fletcher

Investment Director, London

Jonathan joined Brooks Macdonald in 2007 and manages bespoke discretionary portfolios on behalf of a range of clients. 

Jonathan holds the Certificate in Private Client Investment Advice & Management (PCIAM) and the Investment Management Certificate (IMC). He is also a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI). 

Jonathan heads up our European research team.

 

Alex Ford

Investment Director, London

Alex joined Brooks Macdonald in 2016 and manages bespoke discretionary portfolios on behalf of charities, private clients, trusts, and pensions. He also heads up the company’s Tier 1 Investor Visa proposition and is also heavily involved with our dedicated charities team. 

Prior to joining Brooks Macdonald, Alex worked at Quilter Cheviot and at Barclays Wealth, and has over 10 years of industry experience. 

Alex holds the Certificate in Private Client Investment Advice & Management (PCIAM), the Investment Management Certificate (IMC) and is a Chartered Member of the Chartered Institute for Securities & Investment (CISI).

Alex sits on our European research team.

Richard Gadd

Investment Director, Manchester

Richard joined Brooks Macdonald in 2007 and oversees the region’s investment and research teams, as well as holding responsibility for elements of investment governance.

Prior to joining Brooks Macdonald, Richard worked at James Brearley & Sons Ltd as head of its investment management division. He has over 20 years’ experience in financial services.

Richard is a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI).

Mark Godwin

Investment Director, London

Mark joined Brooks Macdonald in 2012 and manages bespoke discretionary portfolios on behalf of a range of clients. 

Prior to joining Brooks Macdonald, Mark was an Investment Manager at City Asset Management. 

Mark holds the Certificate in Private Client Investment Advice & Management (PCIAM), the Investment Management Certificate (IMC) and the Chartered Alternative Investment Analyst (CAIA) designation. He is also a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI). 

Mark sits our Far East and emerging markets research team.

 

Daniel Good

Investment Director, Leamington Spa

Daniel joined Brooks Macdonald in 2013 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Daniel worked at Deutsche Asset & Wealth Management, where he was a member of their UK Investment Committee. He has also held investment management positions at Barclays Wealth and Morgan Stanley Quilter. Daniel has over 15 years’ experience in investment management.

Daniel holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and is a Chartered Fellow of the CISI.

Daniel sits on our UK funds research team.

 

Paul Goubran

Investment Director, London

Paul joined Brooks Macdonald in 2010 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Paul worked at Davy Private Clients in Dublin for four years.

Paul holds the Certificate in Private Client Investment Advice & Management (PCIAM) and the Investment Management Certificate (IMC). He is also a Member of the Chartered Institute for Securities & Investment (MCSI).

Paul sits on our alternatives and International Equity Fund research teams.

Tracey Gray

Investment Director, Hampshire

Tracey joined Brooks Macdonald in 2007 and manages bespoke discretionary portfolios on behalf of a range of clients.

Tracey holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and the Investment Management Certificate (IMC).

Tracey sits on our European stocks research team.

 

James Grayson CFA

Investment Director, Hampshire

James joined Brooks Macdonald in 2010 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, James worked at Thesis Asset Management for eight years, managing private client portfolios and the Optima Bond Fund. He has over 10 years’ experience in financial services.

James is a Chartered Financial Analyst (CFA) Charterholder, a Chartered Alternative Investment Analyst (CAIA), and a Fellow of the Chartered Institute for Securities & Investment (CISI).

James is co-head of our fixed interest research team.

 

Richard Hathaway

Investment Director, Taunton

Richard joined Brooks Macdonald in 2011 and manages portfolios for clients acting on their own behalf, including SIPPs, offshore bonds and ISAs, and for trustees of discretionary, interest in possession and charitable trusts.

Prior to joining Brooks Macdonald, Richard worked at Clarke Willmott LLP and Rowan Dartington & Co. He has over 15 years’ experience in financial services.

Richard is a Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager and a Fellow of the CISI. His qualifications include the Certificate in Private Client Investment Advice & Management (PCIAM).

Richard sits on our UK funds team.

Gareth Howlett

Investment Director, Edinburgh

Gareth joined Brooks Macdonald in 2009 and is responsible for ensuring that the disciplines of fundamental research are applied across the firm’s stock selection and portfolio construction activities. He is a member of both our Asset Allocation and Investment Committees.

Prior to joining Brooks Macdonald, Gareth worked at Adam & Company Investment Management Ltd as Chief Investment Officer. In this role, he managed a wide range of private client and charity portfolios, including two global unit trusts. He previously worked at Baillie Gifford and Stewart Ivory, managing institutional and private client portfolios. In total, Gareth has over 30 years’ investment management experience.

Gareth is a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI).

Gareth sits on our UK stocks research team.

Scott Lothian

Investment Director, Edinburgh

Scott joined Brooks Macdonald in 2010 and is the lead manager of our Alternative Investment Market (AIM) Portfolio Service. He also manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Scott worked at Adam & Company Investment Management Ltd as a Senior Investment Manager. He has over 16 years’ experience in financial services.

Scott is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

Scott also serves as Brooks Macdonald’s Head of Direct Equities.

 

Daniel Masters

Investment Director, London

Daniel joined Brooks Macdonald in 2009 and manages bespoke discretionary portfolios on behalf of a range of clients.

His particular expertise is in Court of Protection and Personal Injury portfolios, where the primary focus is on protecting the capital value of the assets whilst producing a predictable level of income.

Daniel holds the Certificate in Financial Planning (CFP), the Investment Management Certificate (IMC), the Certificate in Private Client Investment Advice & Management (PCIAM) and is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI)

Daniel heads up the North American research team.

Daniel Minett

Investment Director - Deputy Head, Tunbridge Wells

Daniel joined Brooks Macdonald in 2009 and assists Pam with the management of the Tunbridge Wells office. He also manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Daniel worked at a number of IFA practices. He has over 15 years’ experience in financial services.

Daniel holds the Investment Management Certificate (IMC) and the Certified Financial Planner certification.

Daniel heads up our Japanese research team.

Edward Park CFA

Investment Director, London

Edward joined Brooks Macdonald in 2009 and manages bespoke discretionary portfolios on behalf of a range of clients. He also assists in the formulation of our investment process as a member of both our Asset Allocation and Investment Committees.

Edward is a Chartered Financial Analyst (CFA) Charterholder. 

Edward sits on our structured return and fixed interest research teams.

Nigel Quinnen

Investment Director, London

Nigel joined Brooks Macdonald in 2011 and manages bespoke discretionary portfolios on behalf of a range of clients. He is also a member of our Asset Allocation Committee.

Prior to joining Brooks Macdonald, Nigel worked at Clarke Willmott LLP. He has significant institutional fund management experience, having been involved in the management of life and pension funds, charities and unit trusts with Schroders, Lazard Asset Management and Lincoln Financial Group.

Nigel sits on our UK stocks research team and specialises in the financial sector.

Ben Roberts

Investment Director, Manchester

Ben joined Brooks Macdonald in 2012 and manages bespoke discretionary portfolios on behalf of a range of clients. He also develops relationships within the professional services community across the North West of England.

Prior to joining Brooks Macdonald, Ben worked at Brown Shipley LLP as a Private Client Manager. He has over 10 years’ experience in financial services.

Ben holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and the Investment Management Certificate (IMC). He is also a Chartered Fellow of the CISI.

Ben sits on our Far East and emerging markets research team.

David Rose

Investment Director, London

David joined Brooks Macdonald in 2009 and manages bespoke discretionary portfolios on behalf of a range of clients.

He holds the SII Diploma in Wealth Management, the Certificate in Private Client Investment Advice & Management (PCIAM), the Investment Management Certificate (IMC) and is a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI).

David was named in Citywire Magazine’s “Top 30 Under 30 – The Rising Stars of Wealth Management” in 2013 & 2014. 

David heads up our international funds research team.

John Sadgrove

Investment Director, Taunton

John joined Brooks Macdonald in 2011 and manages portfolios for charities, private clients, trusts, and pensions.

Prior to joining Brooks Macdonald, John worked at Clarke Willmott LLP for 16 years, where he was involved in the set-up of their private client investment team. Prior to that John also worked at Lloyds Bank, Laing & Cruickshank and Neilson Cobbold during his 30 years of experience in investment management.

John is a CISI Chartered Wealth Manager and is a Fellow of the Chartered Institute for Securities & Investment (FCSI).

John is involved in a number of charities, including advising the Finance Committee of a large Hospice Charity in his spare time.

John sits on our thematic research team.

Robert Seifert

Investment Director, London

Robert joined Brooks Macdonald in 2011 and specialises in managing portfolios for charities, private clients, trusts and pensions. Prior to joining Brooks Macdonald, Robert was at Cheviot Asset Management where he was responsible for managing both discretionary and advisory money. He has over 15 years’ experience in financial services.

Robert is a qualified Chartered Accountant and he holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification.

Robert sits on our fixed interest research team.

Robert is involved with a number of charities in his spare time and he sits on the Investment Committee of the World Traders Charitable Trust.

Austen Speakman CFA

Investment Director, London

Austen joined Brooks Macdonald in 2009 and specialises in managing portfolios for charities, private clients, trusts, and pensions.

Austen is a CFA Charterholder and he also holds the Investment Management Certificate (IMC), the Private Client Investment Advice and Management (PCIAM) and Financial Market certificates. 

On a personal level Austen is also involved with various different charitable causes and events with his church and local community in Gloucestershire.

Austen heads up our property research team and sits on our UK stocks research team.

Lindsay Spencer

Investment Director, Hampshire

Lindsay joined Brooks Macdonald in 2010 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Lindsay worked at Thesis Asset Management as a Dealer. She has over 10 years’ experience in financial services.

Lindsay holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and the Investment Management Certificate (IMC). She is also a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

Lindsay sits on our fixed interest research team.

 

Lucy Taylor

Investment Director, London

Lucy joined Brooks Macdonald in 2007 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Lucy worked at Fortis Private Investment Management. She has over 19 years’ experience in financial services, predominantly working with high net worth individuals.

She holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and is a Fellow of the CISI. She was also listed on CityWealth’s 2016 Leaders List.

Lucy sits on the UK stocks research team.

 

Toby Thompson

Investment Director, Head of UK Stocks, London

Toby joined Brooks Macdonald in 2011 and manages bespoke discretionary portfolios on behalf of a range of clients. 

Prior to joining Brooks Macdonald, Toby managed UK equity portfolios for both retail and institutional pension fund clients at firms including New Star and Newton Investment Management. He has over 25 years’ experience in financial services.

Toby is a Member of the Chartered Institute for Securities & Investment (MCSI) and an Associate of the UK CFA Society.

Toby heads up our UK stocks research team.

Michael Toolan

Investment Director, London

Michael joined Brooks Macdonald in 1999 and manages bespoke discretionary portfolios on behalf of a range of clients. He is a former member of the Asset Allocation Committee.

Michael holds the Certificate in Private Client Investment Advice & Management (PCIAM) and the Investment Management Certificate (IMC). He is also a Member of the Chartered Institute for Securities & Investment (MCSI).

Michael heads up our thematic research team and sits on our UK funds research team.

Richard Wayne-Wynne

Investment Director, London

Richard joined Brooks Macdonald in 2012 and manages bespoke discretionary portfolios on behalf of a range of clients. 

Prior to joining Brooks Macdonald, Richard was one of the founding partners of Vestra Wealth LLP, having previously been an Investment Director at UBS Wealth Management and Laing & Cruickshank. He has over 20 years’ experience of managing multi-asset class investment portfolios on behalf of private clients.

Richard holds the Chartered Institute of Securities & Investment (CISI) Investment Advice Diploma (IAD) and is a Chartered Member of the CISI.

Richard sits on the UK funds research team.

Alastair Wilson

Investment Director, Edinburgh

Alastair joined Brooks Macdonald in 2009 and manages bespoke discretionary portfolios on behalf of a range of clients. He is also a member of our Asset Allocation Committee.

Prior to joining Brooks Macdonald, Alastair worked at Adam & Company Investment Management Ltd as an Executive Director. He has over 25 years’ experience in financial services.

Alastair is a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI). He is also Chairman of the Cattanach Trust and sits on the Investment Committee of the International Bar Association.

Alastair sits on our international equity and UK stocks research teams. He is also part of the AIM Portfolio Service management team.

Michael Barr

Investment Manager, Edinburgh

Michael joined Brooks Macdonald in 2013 and manages bespoke discretionary portfolios on behalf of a range of clients. He is also part of our AIM Portfolio Service management team.

Prior to joining Brooks Macdonald, Michael worked at States of Jersey as an Investment Manager and at Ernst & Young. He has over 7 years’ experience in financial services.

Michael holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and is a Chartered Accountant.

Michael sits on our UK stocks research team.

 

Nicholas Berman

Investment Manager, London

Nick joined Brooks Macdonald in 2011 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Nick worked at Citigroup Global Markets Ltd.

Nick holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification, the Investment Management Certificate (IMC) and has completed Level II of the Chartered Financial Analyst (CFA) program.

Nick sits on our UK stocks research team.

 

 

Sam Durnell

Investment Manager, Tunbridge Wells

Sam joined Brooks Macdonald in 2012 and manages bespoke discretionary portfolios on behalf of a range of clients.

Sam holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification, the CISI Investment Advice Diploma (IAD) and is a 2017 Level III Candidate in the Chartered Financial Analyst (CFA) Program. He is also a Chartered Member of the CISI. In 2011, Sam graduated from the University of Kent with a degree in Financial Economics and Econometrics.

Sam sits on our Japanese research team.

Lawrence Holdron

Investment Manager, London

Lawrence joined Brooks Macdonald in 2012 and manages bespoke discretionary portfolios on behalf of a range of clients. 

Lawrence holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification, the CISI Investment Advice Diploma (IAD) and is a Chartered Financial Analyst (CFA) candidate.

Lawrence sits on our alternatives and Japan research teams.

 

Thomas Meredith

Investment Manager, Leamington Spa

Tom joined Brooks Macdonald in 2015 and manages bespoke discretionary portfolios on behalf of a range of clients. 

Prior to joining Brooks Macdonald, Tom worked at Investec Wealth and Investment as an Analyst within their multi-manager fund of funds team. He started his career at Williams de Broë. Tom has worked in financial services since 2008.

Tom holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and is a Member of the CISI.

Tom sits on our European research team.

 

Ben Palairet

Investment Manager, London

Ben joined Brooks Macdonald in 2009 and manages bespoke discretionary portfolios on behalf of a range of clients. 

Ben holds the Chartered Institute of Securities & Investment Diploma (CISI Diploma), the Certificate in Private Client Investment Advice & Management (PCIAM) and the Investment Management Certificate (IMC). He is also a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI).

Ben sits on our thematic research team.

 

Ben Palmer

Investment Manager, London

Ben joined Brooks Macdonald in 2011 and manages bespoke discretionary portfolios on behalf of a range of clients. 

Ben holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and the CISI Investment Advice Diploma (IAD). He is also a Member of the Chartered Institute for Securities & Investment (MCSI). 

Ben sits on our property and structured return research teams

 

Poppy Fox

Portfolio Management Director, London

Poppy joined Brooks Macdonald in 2006 and manages bespoke discretionary portfolios on behalf of a range of clients.

Poppy holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and the Investment Management Certificate (IMC). She is also a CISI Chartered Wealth Manager.

Poppy sits on our property research team.

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

Hale

0161 870 3860

hale@brooksmacdonald.com

Richmond House, Heath Road, Hale WA14 2XP

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.