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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

Charity Bespoke Portfolio Service

Our Charity Bespoke Portfolio Service is designed for trustees who desire a truly tailored investment portfolio designed to reflect their charity’s specific individual requirements.

Each portfolio is individually constructed and fine-tuned to reflect any ethical considerations, income or capital requirements, attitude to risk, investment objectives and time horizon of each charity. The portfolio will be constructed and managed by a dedicated investment manager, backed by an investment team and support staff, who will ensure their decisions match the investment mandate that was agreed with the trustees at the outset.

We are committed to delivering an outstanding level of service and operate a team approach to ensure trustees will always have direct contacts available during office hours to assist with regard to the charity’s portfolio. We also encourage regular communication between trustees and their investment management team, recommending we meet in person with each charity client at least once a year, or more frequently as appropriate. 

Over the years we have established long-term relationships with a number of financial service providers, including accountancy and law firms, and we seek to work closely with all parties to ensure our charity clients receive the best possible advice and service available.

Trustees are able to review their charity’s portfolio information via our online portal, at any time. In addition, trustees receive a portfolio valuation report, a performance report, a transaction schedule and an income and capital statement at the end of each quarter.

For more information, please read our charities brochure.

If you would like to get in touch with our charities team, we would love to hear from you. 

Email: charities@brooksmacdonald.com
London office: 020 7499 6424
Edinburgh office: 0131 240 3900

 

Sponsorship and community

Charitable giving is deeply embedded in the culture of Brooks Macdonald. In 2011 we established the Brooks Macdonald Foundation, which has donated a substantial amount to over 100 different charities. We also host a number of events each year in support of local charities, find out more.

Key contacts

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.

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.

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.

Kevin Addison

Head of Funds Distribution, Funds, London

Kevin joined Brooks Macdonald as Head of Funds Distribution in 2014 and spearheads the funds sales team and the core development of our range of investment funds and funds strategy throughout the UK. 

Prior to joining Brooks Macdonald, Kevin worked at SEI Investments Company, where he held the position of managing director and was head of UK and European asset management distribution. He has over 25 years’ experience in the financial services industry, having also held senior positions at Scottish Widows Investment Partnership and Gartmore Fund Managers. 

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.

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.

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.

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).  

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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

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