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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

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. The service is available to clients, via a professional adviser, with at least £20,000 to invest.

MPS portfolios are managed by a dedicated team of experienced investment managers, in line with our centralised investment process. This structure allows clients to benefit from our award-winning investment management capabilities.

MPS portfolios can be held within a variety of tax wrappers and income withdrawals can be made monthly, quarterly or annually.

Accessing MPS

Our MPS is only available to clients through professional advisers authorised to give financial advice. You can access our MPS either directly or via the platforms set out here.

Important Information

This service is provided by Brooks Macdonald Asset Management Limited.

Download full terms and conditions

Key contacts

Jonathan Webster-Smith

Director, Head of Multi-Asset team, London

Jonathan joined Brooks Macdonald in 2001 and is the lead manager of our Managed Portfolio Service and Multi-Asset Fund range. He is also a member of our asset allocation committee.

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

Jonathan sits on our fixed interest research team.

Jim Mackie

Investment Director, Multi-Asset team, London

Jim joined Brooks Macdonald in 2014 and co-manages the Managed Portfolio Service and Multi-Asset Fund range.

Prior to joining Brooks Macdonald, Jim worked at Vestra Wealth, Laing & Cruickshank and UBS Wealth Management. He has over 15 years’ experience in financial services.

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

Jim sits on our UK stocks, European stocks, and Far East and emerging markets research teams.

 

Mark Shields

Investment Director, Multi-Asset team, London

Mark joined Brooks Macdonald in 2007 and co-manages the Managed Portfolio Service and Multi-Asset Fund range.

Prior to joining Brooks Macdonald, Mark worked at Private Equity Intelligence for a year. He has over 10 years’ experience in financial services.

Mark holds the Investment Management Certificate (IMC).

Mark heads up our UK funds research team. 

 

Frank Atkins

Investment Manager, Multi-Asset team, London

Frank joined Brooks Macdonald in 2010 and assists in the management of our Managed Portfolio Service and Multi-Asset Fund range. This includes acting as a secondary dealer and providing analysis of performance data and market research.

Prior to joining Brooks Macdonald, Frank worked at Barclays Wealth. He has over 10 years’ experience in financial services.

Frank holds the Investment Management Certificate (IMC).

Franks sits on our international stocks, and Far East and emerging markets research teams.

 

Alex Chittenden

Trainee Investment Manager

Alex joined Brooks Macdonald in 2011 and assists with the management of our Multi-Asset Fund range. This includes acting as a secondary dealer and providing market research.

Prior to joining Brooks Macdonald, Alex worked for Martin Place Securities (Sydney) as a Corporate Administrator. He has worked in financial services since 2009.

Alex sits on our North American and structured returns research teams.

 

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.