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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

Multi-Asset Funds

Our multi-asset fund range, provided by IFSL, consists of four risk-managed multi-asset funds. The range is available to clients with as little as £1,000 to invest via their adviser.

Defensive Income Fund
Objective: To generate income over the long term through exposure to a defensive mix of assets.
How? It primarily invests in collective investment schemes with substantial exposure to fixed income and other defensive assets, as well as exposure to UK and international equities.
Risk level: Low
Cautious Growth Fund
Objective: To provide income and capital growth over the long term through exposure to a conservative mix of asset classes.
How? It primarily invests in collective investment schemes with UK and international equity and fixed income exposure.
Risk level: Low/Medium
Balanced Fund
Objective: To provide income and capital growth over the long term through a diverse range of asset classes.
How? It primarily invests in collective investment schemes with significant UK and international equity exposure, as well as fixed income and alternatives.
Risk level: Medium
Strategic Growth Fund
Objective: To generate capital growth over the long term, largely through investment in global equity markets.
How? It primarily invests in collective investment schemes with significant exposure to UK and international equities, as well as holding some exposure to fixed income and defensive assets, such as preference shares and convertible bonds.
Risk level: Medium/High

Key contacts

Martin Robinson

Chairman, Funds, London, Manchester

Martin joined Brooks Macdonald in 2010, is the chairman of our funds business and also the chairman of Braemar Estates.

Prior to joining Brooks Macdonald, Martin was chief executive officer at Henry Cooke Group plc and a director at Brown Shipley & Co Ltd. He has over 25 years’ experience in financial services.

Martin is a non-executive director of Braemar Group PCC Limited UK Agricultural Land Fund, a Channel Islands Stock Exchange listed open-ended investment company. He is also a non-executive director of Hambledon Vineyard Plc and of Plant Impact Plc.

Simon Wombwell

Director, London

Simon joined Brooks Macdonald as a non-executive director in 2002 and was appointed director of Brooks Macdonald’s funds business upon its launch in 2011. Simon is a member of our board, as well as being a member of the executive management committee.

Simon has spent his entire career in the financial services industry, his primary involvement has been in the development, sales and marketing of investment products.

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.

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. 

James Agar

Director, Head of Specialist Funds, Manchester

James joined Brooks Macdonald in 2008 and leads our Specialist Funds team. He also manages our Ground Rents Income Fund Plc, a Real Estate Investment Trust (REIT). James is the alternate director of Braemar Group PCC Limited.

Prior to joining Brooks Macdonald, James worked at Barclays Plc and Kaupthing Singer & Friedlander Limited. He has over 10 years’ experience in financial services.

James is an associate of the Royal Institute of Chartered Surveyors and has attended Harvard Business School.

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. 

 

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.

 

Simon Pinner

Discretionary Sales Director, Specialist Funds, London

Simon joined Brooks Macdonald in 2015 and he holds the position of Discretionary Sales Director, Specialist Funds. Simon is responsible for the promotion and distribution of our funds throughout the UK to the Discretionary market.

Prior to joining Brooks Macdonald, Simon worked at SEI Investments Company as a Sales Director. He has over 14 years’ experience in the financial services industry, having also worked at BNP Paribas Securities Services in Frankfurt and Paris, Gartmore Fund Managers and Scottish Widows Investment Partnership.

Linda McLaren

Business Development Director, London

Linda joined Brooks Macdonald in 2013 and promotes our range of funds and discretionary services internationally.

Prior to joining Brooks Macdonald, Linda worked at VAM Funds as a Business Development Manager responsible for building and maintaining broker relationships in Asia. Previously, she also held roles at Skandia and Standard Bank. Linda has over 16 years' experience in financial services. 

David Scammell

Sales Director, Investment Solutions, London

David joined Brooks Macdonald in 2014 and promotes and distributes our range of multi-asset investment solutions internationally.

Prior to joining Brooks Macdonald, David worked at Frontier Investment Management as a Senior Business Development Manager working internationally and at Friends Provident International in a range of business development roles. For several years he was based in Singapore and Kuala Lumpur. He has over 15 years' experience in financial services.

David holds the Diploma in Financial Planning, the Certificate in Private Client Investment Advice & Management (PCIAM) and is a Chartered Alternative Investment Analyst Association (CAIA) charter holder.

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.

 

Andrew Pope

Intermediary Sales Director, Specialist Funds, London

Andrew joined Brooks Macdonald in July 2015 and holds the position of Intermediary Sales Director on the Specialist Funds Team. Andrew is responsible for the promotion and distribution of our specialist funds via Intermediaries throughout the UK.

Prior to joining Brooks Macdonald, Andrew worked at Canada Life Investments as a Sales Manager. He has over 15 years’ experience in the financial services industry, having held similar roles at Prudential Plc, Gartmore Fund Managers and BNY Mellon Investment Management.

Jordan-Ross Olloe

Funds Distribution Specialist, London

Jordan joined Brooks Macdonald in 2015 and supports the funds distribution team in managing client relationships and introducing new business.

Prior to joining Brooks Macdonald, Jordan held internships at Twelve Capital Group, Beazley Group and Moody’s. He also completed his Financial Economics studies.

Jordan is studying for the Investment Management Certificate (IMC).

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.