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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

News

March 2017

Brooks Macdonald expands into Wales
Brooks Macdonald today announces plans for the opening of a new office in Wales this summer. This will be the Group’s thirteenth office across the UK and Channel Islands and although the exact...
Brooks Macdonald wins two Regional Star awards
We are delighted to announce that Brooks Macdonald has again had a successful year at the Citywire Wealth Manager Regional Star Awards, winning in the following two regions: • Midlands &ndash...

February 2017

Defensive Capital Fund awarded Elite Rating by FundCalibre
We are delighted to announce that Defensive Capital Fund (DCF) has been awarded an Elite Rating by FundCalibre. The Elite Rating is only awarded to the top investment funds after comprehensive...
Defensive Capital Fund awarded five crowns by Financial...
We are delighted to announce that Defensive Capital Fund (DCF) has been awarded five crowns by Financial Express (FE) Crown Fund Ratings. The FE Crown Fund Ratings are a quantitative measure and cover...
Brooks Macdonald signs leading sponsorship agreement with...
The Manchester office of investment management firm Brooks Macdonald today announces that it has signed a leading sponsorship agreement with Manchester-based charity The Christie. Through this...
Brewin Dolphin, Brooks Macdonald, Investec Wealth &...
Five of the UK’s leading providers of discretionary fund management (DFMs) – Brewin Dolphin, Brooks Macdonald, Investec Wealth & Investment, Quilter Cheviot and Rathbones – today...

January 2017

The Brooks Macdonald and Two Ridings Community Foundation...
Over 130 guests attended an inaugural charity ball, held at The Principal York in the heart of York on Friday 20 January 2017, to raise funds on behalf of The Arts for Change Fund which supports...
Brooks Macdonald – Title sponsor of the Chiddingstone Castle...
The Tunbridge Wells office of investment management firm Brooks Macdonald is proud to announce its title sponsorship of the Chiddingstone Castle Literary Festival 2017, taking place in Chiddingstone...

December 2016

Brooks Macdonald Hampshire launches Rucksack Project
This month our Hampshire office launched the ‘Brooks Macdonald Rucksack Project’ in aid of two local homeless charities - The Lifehouse in Portsmouth and The Society of St James in Southampton. The...

November 2016

Gold Standard 2016
We are delighted to announce that we have again been awarded the prestigious Gold Standard for discretionary fund management. The Gold Standard awards are designed to identify financial services...
Brooks Macdonald forms first international strategic...
Brooks Macdonald today announces that it has entered into its first international strategic alliance with Abacus Financial Consultants (‘Abacus’), a leading independent financial advisory...
Brooks Macdonald sponsors Leeds International Film Festival...
  Brooks Macdonald is a proud leading partner at this year's Leeds International Film Festival (LIFF) running from 3-17 November. In its 30th year, LIFF is a leading, annual cultural event and...

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.