Our Edinburgh office opened in 2009 and offers investment management services to professional advisers, independent financial advisers (IFAs), charities and individual investors throughout Scotland and Northern Ireland.
Operating as a local team, but within the wider investment management framework of Brooks Macdonald, we work closely with professional advisers and clients to build a solution that meets the clients’ investment objectives.
We are committed to delivering a first class, localised service, as reflected by the Edinburgh office winning the Citywire Regional Stars Award for the Scotland and Northern Ireland region in 2016, for the third time.
Our Investment Managers follow a centralised process to ensure that the principles of our investment philosophy are reflected in all client portfolios, across all of our offices. We provide a range of investment services including:
- Bespoke Portfolio Service (BPS);
- Alternative Investment Management (AIM) Portfolio Service;
- Managed Portfolio Service (MPS); and
- Multi-Asset Funds (MAF).
Supporting the community
We strongly believe in giving back to our local community and are proud supporters of a number of local causes.
We have sponsored a number of local youth sports teams such as The Spartans Community Football Academy, Kinross Rugby Football Club, Linlithgow Rose Community Football Club, Glenmarnock Hawks Cycling Club and the annual Scottish Schools sailing competition, the Brown Cup.