Our Hampshire office opened in 2005 to provide investment management services throughout Hampshire, Dorset, Wiltshire, Berkshire and West Sussex.
Operating as a local team, but within the wider investment management framework of Brooks Macdonald, we work closely with clients’ professional advisers, such as independent financial advisers (IFAs), accountants, solicitors or trustees to build a solution that meets the clients’ investment objectives.
We are committed to delivering a first class, localised service, as reflected by the Hampshire office winning the Citywire Regional Stars Award for Wealth Managers in the South East in 2013, 2015, 2016 and being shortlisted in 2014.
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).
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.
Supporting the community
We currently sponsor Wokingham and Bashley Cricket Clubs and Trojans Junior Hockey Section. We have also previously sponsored Warsash Sailing Club, including the Warsash Spring Cup.
In addition, we have sponsored a number of local school and college sports teams, including Wykeham House School and Peter Symonds College.