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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

Jersey

Jersey

Our offices in Jersey and Guernsey opened in 2012 to deliver our investment management and wealth planning services to international clients.

Operating as a local team, but within the wider investment management framework of Brooks Macdonald, we work closely professional advisers, trustees and private clients around the world.

We are one of the largest independent investment managers in the Channel Islands and we have won a number of awards recognising our commitment to providing a first class service and investment management performance. Most recently we were awarded ‘Best International Discretionary Fund Manager’ at the 2016 International Fund and Product Awards for the second year in a row.

Investment solutions

We provide a range of risk-managed multi-asset and single-strategy investment solutions, designed to help our clients meet their objectives. Our solutions are flexible, allowing clients to invest in their preferred currency and through a range of structures.

Our multi-asset investment solutions include:

  • International Bespoke Portfolio Service (International BPS),
  • International Managed Portfolio Service (MPS)
  • Multi-Asset Funds (MAF)

Our single-strategy investment solutions include:

  • Corporate Bond Strategy
  • Direct Equity Strategy

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 strongly believe in giving back to our local community and are proud supporters of a number of local events and charitable causes.

We currently sponsor the Cancer Research UK Jersey Golf Tournament and the biennial Bloodwise charity golf day, which has raised approximately £100,000 over the past six years.

Choose an office:

020 7499 6424

72 Welbeck Street
London
W1G 0AY

0131 240 3900

10 Melville Crescent
Edinburgh,
EH3 7LU

+441481 815 555

1st Floor Royal Chambers,
St Julian’s Avenue, St. Peter Port, Guernsey
GY1 2HH

01329 552 111

The Long Barn, Dean Estate
Wickham Road, Fareham
PO17 5BN

+441534 715 555

First Floor Liberation House
Castle Street, St. Helier, Jersey
JE2 3AT

01926 351 051

36 Hamilton Terrace
Leamington Spa,
CV32 4LY

01618 614 110

10th Floor, No 1 Marsden Street
Manchester
M2 1HW

01823 217 084

4 Heron Gate
Hankridge Way, Taunton
TA1 2LR

01892 554 900

2 Mount Ephraim Road
Tunbridge Wells Kent
TN1 1EE

01904 234 820

Howard House
3 St Mary’s Court,
Blossom Street, York, YO24 1AH

Events and Sponsorship

Jersey
Bloodwise Charity Golf Day

The Golf Day on Jersey has raised approximately £100,000 over the past six years. Please let us know if you would like to take part in the next golf day in September.

Jersey
Cancer Research UK Jersey Golf Tournament

The annual competition, now in its sixteenth year, is a tournament made up of teams of local business people and raises money to fund work at the Cancer Research Centre in Southampton.

Local News

Latest insights

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.