Our Leamington Spa office opened in 2013 to provide investment management services in Birmingham and throughout the Midlands.
Operating as a local team, but within the wider investment 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 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 strongly believe in giving back to our local community and are proud supporters of a variety of local events and charitable causes.
We have sponsored a number of athletes, including the up-and-coming alpine skier Darcie Mead, and George Smith and Tommy Taylor of Wasps Rugby Football Club. We also sponsor a range of local school sports teams, providing kits and equipment for their use. Currently, these schools include The King’s School, Grantham, Solihull School, King Henry VIII (Coventry) and The Kingsley School (Leamington Spa).