We opened our York office in 2012 to provide investment management services to professional advisers and their clients in and around York, Nottingham, Lincoln, Sheffield, Leeds and Newcastle.
Operating as a local team, but within the wider investment framework of Brooks Macdonald, we work closely with our 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 number of local events and charitable causes.
We currently sponsor Easingwold Ladies Football Club, and have previously sponsored the Newcastle Falcons Rugby Club and the Senior Colts team at Pocklington Rugby Club.
We are also a member of York Cares, a partnership of the city’s leading employers that is committed to improving York through employee volunteering. Since becoming a member we have taken part in a range of community projects such as “big builds” and reading classes in primary schools.