Director of Strategic Partnerships
Simon Taylor
London
Brooks Macdonald Strategic Partnership (BMSP)
Our Strategic Partnerships approach
Our Strategic Partnership approach goes beyond traditional outsourced investment management
- Accelerating consolidation in UK advice sector
- Increasing regulatory expectations
- Margin pressure and need for scale
- Shift toward professionalised operating models
We work with partner firms to help build scalable client propositions, enhance governance and operational sophistication, support acquisition readiness and improve long‑term enterprise value.
The UK advice sector is entering a period of accelerating structural change. Firms face increasing consolidation pressure, rising regulatory expectations, margin compression and the growing need for scalable operating models.
Ambitious firms are seeking partners who can help them professionalise, strengthen their propositions and prepare for the next phase of growth.
What we deliver
Growth & acquisition readiness
Supporting firms in developing centralised investment propositions, improving client segmentation, enhancing profitability frameworks and preparing for acquisition opportunities — including due diligence readiness and integration planning.
Marketing strength & client engagement
Collaborative support on client communications, retirement and decumulation thought leadership, seminar content and client proposition articulation — enabling a more differentiated and engaging client experience.
Technology & operational efficiency
Supporting improvements in centralised investment processes, reporting frameworks, governance workflows and investment analytics tools — helping advisers spend more time on client relationships and growth.
Succession planning & long‑term sustainability
Strategic input to help founders considering ownership transition professionalise reporting, strengthen recurring revenue visibility and build sustainable operating models ahead of succession or structural change.
Investment excellence at the core
Partners benefit from Brooks Macdonald's discretionary expertise — disciplined asset allocation, risk‑managed portfolios, specialist retirement income solutions and transparent governance oversight.
Enterprise value & capital alignment
Structured partnership models and potential minority capital solutions create long‑term equity alignment, supporting firms in maximising sustainable enterprise value.
Why partner with Brooks Macdonald
Trusted
- Independent and financially strong.
- 35 years of experience helping advisers navigate the market and regulation.
Partners
- Diverse product range with solutions to align to business models and client needs.
- Committed to removing burdens and delivering the best client outcomes.
Investment Expertise
- Supporting due diligence with a rigorous Centralised Investment Proposition.
- Leveraging the expertise of 60+ investment professionals.
- Focusing on outperformance.
We partner with you - partnership outcomes
Improved acquisition readiness
Stronger due diligence positioning, integration capability and business resilience ahead of deal activity.
Greater operational efficiency
Centralised investment processes and governance workflows free adviser capacity for client relationships.
Governance and Consumer Duty confidence
Enhanced reporting frameworks and oversight models reduce regulatory risk across the firm.
Enhanced recurring revenue visibility
Deeper client proposition clarity and asset persistence improves revenue quality and predictability.
Stronger adviser recruitment
A differentiated and credible investment proposition helps attract quality advisers to your business.
Meet our team
Group Strategy and Corporate Development Officer
Josh Lewsey
London
Get in touch
Call us on: 02076593494
or email us at: [email protected]