Financial Advisers
Every one of our investment solutions exists to help advisers overcome or satisfy a varying range of objectives. Together, our wide range of solutions not only helps you as an adviser satisfy the expectations of the Consumer Duty but also enable you to take a client through their future life’s journey and adjust the intended investment outcome whilst still retaining Brooks Macdonald as your chosen investment partner. We’re in it for the long-haul with you and your clients.
Your partner in Wealth Management
Brooks Macdonald emerged from the origins of once being a financial advice business and has well understood the challenges facing advisers since our formation in 1991. The needs of the adviser are as much at the forefront of our thinking, as the needs of the underlying client and investor.
Our range of propositions is one of the most diverse in the industry but importantly has been built to perfectly work alongside the role of the financial adviser and facilitate us being your investment partner in delivering the best outcomes for your clients.
Our experience of working with advisers across a wide proposition range, means that we understand the importance you place on our ability to deliver consistent outcomes to your clients. Our proposition and core range of solutions are supported by our centralised investment process and the 60+ investment professionals who feed into this.
Our investment propositions
Multi-Asset fund solutions
Globally diversified funds offering active and passive investment management solutions, designed to suit a variety of risk profiles and life stages. Combines cost-efficiency with flexibility, making them an excellent foundation for client portfolios.
AIM Portfolio Service
Our Alternative Investment Market (AIM) Portfolio Service provides a tax-efficient investment opportunity through portfolios of AIM listed companies. Tailored to meet your clients’ inheritance tax (IHT) planning needs while offering long-term growth potential.
Managed Portfolio Service (MPS)
A selection of diversified, risk-targeted portfolios that provide efficient, scalable solutions. Available across multiple platforms, our MPS ensures consistent performance and seamless integration with your existing systems.
Bespoke Portfolio Service (BPS)
Tailored portfolios for clients with complex needs, managed by dedicated investment professionals. Adapts to your clients’ evolving goals, offering solutions for everything from wealth preservation to decumulation.
Brooks Macdonald Strategic Partnerships (BMSP)
Our in-house specialist consulting team. We work with you to create a centralised investment proposition tailored to your business goals and client needs, allowing you to spend more time advising clients and building your business.
Explore our funds
Our experts invest across multiple asset classes to optimise the balance of risk and return. We offer a choice of active and passive multi-asset funds managed to a wide range of risk levels and mapped to popular risk models.
Cornelian Risk Managed Funds
Our unconstrained risk-managed fund range offers multi-asset investment solutions designed to meet your client’s goals and attitudes to risk. It consists of active and passive funds, which target a net total return above the Retail Price Index (RPI) over five to seven years.
Blueprint Multi-Asset Funds
The Blueprint Multi-Asset Fund (MAF) range is actively managed to four specific levels of equity risk, catering to a range of investment objectives. These levels act as a foundation for achieving investment goals based on appetite for risk.
Factsheets
You'll find all our factsheets here.
Documents
You'll find our detailed guides, application forms and reports here.
Adviser testimonials
The Brooks Macdonald difference
We understand that your relationships with your clients are invaluable and that you are looking for a trusted partner to provide investment services which deliver value for them.
Focus on financial goals
We combine experience, innovation and transparency to help your clients achieve their financial goals.
Strength of diversification
We offer a range of diversified investment solutions to meet your clients’ varying needs throughout their investment journey. From managed portfolio services and funds to bespoke portfolio management, our broad investment proposition is underpinned by our unique Centralised Investment Proposition (CIP).
Transparent outcomes
You and your clients are looking for transparency. That’s why you’ll be able to see what we invest in and how it could benefit your client.
Experience pays off
We have worked in partnership with financial advisers since 1991. Today, investment experts are dedicated to going the extra mile to craft investment solutions to help your clients invest for the futures they want.
Power of partnership
By partnering with us, you can leverage the investment expertise of our team and focus your time on the important task of advising your clients.
Discover how we partner with you to aim for positive outcomes for your clients
Our approach to investing
Our Centralised Investment Proposition (CIP) is at the core of all of our diversified investment solutions. It creates a wide range of investment solutions – diversified across asset classes, sectors, investment products and geographies – for your clients’ differing needs and risk appetites.
Our CIP brings together the expertise of Brooks Macdonald’s asset allocation committee, investment committee and asset selection committee to deliver a cohesive, proven strategy. We choose this method because it:
- Consistently reflects the broad diversification principles of our investment philosophy across all our investment solutions.
- Generates well-informed strategic ideas and uses them as widely as possible.
- Provides clients with access to some leading investments through a single solution.
- Delivers strong risk-adjusted returns for advisers and their clients.
The importance of robust research
Extensive research is key to the selection of best-in-class investment products to construct our diversified investment solutions.
Here’s how the process works:
To meet the varying needs and risk appetites of clients, we construct solutions diversified across a range of geographic regions, sectors and asset classes, combining different investment solutions and vehicles into a single fund or portfolio.
Once the Asset Allocation Committee has set the house view, it’s passed to our sector research teams. With oversight and peer review from our Asset Selection Committee, the ideas generated by the sector teams drive the ‘buy list’. Each investment is then vetted by the investment committee before being added to the buy list. The result is a substantial buy list of well-researched investments for our investment managers to use when constructing portfolios. The buy list is reviewed on an on-going basis to ensure that it’s made up of our best ideas for all market environments.
Our Asset Allocation Committee meets frequently to determine our ‘house view’ but it doesn’t stop there. We use external research to challenge our decisions and thinking. This outside scrutiny is vital. Our CIP is constructed around the views and opinions of many investment professionals, and we strive to avoid group think, but ultimately form a house view whilst maintaining open minds and a dynamic approach to changing circumstances.
Our investment rules, set by our executive level investment committee, have been designed to operate within the harshest conditions and are applied to all our investment solutions. The rules are key to our risk management framework which ensures daily checks and balances for deviations from expected volatility, asset allocation, buy list and concentration limits.
Our Executive Committee
Meet our experienced team
Learn more about Brooks Macdonald
What's in it for you
We understand you expect the best for your clients. That’s why our in-house research teams and investment experts form the backbone of our Centralised Investment Proposition (CIP). We aim to generate transparent and consistent performance outcomes and provide high-quality investment solutions that aim to meet your client's goals long into the future with exceptional levels of service.
Our insights
Start your journey with Brooks Macdonald
Request a callback
We'll reach out to learn about your circumstances, goals and financial needs. Use the link below to request a no-obligation conversation.
Contact us
Call us on: 020 7499 6424
or email us at: [email protected]