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Financial Advisers

Investing to reach your financial goals

Brooks Macdonald International is an experienced provider of investment management services and financial advice. From our Channel Islands and Isle of Man offices we offer a range of tailored, risk-managed multi-asset and single-strategy investment solutions for professional advisers, trustees and private clients around the world.

For our private clients, we also offer wider financial planning services around their wealth and investments, with a focus on pensions and structuring.

What we offer

Tailored strategies for your specific goals

We value the importance of a personalised service and work with you to understand your priorities to create suitable and tailored strategies for your goals.

Easy to access

You can access our solutions through various structures including pensions, trusts and insurance policies.

Leave the day-to-day to us

Delegate the day-to-day management of your investments to our experienced team through our discretionary service. Our experts react quickly to market conditions in line with your requirements so you can leave the decisions about which investments to hold, buy or sell to us.

Suitable for all experience levels

Our services are suitable for inexperienced or first-time investors and more experienced investors who simply don’t wish to manage their own investments.

Our investment solutions

We provide a range of risk-managed multi-asset and single-strategy investment solutions including:

  • Managed portfolios
  • Bespoke portfolios
  • Direct security models and funds
  • GBP, USD and EUR currency options for all solutions

 

Getting started

Interested? Let’s talk

If you’d like to learn how we can help you and your clients plan for the future they desire, click the button below and a member of our team will be back in touch to arrange a free consultation.

For more information

Advisers: Working with you to create solutions that complement your services, support your business, and meet your clients’ needs.
Trustees: Personalised services for trustees designed specifically to support your business and meet clients’ needs.
 

Useful links

Our people

Meet our dedicated and experienced team of wealth management professionals. 

How we can help you

Discover how we can support you and your clients through our comprehensive range of wealth management solutions.

Our services

Find out about our range of financial planning and investment management services.