If you have any questions or would like to get in touch, submit a call back request and our team will contact you as soon as possible or call us on 020 7499 6424 or email us at [email protected]
Designed with you, managed by us
Brooks Macdonald Investment Solutions (BMIS) is our in-house specialist consulting team that works with you to create a centralised investment proposition built to cater for your clients and business needs.
A perfect investment mix
We design a range of investment solutions with an easy-to-understand narrative for you to present to your clients. The investments can range from blended fund-of-funds to a model portfolio services or multi-asset ranges.
Getting your branding right
You’re our valued partner, so we’ll create co-branded marketing and support materials to help you communicate investment messages to your clients to enhance the service and support you offer.
Expertise on demand
As a strategic partner you’ll always have access to our investment expertise and broader business support – whenever you need it.
Our team, your success
Our BMIS team works closely with you to formulate a proposition that delivers for your clients. Led by some of our most experienced investment professionals, our team specialises in B2B relationships and offers support and advice when you need it most.
Why partner with us?
The Brooks Macdonald Investment Solutions (BMIS) team will consult with you to understand your business needs and objectives. We’ll use that knowledge to build and manage optimal investment solutions, aiming to improve the efficiencies of your business processes.
You’ll always remain in control of your client relationship while we help you promote your proposition through expert marketing and sales support.
Andrew Rockey
Tom Ball
Nancy Delamere
For a Clearer Financial Future
For a Clearer Financial Future
Our Client Investing Guide gives investors an overview of the investment services available from Brooks Macdonald. It's designed to support investors make informed decisions when considering their financial futures.
Our insights
Where to start
Interested? Let’s talk
How can we help your clients reach their financial goals? Click the link below.
Get in touch
Call us on 020 7499 6424 or email us at [email protected]
