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]
Brooks Macdonald Investment Solutions (BMIS)
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.
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.
Expertise on demand
As a strategic partner you’ll always have access to our investment expertise and broader business support – whenever you need it.
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.
Discover how we partner with you to aim for positive outcomes for your clients
Our team, your success
Our Brooks Macdonald Investment Solutions (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 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.
Discover more about our approach to investing
Meet our experienced team
Factsheets and documents
You'll find our detailed guides, factsheets, application forms and reports here.
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
How to start your investment journey with Brooks Macdonald
Request a callback
If you’d like to learn how we can help plan for the future you would want, click the button below and a member of our team will be back in touch to arrange a free consultation.
Contact us
Call us on 020 7499 6424
or email us at: [email protected]