Individuals and families
You've worked hard to build financial security. We help you protect it, grow it and plan for whatever comes next.
Investment management
Expert discretionary investment management, built around your goals.
For a clearer financial future
We provide discretionary investment management to private individuals, trusts, charities and pension funds across the UK.
Our experienced investment managers build and maintain a portfolio tailored specifically to your goals, risk profile and time horizon, with rigorous oversight and transparent fees throughout.
Whether you are new to investing and want access to expert professional management, or an experienced investor who prefers to delegate day-to-day decisions to a trusted team, we are here to help.
Who we help
We provide tailored advice and support, built around your goals, today and for the future.
Business owners and entrepreneurs
From building your business to planning your exit, we provide expert financial planning that works as hard as you.
Charities and trustees
Specialist investment management and financial planning to help charities and trustees invest with confidence.
Sports professionals
Expert financial planning and insurance to protect your earnings and build lasting security.
Professional advisers
Integrated wealth management services for accountants, solicitors and professional advisers.
Our investment approach
There are 3 core elements that inform our investment approach:
1. Your investment profile
We start by establishing your objectives, risk profile and time horizon. These three factors shape every decision we make, whether you want to protect your wealth, grow it, generate income or a combination of all three.
2. Research-led decisions
Our Investment Committee sets the rules, philosophy and approach. The Asset Allocation Committee provides house-view guidance on asset weightings, while our Asset Selection Committee maintains and approved buy list.
3. Rigorous risk management
Our Risk Monitoring System provides real-time daily oversight across every client portfolio, tracking volatility, benchmark tracking error, sector exposure and concentration risk.
Ready to start investing with confidence?
Why choose Brooks Macdonald
Dedicated support
You will have a dedicated investment manager who will work closely with you to understand your financial background and investment goals and is on hand whenever you need them. We monitor and adapt your portfolio on an ongoing basis to ensure it continues to suit your financial objectives should circumstances change. Our investment managers are backed up by our research team and financial planning colleagues, ensuring we have the right solution for your situation.
Performance
Brooks Macdonald is committed to delivering strong and consistent investment performance. Our award-winning solutions are underpinned by excellent client service and designed to be tailored to individual client's requirements such as tax management, retirement, succession planning and wealth goals.
Research-led investment
Your investment manager will construct your portfolio by drawing on the expertise of our Asset Allocation Committee, Investment Committee and specialist research teams. Investment and fund managers draw on their CIP recommendations to ensure portfolios are adequately diversified and investment risk is appropriately managed, providing a consistent investment strategy, regardless of manager, location or solution.
Rigorous risk management
Risk management is central to everything we do. We have a sophisticated risk monitoring system to make sure your portfolio remains suitable for your investment profile at all times — with daily checks and ongoing oversight built in as standard. We will always take the necessary steps to make sure your portfolio stays within the limits of your agreed risk profile.
Meet our experienced team
Senior Investment Director - Investment Team Head
Rachael Marsden
Leeds
Are you a financial adviser?
We partner with advisers to deliver expert investment management for your clients, so you can focus on what you do best.
Your questions answered
Can’t find what you need here? Our FAQs may provide the answer to your queries.
Investing money makes it work harder than cash savings. It also helps to counter the effects of inflation which could reduce the buying power of your money over time as the cost of living increases. You can also think about how to invest money in ways that will support particular passions and causes you feel strongly about, such as the environment or the arts.
We are discretionary investment managers. This means that, with your permission, we’ll make investment decisions on your behalf. We’ll buy and sell holdings in your portfolio in line with how much risk you’re prepared to take and with the objective of making a return. Using discretionary investment managers like us gives you reassurance that your portfolio is constantly monitored by qualified professionals.
Tax-efficient investing covers the many ways you can use your annual tax allowances and tax-efficient vehicles like ISAs and pensions to make sure you’re not paying more tax than you need to. This can have a significant impact on your long-term returns.
We can help with both the tax planning and investment side of receiving an inheritance. We’ll take the time to understand what you might wish to do with your inheritance, both immediately and for the long term.
A pension is an invested pot of money built up over time to provide you with income in later life. Tax relief is available on the cash you pay in, making pensions a very efficient way of saving for retirement. Any growth on your investments is tax free and you can also withdraw a tax-free lump sum when you’re 55. Pensions can be complex - it’s our job to explain your options.
As a general rule of thumb, it’s usually better to pay off your debts before you start investing. By paying off any debt, you eliminate the drain on your finances that is lost to high interest rates. A financial adviser can discuss the best approach for you, taking into account your financial goals, your plan, interest-rate expectations and returns from your investments. Our team of financial advisers can work with you to form an approach.
Our insights
Important information
Brooks Macdonald does not provide tax advice and independent professional advice should be sought. Tax treatment depends on individual circumstances and may be subject to change in the future.
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]