Company intelligence
Brooks Macdonald
Provider of investment management services. Follow for investment insights & market updates for advisers & paraplanners.
About Brooks Macdonald
At Brooks Macdonald, our aim is to enhance our clients’ wealth through the provision of our investment solutions. We seek to build trusting relationships founded on the professionalism of our people, who are selected for their ability to relate to clients, analytical skills, outlook and drive. Our employees have allowed us to instil a culture that supports consistency in every aspect of our business. Together with our transparent investment process, this allows us to partner with professional advisers to complement their services and benefit our mutual clients. These include private investors, trusts, charities, pension funds and institutions. Investing carries risk. Investment means that your capital is at risk and that there is no certainty that you will receive your capital back or that a positive return on your investment will be made. Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain. Investment may not be suitable for everybody and potential investors should take their own independent advice.
Verified activity
Signals from Brooks Macdonald
8 published signals
People
Brooks Macdonald appointed Victoria Stubbs as Chief Risk Officer, replacing Jared Harris as Interim Chief Risk Officer effective 30 September.
Reported by Brooks Macdonald
Presence & Recognition
Brooks Macdonald Louie Butlin Dan Clarke received the Player of the Year award for Jake Connor.
Reported by Rachael Marsden
Presence & Recognition
Brooks Macdonald CEO Andrea Montague and CFO Katherine Jones attended a meeting in Edinburgh with valued investors to discuss progress on the strategy to Reignite Growth and future focus.
Reported by Brooks Macdonald
Presence & Recognition
Brooks Macdonald's Edinburgh team attended the Scone Palace International Horse Trials for a few days of equestrian sport.
Reported by Brooks Macdonald
Partnerships
Brooks Macdonald announced a new partnership, shared investment insights, welcomed new colleagues to the business, and continued to engage with students, advisers, and industry professionals across the UK.
Reported by Brooks Macdonald
Presence & Recognition
Brooks Macdonald hosted its first private Ladies Reformer Pilates class and networking event called Portfolios & Pilates for advisers and professional connections across the industry.
Reported by Natasha Crosby
Capital & Finance
Brooks Macdonald released its FY 26 financial results, including a £600 million turnaround in net flows, a 35% increase in PMPS FUM, a 9% growth in BPS FUM, a 3% lower cost on a comparable basis, and a 25% share of revenue and a 10% growth on a like for like basis.
Reported by Brooks Macdonald
Capital & Finance
Brooks Macdonald confirmed its medium term commitment to 5% annualised net flows and less than 5% annualised cost growth.
Reported by Brooks Macdonald