Brooks Macdonald

Spear’s Review

Headquartered in London but with 14 offices around the UK and in Guernsey, the Isle of Man and Jersey, wealth manager Brooks Macdonald offers discretionary investment management, financial planning and fund management services for HNW individuals, trusts, charities, pension funds and institutions. 

The firm, which was founded in 1991, has managed more than £18 billion in client assets. Its investment solutions include bespoke and managed portfolio services, decumulation services, and responsible investment and multi-asset fund ranges – with the team of over 60 investment managers on hand to also consider the tax implications of clients’ investments. 

Over the last 15 years, Brooks Macdonald has actively acquired a range of fund managers and financial advisers, and more recently sold its international arm, refocusing on its financial advice business and its UK operations.