Brooks Macdonald

Spear’s Review

Headquartered in London but with offices throughout Scotland, England and Wales, wealth and investment manager Brooks Macdonald offers outsourced investment management for financial advisers and, via Brooks Financial, integrated wealth management for HNW private clients.

The firm, which was founded in 1991, managed more than £20 billion in client assets as of February 2026. Its investment solutions include bespoke and managed portfolio services, an AIM portfolio service and multi-asset fund ranges – with a team of over 60 investment managers feeding into a centralised investment process.

Brooks Financial brings together the financial planning businesses Brooks Macdonald has acquired over recent years. Its offering includes wealth planning, investment advisory, insurance solutions and specific services focused on sports professionals, as well as individuals, trustees and professionals in the personal injury and Court of Protection space.