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Brooks Macdonald is a trading name of Brooks Macdonald Group plc. which has been operating in various forms since 1991. As of January 2021, Brooks Macdonald has discretionary funds under management of £15.5 billion.
Brooks Macdonald now has twelve offices across the UK and the Channel Islands including London, East Anglia, Hampshire, Leamington Spa, Leeds, Manchester, Taunton, Tunbridge Wells, Scotland, Wales, Jersey and Guernsey.
The company is licensed and regulated by the Jersey Financial Services Commission. Registered in Jersey no: 106423. Registered office: 5 Anley Street, St Helier, Jersey, JE2 3QE.
Brooks Macdonald angle their international offering towards advisers, as opposed to marketing it directly to individual retail clients.
Brooks Macdonald services the international market from their Channel Islands base, working with professional advisers, trustees and private clients around the world.
Brooks Macdonald's offers two core discretionary investment management services, namely:
1. Bespoke Portfolio Service:
2. Managed Portfolio Service:
Brooks Macdonald's investment management process includes:
The International Managed Portfolio Service (International MPS) provides a choice of six actively managed portfolios, which include a range of investments that are suitable for a particular strategy.
It invests in vehicles such as offshore funds, open-ended investment companies (OEICs) and exchange-traded funds, across all asset classes, to create diversified portfolios that meet its risk criteria.
The service is open to investors with £25,000 or more to invest and is also available in euros and US dollars for €25,000 and $25,000.
Investors can gain access Brooks Macdonald's Discretionary Management Services for as little as £1,000 through their four risk-rated Multi-Asset Funds.
These funds are available in euros, US dollars and Singapore dollars for €1,000, $1,000 or S$1,000.
Brooks Macdonald's single-strategy investment solutions invest directly in traditional asset classes, such as bonds and equities, in order to meet key outcomes such as income generation or long-term capital growth.
Brooks Macdonald's Corporate Bond Strategy invests in a diversified portfolio of investment grade bonds to provide a balance of income, security and liquidity.
This strategy is targeted at investors looking for a regular income.
The strategy is available to investors with at least £500,000 to invest.
It is available in euros and US dollars.
Brooks Macdonald's Direct Equity Strategy is structured to try and provide growth through direct investment in high-quality stocks.
The strategy is available to investors with at least £250,000 to invest.
I was introduced to Brooks Macdonald via my IFA - it wasn't a name I was familiar with before - that's not to say it isn't a good company, just, not one I'd heard of.
I was fairly happy with my portfolio and it's general performance - but then I got a second opinion after googling around for more information about Brooks Macdonald in general.
The review from AES showed me the commission my adviser took and it's left a bit of a sour taste. Just upset that they were not transparent about it.
While Brooks Macdonald is a respected name, we believe that this is an expensive way to invest.
If you already have a Discretionary Managed Portfolio with Brooks Macdonald, and it is worth £250,000 or more, we strongly recommend you seek a Second Opinion to ensure you are on track to get and keep the life you want.