Brooks Macdonald is committed to working closely with professional advisers and since inception 83% of our funds under management have been introduced via these relationships. For our managed portfolio service, 100% of funds are introduced by professional advisers. This means that we understand the nature of your business and have total respect for the special relationship that exists between you and your clients. We involve you in all of our dealings with your clients. Everything we do is geared towards helping you provide a rounded financial planning service to your clients with you as the fulcrum of the relationship.
Bespoke portfolios for your clients.
Managed portfolio service.
NAVIGATING THE MARKETS.
Brooks Macdonald was originally formed with the desire to “do things differently”, an ethos that continues to influence the way we do business today. We aim to build robust, personable relationships and deliver a high level of service to partners and clients, in the UK and internationally.
We are dedicated to the highest professional standards and believe in acting with honesty, fairness and clarity in everything we do. Our team strive to conduct business in the best possible way, creating solutions that consistently meet our clients’ needs in an increasingly complex world.
OUR INVESTMENT SERVICES
At Brooks Macdonald, our aim is to enhance our clients’ wealth through the provision of our risk-managed 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, as well as their analytical skills, outlook and drive. As many of our investment managers have been through our trainee programme, we have been able to instill a culture that supports stability and promotes our reliability.
Together with our transparent investment process, our approach allows us to partner with professional advisers, thereby complementing their services and benefiting our mutual clients. Our clients include private investors, trusts, charities, pension funds and institutions.
All of our services are managed on a discretionary basis and it is our belief that investments should be actively managed. Our investment managers constantly review all of the components of each portfolio to ensure they remain aligned to their risk profile and performance benchmark.
A fork in the road: Brooks Macdonald Asset Allocation Outlook
Our half-yearly global asset allocation outlook details our views on the many asset classes in which we invest, including equities, bonds, alternatives and currencies. Downloading this material will give you a taste of our approach and latest investment thinking.
We are heavy users of technology, in particular back-office software from Avelo. My agreement with any discretionary fund managers was that for us to use them, they would have to integrate with Avelo so we would need a daily feed into Avelo.
Brooks Macdonald was very accommodating and said that if that’s what we needed, they would make it happen for us.JOHN DAVISON
OUR RANGE OF INVESTMENT SOLUTIONS
BESPOKE PORTFOLIO SERVICE
Our Bespoke Portfolio Service (BPS) is designed for clients who want an individual investment portfolio constructed to meet their specific requirements.
We maintain a detailed knowledge of our clients’ investment requirements at all times. This allows our investment managers to construct focused, efficient portfolios on their behalf, to facilitate the delivery of risk-adjusted investment returns appropriate to their needs.
BPS portfolios are managed by dedicated investment managers operating within teams. Each team is led by a Senior Investment Director and supported by our investment and asset allocation committees.
Our BPS portfolios are run in line with our centralised investment process.
MANAGED PORTFOLIO SERVICE
Our Managed Portfolio Service (MPS) is available to investors with £20,000 or more to invest, and only available through professional advisers.
The MPS provides a choice of investment into a number of risk-managed model portfolios, each investing in an array of different assets (unit trusts, OEICs, investment trusts, exchange traded funds, structured products and cash). Each model portfolio is designed to achieve specific investment objectives within a specific risk profile. Our MPS models can also be managed within a variety of tax wrappers, which include offshore bonds and SIPPs.
MPS portfolios are managed by a dedicated team of investment managers, supported by our investment and asset allocation committees, and apply our centralised investment process.
Our Multi-Asset Fund (MAF) range (provided by Investment Fund Services Limited) allows investors to gain access to our discretionary management expertise and proven centralised investment process through a pooled fund solution, otherwise known as a collective investment scheme.
By differing their levels of equity exposure, our range of four risk-managed multi-asset funds caters for both investors seeking capital growth and more cautious investors looking to generate income while preserving their capital.
Each MAF has a set investment objective and holds a variety of investments that are actively managed to take advantage of market opportunities as they arise. They are available directly or through a number of platforms.
MEET THE BROOKS MACDONALD TEAM
Director, Business Development
t. 0207 408 5590
Andrew is responsible for managing business development operations at Brooks Macdonald. He sits on the board, having joined the firm in 2005 to spearhead the promotion of our discretionary proposition to the professional adviser community.
Prior to joining Brooks Macdonald, Andrew worked at both Morgan Stanley Quilter and Barclays Unicorn as an intermediary sales manager. He has over 25 years’ experience working within the financial services profession.
Head of Telephone Account Management
t. 0207 659 3483
Robert looks after the telephone account management team (TAM), created to assist the 16 regional Business Development Managers supporting the UK professional adviser market.
Robert previously worked at an investment house as an intermediary sales executive and began his career over 10 years ago as a private client stockbroker, specialising in UK equities and futures. He is a Chartered Member (MCSI) of the Chartered Institute for Securities & Investment and holds a level 6 qualification in Private Client Investment Advice & Management.
Brooks Macdonald’s major appeal was its willingness to consider a smaller company and its willingness to listen was its unique selling point.
TMS FINANCIAL SOLUTIONS
The main thing that appealed to us was Brook’s Macdonald’s size [in that it is smaller than other DFMs]. We would not get the same high level of service and attention to detail [if we were with a larger DFM].
DEVONSHIRE WEALTH MANAGEMENT
The 'seven steps' to selecting a DFM partner
Our seven step guide is intended to help you efficiently create a meaningful short-list of Discretionary Fund Managers (DFMs) for your clients – we believe real value lies in the structure and approach it advocates. We produce this guide to help you meet the FCA’s increasing requirements on due diligence of DFMs.