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Brooks Macdonald

Brooks Macdonald
Leadership team

Mr. Andrew William Shepherd (CEO & Exec. Director)

Mr. Benjamin Lee Thorpe (CFO & Exec. Director)

Ms. Lynsey Jane Cross (COO & Exec. Director)

Products/ Services
Financial Services
Number of Employees
100 - 500
Headquarters
London, England, United Kingdom
Established
1991
Traded as
LSE:BRK
Social Media
URL
https://www.brooksmacdonald.com
Overview
Location

Summary
History
Mission
Vision
Key Team
Recognition and Award
References
Summary
Brooks Macdonald Group plc, through its subsidiaries, provides a range of investment and wealth management services to private clients, pension funds, professional intermediaries, and trustees in the United Kingdom and the Channel Islands. It operates through two segments, UK Investment Management and International. The company offers financial planning advisory services to high-net-worth individuals, families, and businesses; and multi-asset and specialist fund products to the retail sector, as well as investment options. Brooks Macdonald Group plc was founded in 1991 and is headquartered in London, the United Kingdom.
History

Brooks Macdonald was established in 1991 by Chris Macdonald. Since that time, the business has grown steadily and today it represents one of the largest independent wealth management groups in the UK.

Mission
Our mission is to provide an independent, tailored and comprehensive wealth management service to individuals, families and institutions.
Vision
Our vision is to be the trusted partner of choice for high net worth individuals, families, trustees and charities, providing holistic and tailored financial advice.
Key Team

Mr. Edward Park (Chief Investment Officer)

Mr. Alick Mackay (Strategy & Corp. Devel. Director)

Ms. Caroline Abbondanza (Chief Technology Officer)

Mr. Simon Broomfield (Gen. Counsel)

Ms. Priti Verma (Chief Risk Officer)

Mr. Adrian Keane-Munday (Director & Head of Advice)

Mr. Tom Emery (Chief People Officer)

Recognition and Awards
Throughout its history, Brooks Macdonald has won many awards and accolades. These include 'Best Wealth Manager 2016' at the Moneywise Investment and Wealth Management Awards, 'Best Discretionary Fund Manager 2016' at the Investment Week Investment Trust Awards and 'Best SIPP Provider 2019' at the Investment Life & Pensions Moneyfacts Awards.
References

https://in.investing.com/equities/brooks-macdonald-group-plc

https://finance.yahoo.com/quote/BRK.L/profile?p=BRK.L

https://www.crunchbase.com/organization/brooks-macdonald

https://www.brooksmacdonald.com

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Brooks Macdonald
Leadership team

Mr. Andrew William Shepherd (CEO & Exec. Director)

Mr. Benjamin Lee Thorpe (CFO & Exec. Director)

Ms. Lynsey Jane Cross (COO & Exec. Director)

Products/ Services
Financial Services
Number of Employees
100 - 500
Headquarters
London, England, United Kingdom
Established
1991
Traded as
LSE:BRK
Social Media
URL
https://www.brooksmacdonald.com