Brooks Macdonald is an award-winning investment management firm, dedicated to providing an outstanding level of service to professional advisers, private clients, trusts and charities. 

Finance

Brooks Macdonald

Brooks Macdonald's headquarters in United Kingdom

Callum Quinn

David Steer

Gary Brownbridge

Louise Coomber

Minnie Patel

Roman Yufit

Chris Jordan

Chris Woodger

Steven Brecht

Jonathan Moxon

Mark Robson

Simon Brookes

Simon Broomfield

Sarah Ackland

Rachel Evans

Martin Lindsey

Andrea Montague

Henrietta Walker

David Birden

Steven Boyce

Nicola Bacchus

Tristan Aberdein

Lisa Ciccotto

Samantha Hamilton-Smith

Claire Munro

Alex Winstanley

Chris Agathangelou

Leon Booysen

Tom Sutton

Josh Bradley

Eva Hatfield

Adrian Kemp

Chris Sutch

Paul Clapham

Ben Webster

Helen McNally

Birute Salinaite

Jessica Clinkard

Alastair Davies

Amy Crowne

Dagmar Kershaw

Richard Spencer

Diane Seymour-Williams

John Linwood

Robert Burgess

Maarten Slendebroek

James Rawlingson

The Investment Team at Brooks Macdonald is responsible for managing and optimizing client portfolios, conducting thorough market analysis, and developing tailored investment strategies. Comprising senior directors and specialists across various regions, the team ensures high-quality, personalized investment management services for professional advisers, private clients, trusts, and charities.

Investment Team

The Leadership Team at Brooks Macdonald is responsible for setting the strategic direction of the firm, ensuring operational excellence, and fostering a culture of high performance and collaboration. This team oversees investment management, client relationships, and compliance, while driving growth through innovative marketing and distribution strategies. Their collective expertise and leadership guide the firm in delivering exceptional service to clients and partners.

Leadership Team

The Private Client Services team at Brooks Macdonald specializes in delivering personalized investment management solutions and advisory services to individual clients, trusts, and charities. They focus on building strong, long-term relationships, tailoring their financial strategies to meet the unique needs and goals of each client.

Private Client Services

The Corporate Operations & Management team at Brooks Macdonald oversees the firm's strategic direction, operational efficiency, and corporate governance. This team ensures seamless workplace and facilities management, drives business development and commercial strategies, manages global distribution and marketing, oversees legal and human resources functions, and mitigates potential risks—all aimed at enhancing the firm's service excellence and client satisfaction.

Corporate Operations & Management

The Non-executive and Advisory Team at Brooks Macdonald provides independent oversight, strategic guidance, and expert advice to ensure robust governance and long-term success. Leveraging their extensive experience, they support the executive team in making well-informed decisions and maintaining accountability.

Non-executive and Advisory Team

The Head of Departments at Brooks Macdonald oversees key areas such as wealth management, investment research, international adviser solutions, employee rewards, talent management, and client advice. Their collaborative efforts ensure that the firm delivers exceptional service and innovative solutions to its diverse clientele, including professional advisers, private clients, trusts, and charities.

Head of Departments

Brooks Macdonald

Org chart

Board & advisors

Teams

Investment Team

Leadership Team

Private Client Services

Corporate Operations & Management

Non-executive and Advisory Team

Head of Departments

Offices

Brooks Macdonald

Org chart

Board & advisors

Teams

Investment Team

Leadership Team

Private Client Services

Corporate Operations & Management

Non-executive and Advisory Team

Head of Departments

Offices

Related companies