Brooks Macdonald
Brooks Macdonald Asset Management (BMAM) is an independent, performance led, investment boutique specialising in the management of private wealth, family assets, pension funds, charities and trusts.
They offer a service which combines a contemporary, sophisticated investment management system with the more traditional approach of nurturing direct relationships with fund managers and their teams.
As a performance led business, BMAM has beaten benchmarks for 16 successive quarters despite difficult market conditions. They aim for steady growth through an organic process, training a large proportion of fund managers in-house. Their fund managers are also responsible for their own sector research, which means every asset they consider is continually monitored and reviewed to assess its appropriate application for each portfolio.
Over recent years, BMAM has built up strong working relationships with a number of independent financial advisers, developing successful strategic alliances – such as the partnership with Radcliffe & Co (Life & Pensions) Ltd – which draw on the strengths of their investment management expertise and our own key area of knowledge – financial advice. Over 70% of new business is introduced though professional introducers. BMAM’s relationships with IFAs, accountants and solicitors is an integral part of their business model and key to their success and to ours.
BMAM was formed in 1991 and is the investment subsidiary of Brooks Macdonald Group plc, the specialist wealth management group that’s has been listed on AIM since 2005.
BMAM is authorised and regulated by the Financial Services Authority to provide investment advice and management services in the UK and Europe.