Three decades of British wealth management.
Founded in 1991, Brooks Macdonald has grown into one of the UK's most respected independent wealth managers — trusted with over £17 billion of client assets.
We began with a simple idea: that wealth management should be personal. Our founders wanted to build a firm where advisers took the time to know their clients and tailor decisions to their lives, not the other way around.
Today, that philosophy still guides us. We serve individuals, families, business owners, charities and trustees across the United Kingdom from eight offices, offering discretionary portfolio management, financial planning and specialist fixed income solutions.
Our values
We take a long-term view, favouring evidence over noise.
Every client has a named adviser who knows their story.
Our investment process is disciplined, tested and transparent.
Our people
Our team of investment managers, financial planners and analysts is united by an obligation to act in our clients' best interests. Many of our clients have been with us for decades — often across generations.