Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

Brooks Macdonald

  • Min. account size

    £250,000
  • Company type

    Investment Manager
  • Ownership

    Listed on stockmarket
  • Size of wealth manager

    Medium
  • Size

    UK Wide
  • Founded

    1991

Brooks Macdonald Factfile

Brooks Macdonald Asset Management Ltd is a specialist investment manager providing discretionary management services for private clients, trusts, charities and pensions funds. From our start in 1991, we were pioneers of fee-only investment management and continue to pass on institutional dealing terms to private clients. We have always embraced open architecture and give private clients full exposure to a range of leading investment managers and strategies. We individually manage portfolios. We will continue to be a fundamentally innovative firm.

Contact person Relationship manager
Portfolio types Model, Bespoke
Composition Fund, direct, tracker, mixture
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee, Hourly, Fixed
Contact person Relationship manager
Fee structure Per trade, annual fee
Min. account size
Portfolio lending
Mortgages (residential)
Typical minimum mortgage
Other finance Jet, yacht, art
Online dealing
Timezones
Margin accounts

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