Brooks Macdonald is an investment management firm that is dedicated to providing exceptional service to a wide range of clients, including professional advisers, private clients, trusts, and charities. With a focus on the United Kingdom, Brooks Macdonald offers a comprehensive suite of investment management services to help clients achieve their financial goals. For professional advisers, they offer services such as the Bespoke Portfolio Service, Decumulation Service, Managed Portfolio Service, BM Investment Solutions, and Responsible Investment Service.

These services are tailored to meet the unique needs of advisers and their clients. Private clients can benefit from services like retirement planning, estate planning, protection from the unexpected, and managing retirement income. Brooks Macdonald also offers a range of funds, including the Blueprint Multi-Asset Funds, SVS Cornelian Funds, Defensive Capital Fund, and more.

With a team of experienced professionals and a commitment to responsible investment, Brooks Macdonald is a trusted partner for individuals and institutions seeking expert investment management services