Brooks Macdonald Group plc — Contact Email, Phone & Team

Overview

Brooks Macdonald Group plc is a UK-based wealth management firm offering discretionary investment management, financial planning, and fund management services. Established in 1991, the firm provides tailored solutions to private high-net-worth individuals, pension funds, institutions, charities, and trusts. Its investment solutions include bespoke and managed portfolio services, decumulation services, and responsible investment and multi-asset fund ranges. Over the years, Brooks Macdonald has expanded its presence through strategic acquisitions, including the purchase of Lucas Fettes Financial Planning in December 2024, enhancing its financial planning services in East Anglia. The firm has also refocused on its UK operations following the sale of its international arm to Canaccord Genuity Wealth Management in February 2025, aiming to strengthen its position in the UK wealth management market.

Investment Focus

Focus on UK-based assets
Preference for investments in financial services, wealth management, and related sectors

Portfolio Companies

Lucas Fettes Financial PlanningLIFT-Financial GroupCST Wealth Management

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Frequently asked questions about Brooks Macdonald Group plc

What sectors does Brooks Macdonald Group plc invest in?

Brooks Macdonald Group plc invests in Financial Services, Wealth Management, Investment Management, Financial Planning and Fund Management, and is based in England, United Kingdom. Brooks Macdonald Group plc is listed as a private investment firm in the ConnectSafely investor database.