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Brooks Macdonald - Coggle Diagram
Brooks Macdonald
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About
Brooks Macdonald is a UK-based wealth management firm, established in 1991. The company was founded by Chris Macdonald and John Linwood with the goal of providing personalized investment management services to private clients, trusts, and charities. Over the years, the firm has grown through a combination of organic growth and strategic acquisitions, expanding its reach and broadening its range of services.
The firm is committed to providing high-quality investment management and financial planning services, leveraging its expertise to help clients achieve their financial goals
Brooks Macdonald emphasizes a personalized approach, tailoring their services to meet the unique needs of each client
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2005: The company was listed on the Alternative Investment Market (AIM) of the London Stock Exchange.
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2014: Acquired DPZ Capital, a wealth management firm based in the Channel Islands, enhancing its offshore capabilities.
2016: Purchased Levitas Investment Management Services, allowing Brooks Macdonald to offer its clients access to a range of risk-managed investment strategies.
2017: Acquired Cornelian Asset Managers, further strengthening its discretionary fund management business.
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ESG (Environmental, Social, and Governance) Investing:
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