Brooks Macdonald

Brooks Macdonald is a British wealth management firm founded in 1991. It provides discretionary investment management, financial planning and fund management to private individuals, families, businesses, charities, trusts and pension funds, with the aim of protecting and growing client wealth. The firm describes itself as one of the United Kingdom's leading independent wealth managers.

The company manages £16.9 billion in discretionary funds as of September 2023, spread across 16 offices in the United Kingdom. It has been listed on AIM, the London Stock Exchange's market for smaller companies, since 2005, under the ticker BRK.L. Its investment work centres on discretionary portfolio management, multi-asset portfolio construction, investment research and risk profiling, with portfolios built to match specific client risk profiles and financial objectives.

Alongside private client work, the firm serves professional advisers and their clients, and it identifies service to this group as a core commitment. Its stated values include doing the right thing, staying connected, caring about clients and colleagues, and making a difference in the communities it serves. Management describes its strategy as reigniting growth while holding to these long-standing values.