Andrew Wilson, senior investment director, Head of York office.

York-based investment firm unifies under Brooks Macdonald brand

Brooks Macdonald, the investment management group, has launched a new corporate identity for the Group, which will combine all of its subsidiary businesses under one Brooks Macdonald masterbrand.

The group, which has an operation in York, announced that all of its core divisions - Asset Management, Financial Consulting, Funds, Retirement Services and International - is now unified under one single Brooks Macdonald brand.

Only the Group’s specialist fund team at North Row Capital and its property management business, Braemar Estates, will be kept separate due to the profile of these individual brands in their specialist fields.

Brooks Macdonald was founded in 1991 by Chris Macdonald, Jonathan Gumpel, Richard Spencer and Martin Mullany.

Since then, the Group currently has 12 offices across the UK and the Channel Islands, with 470 staff today and funds under management in excess of £7.82bn as at 31 December 2015.

In 2005, Brooks Macdonald floated on AIM with a market cap of £14m, which has grown to over £240m today. The Group now works with over 900 professional intermediaries, including 17 strategic alliances, and operates in the UK and internationally, across Europe, South Africa, the Middle East and the Far East.

Andrew Wilson, senior investment director, Head of York office, said: “We work closely with a number of experienced professional advisers in and around York, Nottingham, Lincoln, Sheffield and Newcastle.

“Our new corporate identity will enable us to present ourselves as one of the UK’s leading providers of investment management solutions and to deliver better service to our clients in these areas.”

Chris Macdonald, chief executive of Brooks Macdonald, added: “After 25 years of growth, we are proud to have evolved into one of the leading independent investment management groups in the UK today, while maintaining the same core values, culture and ethos that differentiate us in the industry and remain at the heart of our business.

“There has been a huge amount of change since the business was founded, both in the industry and within our firm. But over that time we are proud to have consistently delivered for our clients, both in terms of investment performance and excellent service.

“By pulling our subsidiary businesses closer together, today’s brand relaunch not only simplifies the Group’s branding message but also emphasises our ability and commitment to delivering the best investment solutions for our clients.

“I would like to take this opportunity to thank all of our clients, introducing firms, strategic alliances and my colleagues for all of their support over the past 25 years, and I look forward to continuing our current momentum for many years to come.”

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