Brooks Macdonald Group plc is a prominent British wealth management and financial planning company. The firm's business model centers on providing discretionary investment management and tailored financial advice to private clients, families, charities, and institutions. Revenue is primarily generated through fee income based on Funds Under Management (FUM), which stood at approximately £18 billion in 2024, alongside transactional, foreign exchange, and financial planning fees. The company operates through two main segments: UK Investment Management, which includes bespoke portfolio services and platform-based model portfolio services (MPS) for independent financial advisers (IFAs), and an International segment that provides offshore fund management and administration services. Geographically, Brooks Macdonald operates across the UK and Crown Dependencies, including offices in London, Scotland, Wales, Jersey, Guernsey, and the Isle of Man. The firm competes in the highly fragmented UK wealth management sector by leveraging its strong relationships with IFAs and its centralized investment process to deliver risk-managed, multi-asset investment solutions.
