Brooks Macdonald
Finance · United Kingdom · 201-500 Employees
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Overview
Headquarters
40 Leadenhall St, London, Greater London...Phone Number
+44 1926351051Website
www.brooksmacdonald.comRevenue
$150.2 MillionStock Symbol
BRK.LIndustry
ZI Rank: 3
Signal Type
Dec
Jan
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May
ZI Rank
3
3
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2
3
3
About Brooks Macdonald
Brooks Macdonald Group plc is a UK-based wealth management and financial planning firm serving private individuals, trusts, charities, and pension funds. The group provides holistic financial planning servicesincluding retirement and tax planning, estate planning, life insurance, employee benefits, mortgage advice, and highvalue insurancealongside discretionary investment management. Its investment offering spans bespoke and model portfolio services, AIM portfolio services, multiasset funds, and delegated investment solutions for intermediaries. Founded in 1991 and headquartered in London, Brooks Macdonald positions itself as a full-service partner for longterm wealth management and financial planning.Explore more
Brooks Macdonald Org Chart
KC
Manager
AD
Corporate Services - International
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Brooks Macdonald is experiencing very low activity levels compared to other companies in the Finance sector.
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Brooks Macdonald is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Brooks Macdonald.
Brooks Macdonald Tech Stack
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Hiring Plans
Brooks Macdonald has more open roles in Finance than it has had at any time in the past 6 months. Technologies mentioned include: Power BI, Workday Financial Management, Workday Prism Analytics, and Adaptive Planning. Areas of expertise include: Regulatory Requirements, Financial Risk, Investment Strategy, Portfolio Management, Asset Allocation, Product Definition, and Cash Flows.
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Person-Based
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Earnings, Finance
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Brooks Macdonald News & Media
Brooks Macdonald eyes potential M&A despite profit dip in H1 2025
Total funds under management and advice grew to £20.1bn, up from £19.1bn at the end of June 2025.Brooks Macdonald eyes potential M&A despite profit dip in first half
Total funds under management and advice grew to £20.1bn, up from £19.1bn at the end of June 2025.Brooks Macdonald Group PLC (LSE:BRK) (Half Year 2026) Earnings Call Highlights: Record FUMA and ...
Brooks Macdonald Group PLC (LSE:BRK) surpasses GBP20 billion in FUMA, reports strong revenue growth, and outlines strategic investments for future expansion.
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Brooks Macdonald Group plc is a UK-based wealth management and financial planning firm serving private individuals, trusts, charities, and pension funds. The group provides holistic financial planning servicesincluding retirement and tax planning, estate planning, life insurance, employee benefits, mortgage advice, and highvalue insurancealongside... Read More
