Brooks Macdonald Group Company Description

Brooks Macdonald Group plc, through its subsidiaries, provides wealth management and financial planning services to private individuals, trusts, charities, and pension funds in the United Kingdom.

The company offers financial planning advisory services, such as personal financial planning, life insurance, employee benefits, mortgage advice, tax guidance, estate planning, high-value insurance, and charities.

It also provides investment management, such as bespoke portfolio service, managed portfolio service, alternative investment market portfolio service, multi-asset funds, and brooks macdonald investment solutions.

The company was founded in 1991 and is headquartered in London, the United Kingdom.

Brooks Macdonald Group plc

Country	United Kingdom
Founded	1991
Industry	Asset Management
Sector	Financials
Employees	473
CEO	Andrea Gertrude Montague

Contact Details

Address: 40 Leadenhall Street London, EC3A 2BJ United Kingdom
Phone	44 20 7499 6424
Website	brooksmacdonald.com

Stock Details

Ticker Symbol	BRK
Exchange	London Stock Exchange
Fiscal Year	July - June
Reporting Currency	GBP
ISIN Number	GB00B067N833
SIC Code	6282

Key Executives

Name	Position
Andrea Gertrude Martha Montague	Group Chief Executive Officer and Executive Director
Katherine Louise Jones	Chief Financial Officer and Executive Director
Simon Broomfield	General Counsel
Catherine Steele	Group Communications and Marketing Director
Alick Mackay	Strategy and Corporate Development Director
Andrew Robinson	Chief People Officer
Robin Eggar	Chief Commercial Officer
Adam Temple	Senior Investment Director and Head of Adviser Solutions
Daniel Masters	Senior Investment Director of London
Louis Petherick	Group Chief Risk Officer