Strategic Report
Governance Report
Financial Statements
Other Information
How we do it
How we make a difference
Our competitive advantages 1. Robust Centralised Investment Process Consistent strong performance, ahead of ARC benchmarks across all risk profiles for one and ten years, in line with peers over the medium term. Rigorous process giving consistency of outcomes to clients with similar needs. 2. Compelling investment proposition Comprehensive range of investment products and services, addressing full scope of clients’ and intermediaries’ needs. Core and specialist bespoke services complemented by model- based and unitised services, plus our business- to-business BM Investment Solutions offering.
We have a robust product development and governance process to determine which solutions are appropriate to our clients and the broader market, and to ensure they remain appropriate. We deliver our services through a network of 14 offices across the UK and the Crown Dependencies. Consistency and efficiency Our Centralised Investment Process helps ensure both consistency of outcome for clients with similar requirements and economies of scale for the business. Client-centric innovation We use our knowledge of our clients and intermediaries to drive innovation, delivering products and services that meet their evolving needs. Collaboration Our investment management businesses work closely with professional advisers, both internally and externally.
We have multiple stakeholders – clients always come first, and if we look after our clients, our employees, and our intermediaries, then our shareholders will get the returns they seek. Clients We help our clients realise their ambitions and secure their futures by protecting and enhancing their wealth through our investment management and financial planning services.
Employees
We continuously improve our strong people proposition, underpinned by our ‘Inclusive by Design’ strategy which challenges us to ensure we adopt an inclusive approach to everything that we do, in turn fostering a culture that inspires motivation and engagement from our workforce. Advisers The professional advisers we work with receive a range of services to support their client relationships, and peace of mind that investment management is being conducted consistently, with deep market insight and in a robustly compliant manner. Shareholders Shareholders benefit from the performance of the Group through both capital growth and progressive dividends.
3. Best-in-class client and adviser service Quality and commitment of our people delivering consistently outstanding service, supported by a market-leading digital offering, delivered with our technology partner SS&C.
Geographic reach
We deliver our services through a network of 14 offices across the UK and the Crown Dependencies. Our network of offices puts us close to our clients, with the geographic reach to build strong relationships with clients and advisers alike. And the ‘Our competitive advantages’ column. This should also be on the grey background as it is the same level and info as the others, supporting the business model.
Brooks Macdonald Group plc Annual Report and Accounts 2024
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