Our services
Group Centralised Investment Process
We are an independent wealth management firm, providing a wide range of investment and wealth management services to private clients, pension funds, professional intermediaries and trustees; financial planning advice to high-net-worth individuals and families; and multi-asset and specialist funds to the retail sector.
Governance
Inputs
To make sure we deliver the best possible investment options for clients, our Centralised Investment Process aims to:
Deliver strong risk-adjusted returns for clients
Inputs
Governance
Generate the best ideas and then use them as widely as possible
Centralised Investment Process
Have an explainable process and explainable results
People
People
We have an industry-leading investment process which powers the services and products we provide to our clients. This process creates a robust framework for our investment professionals to work together, sharing ideas and challenging each other’s views. Our Centralised Investment Process is built on a model where decision-making responsibility and authority is shared equally by colleagues. This approach produces the best possible outcomes by encouraging the best thinking from everyone involved. We recognise that no individual investment manager, research analyst or member of our Chief Investment Office team has a monopoly on good ideas. Once we have concluded that an idea is a great one, we will use it as widely as possible for all suitable strategies.
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Governance
Inputs
People
18 Brooks Macdonald Group plc Annual Report and Accounts 2024
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