Strategic Report
Governance Report
Financial Statements
Other Information
Our purpose is realising ambitions and securing futures Brooks Macdonald was founded to give clients wealth management driven by purpose and principles, and that remains as true as ever. 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. For all of them, the
Read more about: • Our guiding principles • Our purpose, culture and values See pages 44 - 48 • Our strong delivery drivers • Our business model and strategy See pages 08 - 27 • Who we engage with and the value we create for them • Our stakeholders See pages 21 - 25 • Being a responsible business • Our corporate governance See pages 44 - 52
e s
c
Private clients
Trustees
reason Brooks Macdonald is here is to help them realise their ambitions and secure their futures. We work every day to protect and enhance our clients’ wealth through high-quality investment management and financial planning, underpinned by exceptional client service. We are dedicated to the highest professional standards, inspired by our guiding
Intermediaries
Pension funds
Our purpose Realising ambitions and securing futures
Shareholders
Employees
a
principles: we do the right thing, we are connected, we care, and we make a difference. We are proud of the powerful blend of talented people we have in Brooks Macdonald, and together, we are confident and ambitious in what we can achieve and the difference we can make for our clients.
Community and the environment
Regulations
i
n
Brooks Macdonald Group plc Annual Report and Accounts 2024
03
Made with FlippingBook - professional solution for displaying marketing and sales documents online