Investment case
Brooks Macdonald is a prominent investment management firm recognised for its wealth management services, particularly through its Managed Portfolio Service (“MPS”) and its Bespoke Portfolio Service (“BPS”). The Group excels in delivering personalised investment strategies and maintaining strong client relationships. With a consistent track record of financial performance, highlighted by 19 consecutive years of dividend increases, the Group continues to deliver value to its shareholders.
Financial performance
Strong distribution
Quality of leadership team
Brooks Macdonald remains a cash-generative business with a strong balance sheet and a long-standing record of increasing dividends, showcasing its financial resilience and commitment to shareholder returns. Market opportunity The Group is strategically positioned to capitalise on the ongoing demographic, regulatory, and technological shifts in the market. Its success in the high-growth Managed Portfolio Service (“MPS”) sector continues to be a significant driver of growth.
The Group maintains strong relationships within the intermediary channel and is well- positioned to benefit from the increasing demand for outsourced investment management. It aims to solidify its position as the leading investment manager for both Adviser Solutions and Direct Wealth. Centralised Investment Process Brooks Macdonald’s Centralised Investment Process continues to deliver robust investment returns, maintaining consistency and reliability for clients. Client-centric approach With a business model centred around both intermediaries and direct clients, Brooks Macdonald is renowned for its high level of service and client satisfaction.
Brooks Macdonald’s leadership team possess significant investment management expertise and strong capabilities in client and adviser engagement. The team’s commitment to innovation and operational excellence consistently drive performance, ensuring that strategic goals are achieved and client needs are prioritised, positioning Brooks Macdonald for continued success in 2024.
Comprehensive investment proposition
Brooks Macdonald offers a compelling and differentiated set of specialised Bespoke Portfolio Services (“BPS”) products, funds, and unitised solutions. These business- to-business investment solutions are tailored to meet the diverse needs of advisers, supporting clients throughout their investment journeys.
04 Brooks Macdonald Group plc Annual Report and Accounts 2024
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