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Brooks Macdonald Group

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Brooks Macdonald Group

Overview:

Our offices in Jersey and Guernsey opened in 2012 to deliver investment management and wealth planning services to professional advisers, trustees and private clients around the world.

We are one of the largest independent investment managers in the Channel Islands and have won a number of awards recognising our commitment to providing a first class service and investment management performance.
Investment solutions

We provide a range of risk-managed multi-asset and single-strategy investment solutions, designed to help our clients meet their objectives. Our solutions are flexible, allowing clients to invest in their preferred currency and through a range of structures.

Our multi-asset investment solutions include:

   International Bespoke Portfolio Service (International BPS),
   International Managed Portfolio Service (MPS)
   Multi-Asset Funds (MAF)

Our single-strategy investment solutions include:

   Corporate Bond Strategy
   Direct Equity Strategy

Our Investment Managers follow a centralised investment process to ensure that the principles of our investment philosophy are reflected in all client portfolios, across all of our offices.
Supporting the community

We are committed to giving back to our community and support a number of local causes. One of our longest running initiatives in Guernsey is the Brooks Macdonald High Performance Programme, which aims to develop a range of athlete services in partnership with numerous local organisations and individuals to better support our emerging and elite sporting talent.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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