Brooks Macdonald

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Brooks Macdonald Asset Management is a specialist discretionary investment manager providing services for private clients, trusts, charities and pensions funds. The philosophy behind our approach is to create balanced, individual portfolios, composed of the best investments across all asset classes, in order to provide strong and consistent risk-adjusted returns over the medium and longer term. We believe in the active investment management approach and provide private clients with full exposure to a range of leading investment managers and strategies.

Our investment process reflects the principles of active investment management, by combining both a ‘top down’ and ‘bottom up’ approach. This means that we combine an overall asset allocation strategy (investing in different asset classes across geographies) with individual security selection. These elements, coupled with a fundamental risk-management system, allow us to create diverse investment portfolios composed of the most appropriate investments across a number of different asset classes.

For more information contact:

Colin Barrett on 01892 554 910

email Colin.Barrett@brooksmacdonald.com

visit www.brooksmacdonald.com