About Brooks Macdonald
Brooks Macdonald is a publicly listed company based in London (United Kingdom) founded in 1991. Diversified investment management services are provided to clients. Brooks Macdonald has completed 7 acquisitions, including Adroit Financial Planning, CST Wealth and Cornelian. Its focus areas include Asset Management and Diversified. Its legal entity is BROOKS MACDONALD GROUP PLC. Similar companies include Investec, HSBC and Hayfin; 1 of its 3 listed similar companies has raised funding.
Company details
Brooks Macdonald was established in 1991 in London, United Kingdom, as a firm focused on the financial services sector. Investment management is conducted through diversified strategies, encompassing asset allocation, portfolio oversight, and advisory services for private and institutional clients. Operations are centered in the UK, with emphasis on wealth preservation and growth. Regulatory compliance is maintained under UK financial authorities, supporting tailored investment solutions across various asset classes.
- Headquarters London, United Kingdom
- Stage Public
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website brooksmacdonald.com
- Social LinkedIn X
- Legal Name Brooks Macdonald Group Plc
- Annual Revenue$155.72 M (USD)5.83as on Jun 30, 2026
- Net Profit$3.2 M (USD)-77.31as on Jun 30, 2026
- EBITDA$19.07 M (USD)-53.38as on Jun 30, 2026
- Investments & AcquisitionsAdroit Financial Planning
& 6 more
People of Brooks Macdonald
61 people are tracked at Brooks Macdonald (33 in leadership, 7 in board & advisors, 21 in team).
| Name | Role | Group |
|---|---|---|
Tom Sutton | Head Of Fp&a | Leadership |
Liz Hart | Talent & Development Partner | Leadership |
Lisa Ciccotto | Head Of HR Business Partnering | Leadership |
Paul Clapham | Senior Head Of CASS Oversight | Leadership |
David Steer | Head Of Operational Governance | Leadership |
Tristan Aberdein | Head Of Reward | Leadership |
Gary Brownbridge | Head, Relationship Management, Jersey | Leadership |
Eva Hatfield | Director Of Investor Relations | Leadership |
Chris Agathangelou | Head Of Regulatory Reporting, Treasury & Control | Leadership |
Roman Yufit | Group Head Of Investment Risk And Fund Oversight | Leadership |
Chris Jordan | Group Head Of Compliance | Leadership |
Leon Booysen | Head Of Group Treasury | Leadership |
Cormac Roddy | Head Of Finance Systems | Leadership |
Chris Woodger | Senior Head Of Operational Oversight | Leadership |
David Birden | Private Client Director | Leadership |
Alastair Davies | Deputy Head Of Financial Crime (dmlro) | Leadership |
Nicola Bacchus | Client Relationship Director | Leadership |
Lauren Sedgwick | Senior Human Resources Business Partner | Leadership |
Steven Brecht | Group Head Of Risk And Financial Crime (mlro) | Leadership |
Alex Winstanley | Group Head Of Procurement | Leadership |
41 more people are available in the full profile.
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IPO & Listings of Brooks Macdonald
Brooks Macdonald is a publicly listed company on the LSE with ticker symbol BRK in UK, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
- IPO date11 Mar 2005
- Listed onLSE: BRK
- Listed entityBrooks Macdonald Group plc
- Exchange sectorFinance
- ISINGB00B067N833
- Share price1,510.00 GBX (-0.33% on the day) · 2026-10-14
- Market capitalisation233,913,488.00 GBX
- Price to earnings104.5
- EPS (diluted, trailing year)0.14 GBX
- Dividend yield5.48%
- Volume (last session)65,170
Financials of Brooks Macdonald
| Year | Revenue | Net income | EBITDA |
|---|---|---|---|
| 2026 | 117.8M GBP | 2.4M GBP | 14.4M GBP |
| 2025 | 111.3M GBP | 10.7M GBP | 30.9M GBP |
| 2024 | 106.8M GBP | 8.0M GBP | 30.9M GBP |
| 2023 | 123.6M GBP | 18.1M GBP | 30.9M GBP |
| 2022 | 122.2M GBP | 23.4M GBP | 36.3M GBP |
Detailed financial statements for Brooks Macdonald
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Investments & Acquisitions by Brooks Macdonald
Brooks Macdonald has strategically engaged in corporate development activities, having acquired 7 companies. Notable acquisitions include Adroit Financial Planning, CST Wealth and Cornelian.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial planning and advisory service provider | lffinancialplanning.co.uk | Norwich, United Kingdom | 2016 | Dec 2024 | •••• | |
Financial planning and wealth management service provider | cstwealth.co.uk | Bridgend, United Kingdom | 2013 | Nov 2024 | $220.45M | |
Diversified assets are managed across various sectors by LIFT-Invest. | lift-invest.com | United Kingdom | 2012 | Oct 2024 | •••• | |
Financial planning, insurance, and mortgage services are provided to clients. | lift-financial.com | Altrincham, United Kingdom | 2007 | Oct 2024 | $58.92M | |
Financial planning advisory services are provided to clients. | adroitfp.co.uk | England, United States | 1998 | Oct 2022 | •••• | |
Diversified asset management is handled for clients in the UK. | integritywealth.co.uk | Nuneaton, United Kingdom | 2013 | May 2022 | •••• | |
Investment planning and financial advisory services are provided by Cornelian. | cornelianam.com | Edinburgh, United Kingdom | 1992 | Nov 2019 | $40.07M |
Complete acquisition details for Brooks Macdonald
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Timeline of Brooks Macdonald
9 dated milestones of Brooks Macdonald across 33 years, from founding to its latest funding, stage changes and deals.
- Founded Brooks Macdonald is founded.
- IPO Lists on the stock exchange (IPO).
- Acquisition Acquires Cornelian.
- Acquisition Acquires Integrity Wealth Solutions.
- Acquisition Acquires Adroit Financial Planning.
- Acquisition Acquires LIFT-Invest.
- Acquisition Acquires Lift Financial.
- Acquisition Acquires CST Wealth.
- Acquisition Acquires Lucas Fettes Financial Planning.
Similar companies to Brooks Macdonald
Brooks Macdonald has 3 listed similar companies in our database, 1 of them funded. They include Investec, HSBC and Hayfin.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| investec.com | 1974 | London, United Kingdom | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | ||
| hsbc.com | 1865 | London, United Kingdom | 220,861 | Universal banking and financial advisory services are provided globally. | ||
| hayfin.com | 2013 | London, United Kingdom | $6.2B | 62 | Private debt investments are directed across multiple sectors. |
Detailed similar companies of Brooks Macdonald
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Web traffic of Brooks Macdonald
The website of Brooks Macdonald (brooksmacdonald.com) receives about 8.8K visits a month.
- Monthly visits8.8K
▲ 25.3% vs previous month
Websites whose visitors overlap most with Brooks Macdonald. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| quiltercheviot.com | 100% | 61.9K | #474,265 | View details | |
| brownshipley.com | 91% | #2,689,917 | View details | ||
| novawm.com | 86% | 8.6K | #2,529,027 | View details | |
| corbettkeeling.com | 76% | #5,657,565 | View details | ||
wealthinvestment.investec.co.uk | wealthinvestment.investec.co.uk | 73% | – | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 21 similar websites and full traffic analytics for Brooks Macdonald
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Top companies in Asset Management
3 companies that operate in the same segment as Brooks Macdonald (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
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Related news about Brooks Macdonald
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Frequently Asked Questions about Brooks Macdonald
Brooks Macdonald was founded in 1991.
Brooks Macdonald is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
Annual revenue of Brooks Macdonald is $155.72M as on Jun 30, 2026.
Brooks Macdonald was established in 1991 in London, United Kingdom, as a firm focused on the financial services sector. Investment management is conducted through diversified strategies, encompassing asset allocation, portfolio oversight, and advisory services for private and institutional clients. Operations are centered in the UK, with emphasis on wealth preservation and growth. Regulatory compliance is maintained under UK financial authorities, supporting tailored investment solutions across various asset classes.
Yes, Brooks Macdonald is publicly traded on LSE under the ticker symbol BRK.
Brooks Macdonald has made 7 acquisitions, including Adroit Financial Planning, CST Wealth, and Cornelian.
Brooks Macdonald operates through Brooks Macdonald Group Plc.