The Work Index by Flexa

Brooks Macdonald

Brooks Macdonald is a leading UK-based investment management firm specializing in providing tailored wealth management solutions for individuals and financial advisers.

https://www.brooksmacdonald.com/individuals
4.5

/10

Transparency ranking

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Description

Brooks Macdonald is a UK-based investment management firm specializing in providing bespoke and managed portfolio services, decumulation services, responsible investment, and multi-asset fund ranges. Founded in 1991, the company has grown to become one of the UK's leading investment management firms, managing over £18 billion in client assets. Brooks Macdonald is committed to delivering successful investment outcomes through a focus on innovation, exceptional client service, and building strong partnerships with financial advisors and individual clients.

The company has a strong emphasis on corporate social responsibility, evident through its commitment to the United Nations Principles for Responsible Investment (PRI) and its dedication to creating a diverse and inclusive workplace. Brooks Macdonald's culture is values-driven, prioritizing honesty, fairness, and transparency in its dealings with clients, employees, and shareholders. The company offers a comprehensive range of services, tailored to meet specific investment objectives and risk appetites, ensuring a personalized approach to wealth management.

Flexibility

Brooks Macdonald offers various benefits and opportunities to help their employees reach their full potential, including professional qualifications, training and development programs, coaching and mentoring, and diversity, equity, and inclusion training. However, there is no mention of job flexibility or remote work options in the provided company website content.

Benefits

Brooks Macdonald offers a comprehensive suite of employee benefits designed to support the wellbeing and development of its staff. These benefits include professional qualifications and development programs, both in-person and virtual, focused on management, leadership, and client excellence. The company also encourages coaching and mentoring, and offers diversity, equity, and inclusion training to foster an inclusive work environment.

Mission

Brooks Macdonald is an investment management firm dedicated to building robust personal relationships with clients, providing a high level of service and innovative investment solutions to help them achieve long-term financial success. They are committed to acting honestly, fairly, and clearly in everything they do, and consistently meet their clients’ needs in an increasingly complex world.

Sustainability

Culture

Brooks Macdonald cultivates a culture of personal relationships, high professional standards, and a commitment to integrity. They believe in working together to create tailored solutions that meet clients' needs in a complex and ever-changing world. They prioritize building long-term relationships, driven by a shared goal of achieving outstanding results. This is reflected in their dedication to employee development, their focus on diversity and inclusion, and their adherence to responsible investment principles.

People-first

DE&I

Brooks Macdonald is committed to building a diverse and inclusive workplace and has partnered with several organisations like #10000BlackInterns, GAIN (Girls are Investors) and Investment20/20 to promote diversity across the wealth management sector. They have signed the Women in Finance Charter and are committed to advancing women in financial services, aiming for 30% female representation in senior roles by 2024. They also offer diversity, equity and inclusion training to ensure a welcoming and inclusive culture for all employees.

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