Company Brooks Macdonald Group plc

Equities

BRK

GB00B067N833

Investment Management & Fund Operators

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Brooks Macdonald Group plc

EPS Revisions

Annual profits - Rate of surprise

Sector Other Investment Management & Fund Operators

Market Closed - London S.E. Other stock markets 11:35:18 2024-04-23 am EDT			5-day change	1st Jan Change
1,800 ^GBX	-3.74%		-1.50%	-7.69%

Apr. 18	News Highlights : Top Financial Services News of the Day - Thursday at 11 AM ET	DJ
Apr. 18	News Highlights : Top Financial Services News of the Day - Thursday at 12 AM ET	DJ

Brooks Macdonald Group plc, through its various subsidiaries, provides investment management services in the United Kingdom and internationally. The Company's segments include UK Investment Management and International. UK Investment Management segment offers a range of investment management services to private high net worth individuals, pension funds, institutions, charities and trusts, as well as wealth management services to high-net-worth individuals and families, giving independent whole of market financial advice, enabling clients to build, manage and protect their wealth. International segment is based in the Channel Islands and the Isle of Man, offering a similar range of investment management and wealth management services as the UK Investment Management segment. Its services include bespoke portfolio service, decumulation service, managed portfolio service, bm investment solutions, responsible investment service, charity bespoke portfolio service and AIM portfolio service.

Number of employees: 512

GBP in Million	2022	Weight	2023	Weight	Delta
Investment Management 83.6 %	101	82.7 %	103	83.6 %	+2.38%
International 16.4 %	21	17.3 %	20	16.4 %	-3.96%

GBP in Million	2022	Weight	2023	Weight	Delta
United Kingdom 83.6 %	101	82.7 %	103	83.6 %	+2.38%
Channel Islands 16.3 %	21	17.2 %	20	16.3 %	-4.30%
Isle of Man 0.1 %	0	0.1 %	0	0.1 %	+89.61%

Managers	Title	Age	Since
Andrew William Shepherd CEO	Chief Executive Officer	51	10-04-11
Andrea Montague DFI	Director of Finance/CFO	-	23-07-31
Caroline Abbondanza COO	Chief Operating Officer	-	18-12-31
David Edward Park CIO	Chief Investment Officer	-	20-09-30
Gary Stirrup PRN	Corporate Officer/Principal	-	-
Phil Naylor SEC	Corporate Secretary	-	20-04-30
Alick Mackay PRN	Corporate Officer/Principal	-	16-12-31
Andrew Pope SAM	Sales & Marketing	-	-
Simon Broomfield HRO	Human Resources Officer	-	-
Simon Paul Wombwell PRN	Corporate Officer/Principal	62	01-12-31

Members of the board	Title	Age	Since
Andrew William Shepherd CEO	Chief Executive Officer	51	10-04-11
Simon Paul Wombwell PRN	Corporate Officer/Principal	62	01-12-31
Robert Burgess BRD	Director/Board Member	59	20-07-31
Maarten Slendebroek CHM	Chairman	63	Nov. 27
James Rawlingson BRD	Director/Board Member	57	23-03-01
John Linwood BRD	Director/Board Member	62	18-09-18
Dagmar Aspatria Kershaw BRD	Director/Board Member	56	20-06-30
Andrea Montague DFI	Director of Finance/CFO	-	23-07-31

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	16,445,510	14,390,792 ( 87.51 %)	0	87.51 %

Name	Equities	%	Valuation
Liontrust Investment Partners LLP 18.83 %	3,096,939	18.83 %	71 M p
Gresham House Asset Management Ltd. (Investment Management) 8.206 %	1,349,416	8.206 %	31 M p
Brooks Macdonald Asset Management Ltd. 6.752 %	1,110,193	6.752 %	25 M p
Artemis Investment Management LLP 6.055 %	995,717	6.055 %	23 M p
Invesco Asset Management Ltd. 5.149 %	846,644	5.149 %	19 M p
Chelverton Asset Management Ltd. 4.154 %	683,000	4.154 %	16 M p
Link Fund Solutions Ltd. 3.819 %	628,016	3.819 %	14 M p
Amati Global Investors Ltd. 3.658 %	601,468	3.658 %	14 M p
Brooks Macdonald Group Employee Benefit Trust 3.170 %	521,237	3.170 %	12 M p
Gresham House Asset Management Ltd. 2.822 %	464,102	2.822 %	11 M p

Brooks MacDonald Group Plc

21 Lombard Street

EC3V 9AH, London

+44 20 7499 6424

http://www.brooksmacdonald.com

Name	Category and Sector
Brooks Macdonald Asset Management Ltd. Brooks Macdonald Asset Management Ltd. Investment ManagersFinance Brooks Macdonald Asset Management Ltd. (BMAM) is the specialist investment subsidiary of Brooks MacDonald Group Plc (LON: BRK) in Great Britain. The firm was founded by Jonathan Gumpel and Richard Spencer in 1997 as Brooks Macdonald Gayer Asset Management Ltd. and changed their name to Brooks Macdonald Asset Management Ltd. in 2002. BMAM is headquartered in London with offices throughout Great Britain. They offer a range of investment management services and advice to individuals, pension funds, institutions, charities and trusts in the UK and internationally.	Investment Managers
Brooks MacDonald Nominees Ltd. Brooks MacDonald Nominees Ltd. Regional BanksFinance Part of Brooks MacDonald Group Plc, Brooks MacDonald Nominees Ltd. acts as a nominee/trust/depository. The private company is based in London, UK and was founded in 2005.	Regional Banks
Brooks Macdonald Funds Ltd. Brooks Macdonald Funds Ltd. Investment ManagersFinance Brooks Macdonald Funds Ltd. (Brooks Macdonald) is an investment management firm headquartered in London, UK. The firm was founded in 2006 and is owned by Brooks MacDonald Group Plc (LON: BRK). Brooks Macdonald manages active investment portfolios with varying risk and return profiles, designed to meet a broad range of objectives.	Investment Managers

Trading Rating

Investor Rating

ESG Refinitiv

C+

More Ratings

Sell

Buy

Mean consensus

BUY

Number of Analysts

Last Close Price

18 GBP

Average target price

24.09 GBP

Spread / Average Target

+33.81%

Consensus

Estimates Revisions

Company calendar

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Management & Fund Operators

Other Investment Management & Fund Operators

	1st Jan change	Capi.
BROOKS MACDONALD GROUP PLC	-7.69%	368M
BLACKROCK, INC.	-5.57%	113B
UBS GROUP AG	-1.26%	89.35B
APOLLO GLOBAL MANAGEMENT, INC.	+15.50%	62.84B
BROOKFIELD CORPORATION	+3.73%	59.88B
BANK OF NEW YORK MELLON CORPORATION (THE)	+10.37%	42.75B
AMERIPRISE FINANCIAL, INC.	+7.33%	42.22B
3I GROUP PLC	+18.09%	33.83B
T. ROWE PRICE GROUP INC.	+3.97%	24.94B
STATE STREET CORPORATION	-3.96%	22.47B

Other Investment Management & Fund Operators