The company provides discretionary investment management, financial planning, and fund management services for private high net worth individuals, pension funds and institutions. Founded in 1991 by Chris Macdonald, Jonathan Gumpel, Richard Spencer and Martin Mullany, the company began trading on the Alternative Investment Market of the London Stock Exchange (AIM) in 2005.
As of January 2026, Brooks Macdonald manages £20.1 billion in assets under management and operates approximately 450 employees. The company generated revenue of £111.6 million in 2025. Recent acquisitions include LIFT Financial Group (January 2025), Lucas Fettes (November 2024), and Clay Shaw Thomas (November 2024).
Lucy Tilley was appointed as chief financial officer in October 2024, replacing Katherine Jones. Tilley previously served as group CFO at wealth management firm Stonehage Fleming.
Facts compiled by Executive Moves from publicly available news and press releases on 9 October 2026. Spotted an inaccuracy? Email us and we'll review within 1 business day.
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