Investec appointed as Joint Corporate Broker to Brooks Macdonald Group plc

Brooks Macdonald Group plc logo

Our role

Investec has been appointed as Joint Corporate Broker to Brooks Macdonald Group plc, a leading wealth management services Group in the UK and internationally, with a market capitalisation of c.£300m.

Investec has been appointed to promote Brooks Macdonald’s equity story, broaden its shareholder register, and support the Group’s  growth ambitions by providing strategic, ECM and M&A advice.


About Brooks Macdonald Group plc

Brooks Macdonald Group plc, through its various subsidiaries, provides leading wealth management services in the UK and internationally. The Group, which was founded in 1991 and began trading on AIM in 2005, had discretionary Funds under Management of £16.9 billion as at 30 September 2023.

Brooks Macdonald offers a range of investment management services to private high-net-worth individuals, pension funds, institutions, charities and trusts. The Group also provides financial planning as well as international investment management, and acts as fund manager to a range of onshore and international funds.


Our Corporate Broking approach

Investec is proud to partner with a wide range of publicly listed companies spanning various market sectors, including those listed on the prestigious FTSE and AIM. With a strong emphasis on building long-term relationships, Investec values a company's future ambition over its current size. Our corporate broking team comprises experts in specific sectors and generalists, ensuring clients benefit from specialised knowledge and innovative ideas across the market.

Additionally, Investec offers dedicated investor relations services through a skilled team, providing valuable guidance on shareholder targeting and organizing impactful investor roadshows.