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Brooks Macdonald Group plc
21 Lombard Street
Phone: +44 2074996424p:+44 2074996424 LONDON, EC3V 9AH  United Kingdom Ticker: BRKBRK
Business Summary
Brooks Macdonald Group PLC is a wealth management company. The Company offers multi asset investment services to intermediaries and financial planning advice to private clients, benefitting from a strong local presence across the United Kingdom. The Company's segments include UK Investment Management and International. The 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. The 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 managed portfolio service, BM investment solutions, financial planning and others.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
-Yes-----

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
6/30/20246/30/2024Yes----

Industries
SIC Code Description
6282 Investment advice
8741 Management services
6091 Nondeposit trust facilities

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Non-Executive Chairman of the Board Maarten F.Slendebroek 62 3/12/2024 11/27/2023
Group Chief Executive Officer - Designate, Executive Director Andrea G.Montague 49 11/1/2024 8/1/2023
Chief Financial Officer, Executive Director Katherine L.Jones 43 11/1/2024 11/1/2024
9 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
LIFT-Financial Group Ltd. Regent Rd Altrincham United Kingdom
CST Wealth Management Limited 2 Oldfield Road Cardiff United Kingdom
Braemar Group Plc Richmond House Heath Road, Hale Cheshire United Kingdom
Lucas Fettes & Partners (Financial Services) Limited Lakeside 500 Old Chapel Way Norwich United Kingdom

Business Names
Business Name
Braemar Group Plc
BRK
Brooks Macdonald Asset Management
9 additional Business Names available in full report.

General Information
Number of Employees: 485 (As of 6/30/2024)
Outstanding Shares: 16,507,968 (As of 11/21/2024)
Stock Exchange: LON
Fax Number: +44 2074995718


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Tuesday, December 3, 2024