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Award-Winning Fund Managers


Retirement and Investment Solutions preferred firm of Discretionary Fund Managers have just received two awards.

5 Star Rating:

Brooks Macdonald has achieved a 5 Star Rating from Defaqto for both their Bespoke Portfolio Service and Managed Portfolio Service. They are one of only 4 firms to have achieved the 5 Star Rating on both discretionary management categories. In Defaqto’s words, these ratings imply:

  • High commitment to the advisor market
  • Flexibility in products and services
  • High standards and quality in products and services
  • Leading propositions given the market place being reviewed

Best Discretionary Advisor:

Brooks Macdonald was named as the Best Discretionary Adviser at this year’s Investment Week Fund Manager of the Year Awards. The award recognises the depth of research the Brooks Macdonald investment team carries out and is voted for by all fund managers who themselves were short-listed for an award at the event.

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Retirement and Investment Solutions
5 Lancer House, Hussar Court
Hampshire, PO7 7SE

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