Wealth Manager - the site for professional investment managers

Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Office Spotlight: Brooks Macdonald, Cardiff

Office Spotlight: Brooks Macdonald, Cardiff

Date opened: 2017

Number in team: 6

Group assets under management: £11.6 bn 

Top three fund picks:

Jupiter Financial Opportunities

Atlantic House Defined Returns

Aberforth Smaller Company Trust   

Q&A with Andrew Lewis, senior investment director and head of Wales office, Brooks Macdonald, Andrew Lewis (pictured below):

What is your typical client demographic?

We work solely with the independent financial adviser community across Wales. We manage bespoke portfolios for investors with a minimum initial investment of £250,000.

What differentiates your region?

In a world moving towards technology orientated interaction, we believe face-to-face interaction is still just as important. Local advisers appreciate this, as do their clients.

What challenges does your area face?

The onset of ‘vertical interaction’, whether it be adviser firms being bought out or investment management firms offering financial advice, is threatening the availability of true independent advice.

What’s the best thing about living in your area?

With an office nestled at the foothills of Brecon Beacons, Castle Coch in view from our windows, and less than half an hour from fantastic coastline, the scenery has to be top of the list.

What is a typical saying in your region?

I came round the corner and there was my bike... gone!

What is your office motto?

Here to help.

Are you bullish or bearish?

Generally, we are cautiously optimistic on equity markets.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Wealthify's Pearce: how online DFMs can build trust

Wealthify's Pearce: how online DFMs can build trust

In this video Cardiff-based Wealthify founder Michelle Pearce also discusses online DFM suitability failings and not being London-centric.

1 Comment Play Citywire Scotland: how wealth managers use new tech

Citywire Scotland: how wealth managers use new tech

We caught up with a few wealth managers at our annual event in Gleneagles to find out what technological innovations they are employing across their businesses.

1 Comment Play CEO Tapes: Buxton to Gilbert - ‘my Glencore quandary’

CEO Tapes: Buxton to Gilbert - ‘my Glencore quandary’

Do not miss the first two minutes of this film as Richard Buxton shares how he has been challenged by a client for owning shares in a certain company.

Read More
Your Business: Cover Star Club

Profile: why this Brewin manager went solo before hitting 30

1 Comment Profile: why this Brewin manager went solo before hitting 30

More and more wealth managers are striking out alone, but few have the bottle to attempt this in their 20s

Wealth Manager on Twitter