Insights

Growing Financial Planning Brooks Macdonald has recently launched Brooks Financial as a distinct brand, indicating an opportunity to introduce specialized financial planning solutions or technology integrations tailored for its expanding advisory services.

Retirement Solutions Expansion The recent rollout of a suite of retirement investment options suggests a strong market demand for tailored retirement planning products, presenting an opportunity to offer complementary retirement-focused financial tools or asset management services.

Global Portfolio Offerings The introduction of the Global Managed Portfolio Service expands their investment solutions, creating potential sales avenues for international investment platforms, portfolio management software, or advisory services focused on global asset allocation.

Strategic Acquisitions The acquisition of LIFT-Invest plc for nearly 56 million pounds signals an appetite for strategic growth through mergers, which could open doors for joint ventures, integration opportunities, or technology partnership prospects in the financial services sector.

Leadership & Talent Growth Recent hires of senior investment managers and business development leaders highlight a focus on strengthening advisory capabilities and client relationships, indicating a potential for upselling advanced analytics, CRM solutions, or sales enablement tools to support these initiatives.

Brooks Macdonald Tech Stack

Brooks Macdonald uses 8 technology products and services including Cloudflare CDN, Drupal, CookieYes, and more. Explore Brooks Macdonald's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • Drupal
    Content Management System
  • CookieYes
    Cookie Compliance
  • Hyperion
    Corporate Performance Management
  • IBM
    IT
  • Office 365
    Office Suites
  • Cloudflare Bot Management
    Security
  • Google Analytics
    Web Analytics

Media & News

Brooks Macdonald's Email Address Formats

Brooks Macdonald uses at least 1 format(s):
Brooks Macdonald Email FormatsExamplePercentage
First.Last@brooksmacdonald.comJohn.Doe@brooksmacdonald.com
95%
FirstL@brooksmacdonald.comJohnD@brooksmacdonald.com
3%
First.MiddleLast@brooksmacdonald.comJohn.MichaelDoe@brooksmacdonald.com
1%
First@brooksmacdonald.comJohn@brooksmacdonald.com
1%

Frequently Asked Questions

What is Brooks Macdonald's phone number?

Minus sign iconPlus sign icon
You can contact Brooks Macdonald's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Brooks Macdonald's official website and social media links?

Minus sign iconPlus sign icon
Brooks Macdonald's official website is brooksmacdonald.com and has social profiles on LinkedIn.

What is Brooks Macdonald's SIC code NAICS code?

Minus sign iconPlus sign icon
Brooks Macdonald's SIC code is 6029 - Commercial Banks, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Brooks Macdonald have currently?

Minus sign iconPlus sign icon
As of December 2025, Brooks Macdonald has approximately 487 employees across 4 continents, including EuropeNorth AmericaAfrica. Key team members include Chief Executive Officer: A. M.Chief People Officer: D. D.Chief Commercial Officer: R. E.. Explore Brooks Macdonald's employee directory with LeadIQ.

What industry does Brooks Macdonald belong to?

Minus sign iconPlus sign icon
Brooks Macdonald operates in the Financial Services industry.

What technology does Brooks Macdonald use?

Minus sign iconPlus sign icon
Brooks Macdonald's tech stack includes Cloudflare CDNDrupalCookieYesHyperionIBMOffice 365Cloudflare Bot ManagementGoogle Analytics.

What is Brooks Macdonald's email format?

Minus sign iconPlus sign icon
Brooks Macdonald's email format typically follows the pattern of First.Last@brooksmacdonald.com. Find more Brooks Macdonald email formats with LeadIQ.

When was Brooks Macdonald founded?

Minus sign iconPlus sign icon
Brooks Macdonald was founded in 1991.

Brooks Macdonald

Financial ServicesEngland, United Kingdom201-500 Employees

At Brooks Macdonald, our aim is to enhance our clients’ wealth through the provision of our investment solutions.

We seek to build trusting relationships founded on the professionalism of our people, who are selected for their ability to relate to clients, analytical skills, outlook and drive. Our employees have allowed us to instil a culture that supports consistency in every aspect of our business.

Together with our transparent investment process, this allows us to partner with professional advisers to complement their services and benefit our mutual clients. These include private investors, trusts, charities, pension funds and institutions.

Investing carries risk. Investment means that your capital is at risk and that there is no certainty that you will receive your capital back or that a positive return on your investment will be made. Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain. Investment may not be suitable for everybody and potential investors should take their own independent advice.

Section iconCompany Overview

Phone number
SIC Code
6029 - Commercial Banks, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
201-500

Section iconFunding & Financials

  • $500M$1B

    Brooks Macdonald's revenue is estimated to be in the range of $500M$1B

Section iconFunding & Financials

  • $500M$1B

    Brooks Macdonald's revenue is estimated to be in the range of $500M$1B

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.