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Brooks Macdonald – wealth management sector value?

By Tom Winnifrith & Steve Moore | Friday 19 April 2024


Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.


An agreed takeover recently of UK wealth and asset management company Mattioli Woods (MTW) has seen us win for the second time there and note there is a lot of M&A in this space. So we now again turn to the sector for value and healthy dividends whilst we wait for that value to be realised. Brooks Macdonald Group (BRK) is also a wealth management services provider. It offers outsourced discretionary investment management for intermediaries and advice-led integrated wealth management for private clients and is also a fund manager to a range of onshore and international funds with offices including in London, Birmingham, East Anglia, Exeter, Leeds, Manchester, Nuneaton, Southampton, Tunbridge Wells, Scotland, Wales, Jersey, Guernsey and Isle of Man.
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