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Seek to provide a moderate return achieved through investment in Corporate Bond and Gilt Funds with a limited exposure to UK Equity and Property Funds. When compared to the Cautious Strategy, this Strategy introduces a small exposure to UK Equity Funds and contains a reduced exposure to Cash Funds. Much of the growth in value achieved by this Strategy will be through the generation of income, which will be distributed to shareholders and reinvested. Investment in this Strategy carries a modest risk of loss to capital value and return.
Name | Title | Since | Until |
---|---|---|---|
Ben Chandler | - | 2020 | Now |
Biography | Ben joined Brooks Macdonald in 2017 and is responsible for the management of discretionary portfolios on behalf of some of our fiduciary, institutional and private clients. Ben is co-head of our Multi Asset Class Strategy Teams and is a voting member of our Asset Allocation Committee. Ben is also a voting member of our Direct Equity Strategy Team. With over 21 years’ experience in financial services, Ben holds the Certificate in Private Client Investment Advice & Management (PCIAM) and is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). | ||
Andrew Prosser | - | 2020 | Now |
Biography | Andrew joined Brooks Macdonald in 2016 and is responsible for portfolio construction research. He sits on a number of strategy committees. Prior to joining Brooks Macdonald, Andrew worked at Ernst and Young. He has worked in financial services since 2012. Andrew is a Chartered Financial Analyst Charterholder, a Chartered Accountant, and holds the Investment Management Certificate (Level 4). | ||
Andy Alford | - | 2020 | Now |
Biography | Andy joined Brooks Macdonald in 2016 and is responsible for the management of discretionary portfolios on behalf of some of our fiduciary, institutional and private clients. He chairs both the BMI International Stocks team and the Direct Equity Strategy. He is also a voting member of the BMI Multi Asset Class Strategy Team. He has over 16 years’ experience in financial services. Andy holds the Investment Management Certificate (IMC), the CISI level 6 Certificate in Private Client Investment Advice & Management (PCIAM) and is a Chartered Member of the Chartered Institute for Securities & Investment (CISI). | ||
Matthew Richards | - | 2020 | Now |
Biography | Matthew joined Brooks Macdonald in 2019 and is responsible for portfolio construction research and performance reporting. Prior to joining Brooks Macdonald, Matthew worked at HSBC. He has over 5 years' experience in financial services. Matthew is a Member of the Chartered Institute for Securities & Investment (CISI) and he holds a BSc in International Financial Service as well as the Investment Advice Diploma. He is currently undertaking the Private Client Investment and Advice Management (PCIAM) exam. |
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