Brooks Macdonald Group plc provides leading investment management services in the UK and internationally. The Group, which was founded in 1991, began trading on AIM in 2005, has Discretionary Funds under Management of £15.5 billion as at January 2021.Brooks Macdonald offers a range of investment management services to private high net worth individuals, pension funds, institutions and trusts. The Group also provides financial planning as well as offshore investment management and acts as fund manager to a regulated OEIC providing a range of risk-managed multi-asset funds and a specialised absolute return fund.The Group has twelve offices across the UK and Channel Islands including London, East Anglia, Hampshire, Leamington Spa, Leeds, Manchester, Taunton, Tunbridge Wells, Scotland, Wales, Jersey and Guernsey.
Hawksmoor Fund Managers manage three multi-asset fund-of-funds, including the award winning Vanbrugh and Distribution Funds, with eleven and eight year track records respectively, and the Global Opportunities Fund launched in September 2018. These Funds use collective investments, including investment trusts, to gain access to opportunities across a broad range of asset classes. All of our Funds are subject to the same rigorous investment process which enables our investors to access best in class active managers and parts of the market that others cannot reach. Hawksmoor Fund Managers is a trading name of Hawksmoor Investment Management which specialises in providing high quality discretionary management services for private clients including trusts, pension schemes and charities.
HSBC Multi Asset – A solution for every clientOur Multi-Asset suite of products continue to offer strong risk adjusted performance despite the recent challenging market backdrop. Our broad and diverse Multi-Asset range provides you with a complete toolkit of solutions for every one of your clients, from our low cost Managed Portfolio Service solution to our sustainable ESG-focused funds. Arthur and Camilla will discuss the challenges and opportunities presented by Multi-Asset investing and how a robust and disciplined investing framework is essential for delivering a persistent and reliable return profile.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $227 billion in assets under advisement and management as of Dec. 31, 2020. The Company has operations in 29 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on Twitter @MorningstarInc.
As a global investment manager, our overall purpose is to help build the long-term future prosperity of our clients. We recognise that we have an important role to play in shaping our clients’ futures as well as having a strong focus on doing the right thing for our people, our suppliers and for society more widely. In order to deliver for our stakeholders, we prioritise growing a sustainable business that takes a long-term approach. We are responsible for £500.2 billion* of assets for our clients who trust us to deliver sustainable returns. Our company operates in 35 locations with over 4,600 employees. Our investment teams are based around the world, close to our clients and close to the markets in which they invest. To find out more about Schroders and our latest insights, visit www.schroders.co.uk/adviser*Schroders, as at 31 December 2019. Issued by Schroder Investment Management Limited. Registration No 1893220 England. Authorised and regulated by the Financial Conduct Authority.