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Wealth manager opens office in Birmingham

By Robbie Lawther, 31 Jan 22

It will allow the firm to expand its reach in the ‘key regional centre’

Brooks Macdonald Group has opened an office in Birmingham to meet growing demand in the region.

Replacing the former Leamington Spa office, the operation is set in the centre of the English city to better serve advisers and clients across the wider Midlands region.

The Birmingham office forms part of Brooks’ south west presence, alongside Cardiff, Cheltenham and Exeter.

Daniel Worthing, investment director and team head, will continue to lead the team who will provide a full range of investment management services to professional advisers, private clients, trusts and charities.

He said: “We have provided investment management in the region since 2013 and have a great understanding of the local marketplace. Our new office will enable us to expand our reach in this key regional centre. As the demand for quality investment advice increases, we will be ideally placed to capture further success and growth.”

The announcement follows the firm’s office opening in Southampton in January 2022. The group’s other offices are located in London, East Anglia, Cheltenham, Exeter, Leeds, Manchester, Tunbridge Wells, Scotland, Wales, Jersey, Guernsey and the Isle of Man.

Tags: Brooks Macdonald | UK Adviser

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.