Brooks Macdonald (BRK)

Brooks Macdonald Group plc is an integrated wealth management group, consists of three principal companies: Brooks Macdonald Asset Management Limited; Brooks Macdonald Financial Consulting Limited, which provides a bespoke, fee based, investment management service to private high net worth individuals, charities and trusts, and also provides in-house custody, nominee and dealing services; Brooks Macdonald Funds Limited, which provides fee-based, independent advice to high net worth individuals, families and businesses, and Brooks Macdonald Financial Consulting Limited, which acts as fund manager to its regulated open ended investment Companies, under the name Brooks Macdonald Funds, as well as providing specialist funds in the property and structured return sectors. It also manages property assets on behalf of the funds and other clients. Its segments include investment management, financial planning, and fund and property management. On July 1, 2012, it acquired JPAM Limited.

Directors: Christopher Macdonald (CEO) , Simon Jackson (Fin. Dir.) 52, Jonathan Gumpel (Exec. Dir.) 44, Nicholas Holmes (Exec. Dir.) 41, Nicholas Lawes (Exec. Dir.) 49, Andrew Shepherd (Exec. Dir.) 39, Richard Spencer (Exec. Dir.) 48, Simon Wombwell (Exec. Dir.) 51,

No. of Employees: 284 No. of Shareholders: n/a

Last Annual	June 30th, 2012
Last Interim	December 31st, 2012
Shares in Issue	13,338,680
Free Float	10.2m (76.4%)

Sector	Financials
Industry	Investment Banking & Investment Services
Index	FTSE Aim All Share, FTSE Aim 100, FTSE Aim UK 50,
Exchange	London Stock Exchange (AIM)
Eligible for	an ISA? a SIPP?