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Brooks Macdonald expands services for international clients

Brooks Macdonald expands services for international clients

Monday 14 September 2020

Brooks Macdonald expands services for international clients


Investment management firm, Brooks Macdonald, will be expanding its Responsible Investment Service (RIS) to International clients for the first time.

This announcement coincides with the company’s new Suitability Discussion Guide for advisers in response to the increased demand for ESG investing, as well as the promotion of UK-based Ben Palmer to Head of Responsible Investment.

The firm says that the Suitability Discussion Guide is designed to enable advisers to easily identify strategies that match their clients’ responsible investment preferences.

In his new role as Head of Responsible investment, Mr Palmer will lead and develop Brooks Macdonald’s commitment to responsible investment, with a focus on the firm’s sustainable and long-term contribution to the sector.

Commenting on his new appointment, he said: “I’m delighted to be heading responsible investment at Brooks Macdonald and look forward to taking the business to the next stage.  We've already recognised that the pandemic has not diverted investors from responsible investing – if anything, it’s accelerated our ‘social’ awareness and we know we have a key role to play in helping advisers identify and provide suitable solutions for a growing number of clients.”

Andrew Shepherd, CEO of Brooks Macdonald International, added: “The Channel Islands are positioning themselves as expert hubs in the ESG space and we are certainly seeing a rise in demand amongst international clients, trustees and advisers for responsible investing solutions. To that end, I’m delighted to add the Brooks Macdonald Responsible Investment Service to our International proposition as we continue to deliver cutting-edge solutions to investors from Guernsey and Jersey.”

Pictured: Andrew Shepherd, CEO of Brooks Macdonald International

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