The Channel Islands subsidiary of independent investment manager Brooks Macdonald has been recognised for its commitment to transparency and due diligence having been granted the prestigious ‘ARC 3D Award’.
Granted by Asset Risk Consultants (ARC), an independent investment consultant to private clients, charities, family offices, professional trustees and their advisers, the Award is a validation of an investment manager’s commitment to the principles of transparency, engagement and integrity.
In being assessed for the Award, Brooks Macdonald’s businesses in both Guernsey and Jersey had to successfully meet a number of strict criteria in relation to its approach to due diligence, its client investment performance, the quality of its people, and its investment philosophy and processes.
Commenting on the award, Kevin Boscher, Chief Investment Officer, International, Brooks Macdonald, said:
“The assessment undertaken by ARC in granting this award is recognised as being the most comprehensive programme of research undertaken in the investment management industry. In tandem with strong investment performance, a clear commitment to transparency and high standards of oversight and integrity are absolutely vital in modern investment management business. Against that backdrop, this ARC 3D Award is a real differentiator for us in the Channel Islands market.”
Adam Riddell or Mike Sunier
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Notes to editors:
Brooks Macdonald Group plc, through its various subsidiaries, provides leading investment management services in the UK and internationally. The Group, which was founded in 1991 and began trading on AIM in 2005, had discretionary funds under management (FUM) of £9.33bn as at 31 December 2016.
Through its core divisions, Brooks Macdonald offers a range of investment management services to private high net worth individuals, pension funds, institutions, charities and trusts. The Group also provides financial planning as well as offshore fund management and administration services and acts as fund manager to regulated OEICs, providing specialist funds in the property and structured return sectors and managing property assets on behalf of these funds and other clients.
The Group has twelve offices across the UK and the Channel Islands including London, Edinburgh, Guernsey, Hale, Hampshire, Jersey, Leamington Spa, Manchester, Taunton, Tunbridge Wells and York.