The new office will play a pivotal role in providing high-quality investment services in the Midlands to advisers and clients.
Brooks Macdonald Group plc, a leading wealth manager with £17.3 billion in funds under management, announced today that it has opened a new office in Birmingham to meet growing demand in the region. Replacing the former Leamington Spa office, the new office is set in the centre of Birmingham to better serve advisers and clients across the wider Midlands region.
The Birmingham office forms part of our South West region, 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.
Daniel Worthing commented: “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 new office opening in Southampton’s central business district 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.