The office opening underscores the role of wealth managers who are serving the UK regions on the ground.
Brooks Maconald, the UK wealth manager, has opened a new office in Birmingham, replacing the former office in Leamington Spa, in order to improve its services to clients across the Midlands region.
The Birmingham office forms part of the company’s South West region, alongside Cardiff, Cheltenham and Exeter.
Daniel Worthing, investment director and team head, who will continue to lead the team, will provide a full range of investment management services to professional advisors, private clients, trusts and charities.
“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,” Worthing said.
The announcement follows the opening of a new office 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.
The office opening underscores the role of wealth managers who are serving the UK regions on the ground. This news service has interviewed a number of firms about their regional strategy, as seen here and here.
Brooks Macdonald oversees £17.3 billion ($23.2 billion) of assets.