Executive Summary

Brooks Macdonald is an integrated private client discretionary asset management and financial advisory group. Asset Management provides discretionary portfolio management to private clients, charities, self invested personal pensions and trusts whereas Financial Consulting provides a comprehensive, fee based financial management service across a range of clients.

 

Company History

 

Current Events

 

Business Model

 

Products/Services

 

Segments/Customers

 

Production/Operations

 

Distribution/Routes to Market

 

Market & Competition

 

Market Share

 

Main Competitors

 

Competitive Strengths and Weaknesses

 

Management

 

Financials

 

Profit & Loss

 

Balance sheet

 

Cashflow

 

Valuation

 

Comparable Companies

 

SWOT Analysis

 

Strengths

 

Weaknesses

 

Opportunities

 

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