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BROOKS MACDONALD GROUP PLC — Investor Relations & Filings

Ticker · BRK ISIN · GB00B067N833 LEI · 213800WRDF8LB8MIEX37 IL Financial and insurance activities
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Filings indexed 1,910 across all filing types
Latest filing 2026-04-27 Major Shareholding Noti…
Country GB United Kingdom
Listing IL BRK

About BROOKS MACDONALD GROUP PLC

https://www.brooksmacdonald.com/

Brooks Macdonald Group PLC is a wealth management firm that provides personalized investment management, financial planning, and related services. Founded in 1991, the company offers a range of solutions including discretionary investment management, bespoke portfolio services, managed portfolio services, and offshore fund management. It serves a diverse client base of private individuals, families, trusts, and charities. The firm also partners with financial advisers, solicitors, and accountants to deliver integrated wealth management solutions for their clients, focusing on tailored service to achieve specific financial goals.

Recent filings

Filing Released Lang Actions
Form 8.3 - LondonMetric Property plc and Schroder
Major Shareholding Notification Classification · 1% confidence The document is a public opening position disclosure (Form 8.3) under Rule 8.3 of the UK Takeover Code, reporting interests in relevant securities representing 1% or more in a target during a takeover situation. This corresponds to a major shareholding notification rather than a director insider dealing or other filing type.
2026-04-27 English
Form 8.3 - LondonMetric Property plc and Schroder
Regulatory Filings Classification · 1% confidence The document is an RNS announcement (RNS Number: 8884B) containing a Form 8.3 public opening position/dealing disclosure under Rule 8.3 of the UK Takeover Code. It is a mandatory regulatory announcement of shareholdings and dealings by a party with interests in relevant securities, not an earnings release, management report, or board change. It does not represent an Annual Report, Interim Report, Capital Update, or other specific category but is a regulatory filing under the London Stock Exchange’s RNS service. It therefore falls under the fallback category “Regulatory Filings” (RNS).
2026-04-24 English
Form 8.3 - Advanced Medical Solutions Group plc
Major Shareholding Notification Classification · 1% confidence The document is a London Stock Exchange RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure by a person with interests in relevant securities representing 1% or more.” It details the holdings and recent trades by Brooks Macdonald Asset Management in Advanced Medical Solutions Group Plc, disclosing a 1.00% position and share sales. This is a notification of a major shareholding threshold (1%) and related dealings, matching the Major Shareholding Notification category (Code: MRQ).
2026-04-23 English
Form 8.3- LondonMetric Property plc and Schroder
Major Shareholding Notification Classification · 1% confidence The document is a Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the UK Takeover Code, showing share interests and trades by Brooks Macdonald Group plc in LondonMetric Property plc and Schroder REIT. It is a mandatory notification of significant share ownership levels and dealings, matching a Major Shareholding Notification. Therefore, it falls under MRQ.
2026-04-23 English
Form 8.3 - Advanced Medical Solutions Group plc
Major Shareholding Notification Classification · 1% confidence The document is an RNS Form 8.3 disclosure under Rule 8.3 of the UK Takeover Code, detailing an opening position and subsequent dealing by Brooks Macdonald Asset Management with respect to a 1%+ stake in Advanced Medical Solutions Group plc. This is a public notification of a major shareholding crossing the 1% threshold by an institutional investor. It is therefore classified as a Major Shareholding Notification (MRQ).
2026-04-22 English
Form 8.3 - Picton Property Income Limited
Major Shareholding Notification Classification · 1% confidence The document is an RNS Form 8.3 disclosure under Rule 8.3 of the UK Takeover Code, showing a person’s opening position and dealing disclosure where they hold 1%+ of the target’s securities. This is a notification of a significant shareholding level and related transaction, matching our “Major Shareholding Notification” category.
2026-04-22 English

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