Profile
Ms. Lucy L.
Taylor is an Investment Director at Brooks Macdonald Asset Management Ltd.
She joined the firm in 2007 and manages bespoke discretionary portfolios on behalf of a range of clients.
She sits on the UK stocks research team and has over 19 years of experience in financial services, predominantly working with high net worth individuals.
Prior to joining Brooks Macdonald, Ms. Taylor worked at Fortis Private Investment Management.
She holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and is a Chartered Fellow of the CISI.
She was also listed on CityWealth’s Leaders List in 2015, 2016 and 2017 and shortlisted at the inaugural Investment Week Women in Investment awards, in the category of Investment Woman of the Year (small to medium firm).
Former positions of Lucy Louise Taylor
Companies | Position | End |
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Brooks Macdonald Asset Management Ltd.
Brooks Macdonald Asset Management Ltd. Investment ManagersFinance Brooks Macdonald Asset Management Ltd. (BMAM) is the specialist investment subsidiary of Brooks MacDonald Group Plc (LON: BRK) in Great Britain. The firm was founded by Jonathan Gumpel and Richard Spencer in 1997 as Brooks Macdonald Gayer Asset Management Ltd. and changed their name to Brooks Macdonald Asset Management Ltd. in 2002. BMAM is headquartered in London with offices throughout Great Britain. They offer a range of investment management services and advice to individuals, pension funds, institutions, charities and trusts in the UK and internationally. | Portfolio Manager-Equities | 11/06/2019 |
Experiences
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1st degree connections
1st degree companies
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Female
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Private companies | 1 |
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Brooks Macdonald Asset Management Ltd.
Brooks Macdonald Asset Management Ltd. Investment ManagersFinance Brooks Macdonald Asset Management Ltd. (BMAM) is the specialist investment subsidiary of Brooks MacDonald Group Plc (LON: BRK) in Great Britain. The firm was founded by Jonathan Gumpel and Richard Spencer in 1997 as Brooks Macdonald Gayer Asset Management Ltd. and changed their name to Brooks Macdonald Asset Management Ltd. in 2002. BMAM is headquartered in London with offices throughout Great Britain. They offer a range of investment management services and advice to individuals, pension funds, institutions, charities and trusts in the UK and internationally. | Finance |
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- Lucy Louise Taylor