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Fund manager

Brooks Macdonald was appointed by Thesis Unit Trust Management Limited to manage the Levitas funds.

Brooks Macdonald Group plc, through its various subsidiaries, provides leading investment management services in the UK and internationally. The company was founded in 1991 and began trading on AIM in 2005. The growth of Brooks Macdonald has been organic and has developed under stable management, with management and staff retaining considerable ownership of the business.

Brooks Macdonald has discretionary funds under management of £12.4bn as at 30 June 2018 and employs over 96 qualified investment managers, many of whom have come through the company's own trainee programme.

Brooks Macdonald Levitas investment team

Jonathan Webster-Smith

Lead fund manager

Jonathan joined Brooks Macdonald as a trainee investment manager in 2001, after graduating from the University of Southampton. He currently holds the position of Director, Head of Multi-Asset and is the lead manager of the Brooks Macdonald Managed Portfolio Service and Multi-Asset Fund range. He is also a member of our asset allocation committee.

Jonathan is a Chartered Member of the Chartered Institute for Securities & Investment.

Jonathan Webster-Smith


Mark Shields

Alternative Fund Manager

Mark joined Brooks Macdonald in 2007. He holds the position of Investment Director, Multi-Asset. Mark is responsible for co-managing the Brooks Macdonald Managed Portfolio Service and Multi-Asset Fund range.

Prior to joining Brooks Macdonald, Mark worked at Private Equity Intelligence for a year. He has over 10 years’ experience in financial services. Mark holds an Investment Management Certificate.

Mark Shields


Jim Mackie

Alternative Fund Manager

Jim joined Brooks Macdonald in 2014. He holds the position of Investment Director, Multi-Asset. Jim is responsible for assisting with the management of the Brooks Macdonald Managed Portfolio Service and Multi-Asset Fund range.

Prior to joining Brooks Macdonald, Jim worked at Vestra Wealth, Laing & Cruickshank and UBS Wealth Management. He has over 15 years’ experience in financial services.

Jim is a Chartered Member of the Chartered Institute for Securities & Investment.

 

Jim Mackie


Frank Atkins

Alternative Fund Manager

Frank joined Brooks Macdonald in 2010, he holds the position of Investment Manager, Multi-Asset. Frank is responsible for assisting in the management of the Brooks Macdonald Managed Portfolio Service and Multi-Asset Fund range. This includes acting as a secondary dealer and providing analysis of performance data and market research.

Prior to joining Brooks Macdonald, Frank worked for Barclays Wealth. He has over 10 years’ experience in financial services. Frank holds an Investment Management Certificate.

 

Frank Atkins

Brooks Macdonald is a trading name of Brooks Macdonald Group plc used by various companies in the Brooks Macdonald group of companies.

The Levitas fund range is managed by Brooks Macdonald Asset Management Limited.

Brooks Macdonald Asset Management Limited and Brooks Macdonald Funds Limited are authorised and regulated by the Financial Conduct Authority. Registered in England No 3417519. Registered office: 72 Welbeck Street, London W1G 0AY.

More information about the Brooks Macdonald Group can be found at www.brooksmacdonald.com.