Brooks Macdonald
Brooks Macdonald FUM drops £1.8bn in nine months
Inflows of £200m could not offset negative market movements which took FUM back to March 2021 levels
Brooks Macdonald acquires financial planning firm
Deal adds £350m in assets under advice and around 650 clients
Brooks Macdonald reports ‘strong year’ despite 5% fall in FuM
Wealth manager is keen on more M&A deals but it does not want to become a consolidator
PEOPLE MOVES: Brooks Macdonald, Premier Miton, Lombard Odier
Wealth manager and investment firm hire global head of distribution
PEOPLE MOVES: Value Partners, Nutmeg, Brooks Macdonald Int’l
Asset manager names chief executive, as CEO steps down from digital wealth firm