Brooks Macdonald seeks LSE main market listing
Brooks first listed on Aim in 2005, with the move to the main market expected to complete by the end of March
Brooks Macdonald
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PEOPLE MOVES: Schroders, the CISI, Close Brothers, Brooks Macdonald, Aviva Investors, Hurst Point Group
Philip Chandler becomes CIO of Schroder Investment Solutions
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Brooks Macdonald and Rathbones make distribution hires
James Goward and Ben Johnson join Brooks Macdonald, while Rathbones has hired Schroders’ Kim Nelson
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Brooks Macdonald buys Wales-based financial planner
CST Wealth Management has assets under advice of around £170m
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Brooks Macdonald: Outflows remain steady amid Budget uncertainty
Net outflows for Q1 stood at £0.1bn, representing 0.7% of funds under management
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Brooks Macdonald snaps-up financial planner LIFT
LIFT is headquartered in Greater Manchester, with offices in London and Edinburgh
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7IM teams-up with Brooks Macdonald to offer MPS
Active and passive options now available
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Brooks Macdonald acquires Norwich-based financial planner
The IFA firm has £890m in assets under advice across 1,600 personal clients
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Brooks Macdonald sells international arm to CGWM as it seeks to simplify business
‘We are redefining our strategy to reignite growth’, incoming CEO Andrea Montague said in the firm’s annual results
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PEOPLE MOVES: Brooks Macdonald, 7IM, Binary Capital, Allianz GI, SVM, Capital Group
Brooks Macdonald adds head of adviser solutions
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Brooks Macdonald hires former Rathbones man as head of adviser solutions
He will lead the firm’s outsourced investment management offering for IFAs
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PEOPLE MOVES: Brooks Macdonald, Close Brothers, Canaccord Genuity WM, Rathbones, LGIM, JPMorgan AM
Andrew Shepherd to retire