Brooks Macdonald buys Wales-based financial planner
CST Wealth Management has assets under advice of around £170m
Brooks Macdonald
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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
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Andrew Shepherd to retire as Brooks Macdonald group CEO
CFO Andrea Montague will become group CEO from October this year, subject to regulatory approval
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Brooks Macdonald partners with mental health charity for sportspeople
Wealth manager joining forces with Sporting Wellness
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Brooks Macdonald AUM increases despite outflows in Q3 results
Gross outflows remained ‘elevated’ due to challenging macroeconomic backdrop