Momentum Pensions adds lower-cost Qrops and Sipp products
Momentum Pensions is extending its product range to include lower-cost solutions for international clients to meet a rise in demand from investors with minimum funds of £20,000.
Brooks Macdonald
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Brooks Macdonald’s discretionary funds climb 5.5%
Brooks Macdonald Group has reported its discretionary funds under management rose 5.52% for the half year to 31 December versus the same period in 2014.
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Brooks Macdonald: US rate cycle the biggest risk out there
The number of risk profiles developed by bespoke wealth manager Brooks Macdonald has grown from one to 10. Jonathan Webster-Smith explains the investment process underpinning the model portfolio service he runs, as well as why he believes monetary policy is a driving force.
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Brooks Macdonald moves into Portugal with Generali tie-up
Brooks Macdonald has announced a move into Portugal with a deal making its discretionary investment services available through Generali PanEurope’s Private Wealth Portfolio (PWP).
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Brooks Macdonald expands discretionary services in S. Africa
Brooks Macdonald International has announced that its discretionary investment management services are now available to offshore investors in South Africa through the Sanlam Group’s Glacier platform.
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South Africa advisers should learn from UK’s RDR
South Africa’s asset managers need to learn from the UK’s Retail Distribution Review experience and work in partnership with financial advisers when implementing next year’s regulatory changes, according to Brooks Macdonald International’s business development director.
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Brooks McDonald FUM holds firm despite market slide
Brooks Macdonald Group has reported discretionary funds under management at the end of its first quarter of £7.33bn, marginally down on last quarter.
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EXCLUSIVE INTERVIEW: Brooks Macdonald Int’l wins $40m South Africa deal
Channel Island-based Brooks Macdonald International has won a mandate to manage half of a South African trust company’s offshore portfolios, less than four months after acquiring an intermediary licence.
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Brooks Macdonald creates deputy CEO role for Shepherd
Brooks MacDonald has appointed Andrew Shepherd to the newly created role of deputy chief executive.
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Brooks Macdonald exceeds own expectations as FUM climbs 13.1%
Brooks Macdonald’s discretionary funds under management edged closer towards the £7.5bn mark with a 13.1% increase in the year ending 30 June.
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Brooks Macdonald appoints new head of marketing
Brooks Macdonald Group has appointed a new head of group marketing from Brewin Dolphin.
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Brooks Macdonald Int’l enters South African advice market
Brooks Macdonald International (BMI) has been granted a license to provide advisory and intermediary services in South Africa.