Brooks Macdonald hires former Rathbones man as head of adviser solutions
He will lead the firm’s outsourced investment management offering for IFAs
Brooks Macdonald
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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
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Tatton tops Defaqto DFM satisfaction study
Brooks Macdonald and Waverton Investment Management also performed well
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Brooks Macdonald names new head of wealth
Alex Charalambous to take on the role from 8 April
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Pre-tax profit increases by 18% for Brooks Macdonald in half-year results
However, International arm of the business is undergoing strategic review
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Evelyn Partners hires Brooks Macdonald’s Edward Park
Park to become chief asset management officer
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PEOPLE MOVES: Quilter, Brooks Macdonald, M&G
Multiple appointments at Quilter and Brooks Macdonald
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Brooks Macdonald splits CIO role to succeed Park
Head of research Richard Larner and senior portfolio director Michael Toolan step up to the joint role
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Brooks Macdonald MPS assets climb to £3.9bn but firm sees £100m net outflow
BM Investment Solutions offering for advisers contributed to 7.3% rise