Tatton tops Defaqto DFM satisfaction study
Brooks Macdonald and Waverton Investment Management also performed well
Brooks Macdonald
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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
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CIO Edward Park leaves Brooks Macdonald
Departs after 15 years at the firm
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Brooks Macdonald’s Walker: How to navigate 2024’s economic crossroads
The head of the firm’s investment specialist team discusses AI, the rise in bond yields and a mixed picture for economic growth
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Brooks Macdonald to make 55 job cuts
Resulting in an annual staff reduction cost of £4m
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Brooks Macdonald profits dip 12.2% despite £1.3bn MPS inflow
Underlying profits dropped to £30.3m from £34.5m for the year to 30 June
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Ex-Brooks Macdonald deputy head launches DFM
Five Horizons has been created under the umbrella of P1 Investment Services