How will South Africa greylisting impact the advice market?
It becomes the second G20 country to warrant increased monitoring
Brooks Macdonald
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Brooks Macdonald joins forces with Intelliflo
To bolster its advice tech offering
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PEOPLE MOVES: CII, Saltus, Ocorian
COO to step down from professional body, as wealth firm makes c-suite change
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PEOPLE MOVES: STM, Brooks Macdonald, LGT
Financial services group names global head of business development, while wealth manager makes senior hires
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PEOPLE MOVES: Brooks Macdonald, Sigma, Tenet&You
Chairman leaves investment manager, while UAE wealth firm names managing partner
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PEOPLE MOVES: Brooks Macdonald, Barnett Waddingham, Moneyfarm
Head of responsible investments departs wealth manager, while consultancy firm hires CEO of Sipp arm
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PEOPLE MOVES: Brooks Macdonald, Rathbones, Allfunds
CFO and COO to leave wealth manager, as investment firm hires chief client officer
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Are there enough decumulation products?
As the industry continues to shift from DB schemes to alternative retirement income strategies
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PEOPLE MOVES: Julius Baer, Titan Wealth, Brooks Macdonald
Private bank bolsters Dubai operation, as DFM hires head of sales
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Brooks Macdonald FUM drops £1.8bn in nine months
Inflows of £200m could not offset negative market movements which took FUM back to March 2021 levels
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Brooks Macdonald acquires financial planning firm
Deal adds £350m in assets under advice and around 650 clients
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Brooks Macdonald reports ‘strong year’ despite 5% fall in FuM
Wealth manager is keen on more M&A deals but it does not want to become a consolidator