PEOPLE MOVES: Brooks Macdonald, Barnett Waddingham, Moneyfarm
Head of responsible investments departs wealth manager, while consultancy firm hires CEO of Sipp arm
Brooks Macdonald
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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
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PEOPLE MOVES: Brooks Macdonald, Premier Miton, Lombard Odier
Wealth manager and investment firm hire global head of distribution
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PEOPLE MOVES: Value Partners, Nutmeg, Brooks Macdonald Int’l
Asset manager names chief executive, as CEO steps down from digital wealth firm
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7IM set for £400m sale?
Months after reportedly rebuffing a takeover offer
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Brooks Macdonald acquires IFA firm
Deal adds funds under management of £250m
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Brooks Macdonald rolls out investing network for HNW women
It is available to female savers with at least £500,000 of investable assets