PEOPLE MOVES: Brooks Macdonald, Premier Miton, Lombard Odier
Wealth manager and investment firm hire global head of distribution
Brooks Macdonald
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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
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£300m offer rejected for UK investment manager
Approach was reportedly made in December 2021
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Brooks Macdonald partners with UK cricket trade body
To provide financial advice, guidance and education to the association’s members
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Wealth manager opens office in Birmingham
It will allow the firm to expand its reach in the ‘key regional centre’
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Waverton mourns passing of Andrew Denham-Davis
‘Force of nature’ ex-Brooks Macdonald business development director ‘believed in wearing out shoe leather’
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Wealth manager opens office in Southampton
Firm says it is ‘perfect time’ to grow its presence in the region
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Sigh of relief for South African expats?
As Treasury cancels plans to introduce exit tax on retirement interest
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Brooks Macdonald secures Isle of Man licence
Two months after unveiling expansion plans