How South African HNW tax unit will impact financial advice
A wealth tax was widely rumoured, but will a taskforce targeting the rich achieve the same goal?
Brooks Macdonald
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Lloyds deal sparks 59% surge in Brooks Macdonald Int’l FuM
Group funds under management hit record £15.5bn
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PEOPLE MOVES: Benchmark Capital, Indosuez WM, Quilter
Schroders subsidiary hires wealth director, while global firm names head of Middle East
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Brooks Macdonald International issues scam warning
It is targeting investment management clients
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Brooks Macdonald removes VAT from MPS offering
This will apply to the firm’s custody model portfolio service and clients held on third-party platforms
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Brooks Macdonald agrees strategic tech partnership
In a bid to bolster its offering to intermediaries
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Brooks Macdonald Int’l agrees settlement with Jersey regulator
After an investigation into the quality of information and suitability of advice given to clients
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Canadian bank buys £9.2m stake in Brooks Macdonald
As Liontrust increases its shareholding in the investment manager
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PEOPLE MOVES: Brooks Macdonald, Shard Capital, Raffles FO
Investment manager names CIO, while wealth firm makes c-suite change
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Brooks Macdonald plans to bolster adviser offering
Company reveals partnership with wealthtech firm and admits it will ‘continue to look at’ M&A deals
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PEOPLE MOVES: HSBC Life, Brooks Macdonald, Pinebridge
Life insurer shuffles c-suite, as wealth firm names head of responsible investments
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PEOPLE MOVES: Beaufort Financial, Barclays, Brown Shipley
Wealth firm hires head of advice, while private bank creates global family office role