Brooks Macdonald Int’l eyes global coverage for UK offerings
IA spoke to the firm about pension decumulation, responsible investing and strategic partnerships
Brooks Macdonald
-
-
DIY vs advice: is self-made investing worth the effort?
Investec remains sceptical as it closes robo-advice business amid financial losses
-
Brooks Macdonald to unveil pension decumulation service
It will help clients with short-term sequencing risk and the longer-term issue of inflation
-
Brooks Macdonald International CEO exits
Changes made as firm calls operation important part of group and its future growth strategy
-
PEOPLE MOVES: Lombard Odier, Jersey Finance, CISI
Managing partner named by Lombard, with Jersey Finance making changes at the top
-
Brooks Macdonald International reports half-year FUM drop
International business hit by loss of a client-facing team, while UK had tough December
-
PEOPLE MOVES: MIA, Merian Global Investors, MetLife
Manx Insurance Association chairman replaced, while Merian and Metlife make CEO changes
-
Inflows soften at Nucleus and Brooks Macdonald
Volatility sees platform’s net inflows drop 10% quarter-on-quarter, while DFM’s UK growth halves
-
Second Brooks Macdonald man jumps ship in Jersey
Canaccord raids Brooks Macdonald International for intermediaries, HNWI, and charities push
-
Canaccord appoints Jersey head from Brooks Mcdonald
New office head joins Canaccord Genuity Wealth Management after seven years at Brooks
-
PEOPLE MOVES: Phoenix, River and Mercantile, Stenham
Phoenix names senior leadership in wake of Standard Life acquisition, Stenham Wealth appoints RBC alumni in Jersey, and River and Mercantile names Australian rugby legend to lead ops down under.
-
Dubai IFA launches Brooks Macdonald powered savings plan
Dubai-based financial adviser Abacus Financial Consultants has launched a long-term savings product to “go up against the life companies”.