Brooks Macdonald hires AIM-focused investment director
Joe Capaldi joins from Charlotte Square Investment Managers
Joe Capaldi joins from Charlotte Square Investment Managers
He will lead both firms until they integrate in 2023, at which point he will lead the single business
It has created four roles in its distribution team
Former LGT Vestra partner Mark Livesey joins the firm following a career break
Dean Swindell held roles at Brewin Dolphin and WHI Stockbrokers
Brad Reynolds will co-manage the firm’s Metaverse equity strategy
After five years as co-lead on multi-manager and core income fund ranges
Charalee Hoelzl and Akash Bhanot join the firm’s equity team as analysts
Kiran Nandra-Koehrer and Matthew Morgan fill the positions
Richard Oates has been promoted from head of UK institutional, while Ryan Cosson joins as regional sales manager
Dan Olley is set to take over in the new year
Nick Davis joins the wealth manager from Permira