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