Andrea Montague

Brooks Macdonald: Outflows remain steady amid Budget uncertainty

Net outflows for Q1 stood at £0.1bn, representing 0.7% of funds under management

October 16, 2024
Andrew Shepherd to retire as Brooks Macdonald group CEO

CFO Andrea Montague will become group CEO from October this year, subject to regulatory approval

June 24, 2024

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Portfolio Adviser is a monthly news magazine and daily news web site aimed at wealth managers , investment IFAs and other professional fund pickers and asset allocators in the UK and Channel Islands. No news, articles or content may be reproduced in part or in full without express permission of Portfolio Adviser.

Andrea Montague

Brooks Macdonald: Outflows remain steady amid Budget uncertainty

Andrew Shepherd to retire as Brooks Macdonald group CEO

An active edge

Lessons from a decade in absolute return investing