Brooks Macdonald AUM increases despite outflows in Q3 results
Gross outflows remained ‘elevated’ due to challenging macroeconomic backdrop
Gross outflows remained ‘elevated’ due to challenging macroeconomic backdrop
Alex Charalambous to take on the role from 8 April
However, International arm of the business is undergoing strategic review
Park to become chief asset management officer
Head of research Richard Larner and senior portfolio director Michael Toolan step up to the joint role
Mark O’Connor becomes managing director for Channel Islands and Isle of Man
Brings 20 years of experience to role
BM Investment Solutions offering for advisers contributed to 7.3% rise
Departs after 15 years at the firm
The head of the firm’s investment specialist team discusses AI, the rise in bond yields and a mixed picture for economic growth
Brooks Macdonald CEO discusses ensuring consistent investment outcomes, the value of peace of mind, the advice gap and the importance of identifying vulnerable clients
Current chairman Richard Price to leave the position