Brooks Macdonald has announced Caroline Connellan will be taking the reins from co-founder and outgoing chief executive Chris Macdonald in April 2017 when she is appointed group chief executive, subject to regulatory approvals.
Brooks MacDonald rang in its 25th anniversary with higher funds under management and profits for the year ending 30 June 2016, overcoming “significant headwinds.”
After a busier than usual summer, Brooks Macdonald has its eyes firmly on the macro picture, while also balancing the right currency calls.
Brooks Macdonald has appointed Alex Ford as an investment director within its bespoke portfolio service team in London.
Brooks Macdonald Group reported its assets under management rose 2.37% during the first quarter of 2016 to hit £8.007bn.
BMAM has formed a strategic alliance with Castlegate Financial Management, an independent financial advisory (IFA) firm of chartered financial planners.
Brooks Macdonald has reported discretionary funds under management of £7.82bn at the end of 2015, up 12% from £6.95bn at the end of 2014.
Brooks Macdonald Group has reported its discretionary funds under management rose 5.52% for the half year to 31 December versus the same period in 2014.
The number of risk profiles developed by bespoke wealth manager Brooks Macdonald has grown from one to 10. Jonathan Webster-Smith explains the investment process underpinning the model portfolio service he runs, as well as why he believes monetary policy is a driving force.
Brooks Macdonald Group has reported discretionary funds under management at the end of its first quarter of £7.33bn, marginally down on last quarter.
Property markets have had a good run, says Brooks Macdonald’s Steven Grahame, but the possibility of a short-term equities rally could prompt a wave of outflows.
Brooks MacDonald has appointed Andrew Shepherd to the newly created role of deputy CEO.
