Brooks Macdonald

  • Brooks Macdonald grows FUM 28pc

    Brooks Macdonald grows FUM 28pc

    Brooks Macdonald Group saw a 28% upswing in discretionary funds under management in its full-year results ending 30 June.

  • Brooks Macdonald takes Petrus offshore

    Brooks Macdonald takes Petrus offshore

    Petrus Financial Services will now have access to two of Brooks Macdonald Asset Managements offshore bond compatible portfolio services as part of a newfound strategic alliance.

  • Wealth manager numbers paint rosyish picture

    Wealth manager numbers paint rosyish picture

    While a few notes of caution were raised in the spate of wealth manager results released in the last few days, the outlook is generally fairly sanguine.

  • Discretionary FuM jumps 28 at Brooks Macdonald

    Discretionary FuM jumps 28 at Brooks Macdonald

    Discretionary funds under management at Brooks Macdonald increased by almost 30% during the past year, boosted by the acquisition of Jersey headquartered DPZ Capital.

  • Brooks Macdonald announces DFM deal with Reeves

    Brooks Macdonald announces DFM deal with Reeves

    Brooks Macdonald Asset Management has formed a strategic alliance with Reeves, giving its clients access to Brooks discretionary services.

  • brooks macdonald sees strong first quarter

    brooks macdonald sees strong first quarter

    Brooks Macdonalds discretionary funds under management have risen by 4.2% to reach £5.9bn in the first quarter of this year.

  • Why UK wealth managers are going global

    Why UK wealth managers are going global

    The predicted post-RDR merger boom within the UK wealth manager market has not quite materialised but, judging by recent activity, the big players have their eyes set on international expansion.

  • brooks macdonald acquires dpz capital

    brooks macdonald acquires dpz capital

    Brooks Macdonald has acquired Jersey-based wealth manager DPZ Capital through one of its subsidiaries, with a view to accelerating its international expansion.

  • Brooks Macdonald property fund

    Brooks Macdonald property fund

    Brooks Macdonald Funds (BMF) is launching what it believes to be the first actively-managed Ucits core property fund.

  • brooks macdonald am levitas funds

    brooks macdonald am levitas funds

    AIM-listed wealth management group Brooks Macdonald has signed a put-and-call-option agreement with shareholders of Levitas Investment Management Services in respect of the sale and purchase of the entire issued capital of Levitas.

  • brooks macdonald launches intl managed

    brooks macdonald launches intl managed

    Brooks Macdonald International, a subsidiary of the AIM-listed, London-based Brooks Macdonald wealth management group, today is launching a platform-based international managed portfolio service.

  • brooks launch mps

    brooks launch mps

    Brooks Macdonald Fundshas broadened its managed portfolio service (MPS) with the launch of the actively-managed IFSL Strategic Growth fund.