brooks macdonald funds rdr ready
Brooks Macdonald Funds has introduced a clean fee share class across its fund range ahead of RDR, including its £100m Defensive Capital Fund and three fund of funds which replicate its managed portfolio service.
Brooks Macdonald Funds has introduced a clean fee share class across its fund range ahead of RDR, including its £100m Defensive Capital Fund and three fund of funds which replicate its managed portfolio service.
Brooks Macdonald’s founding director Jonathan Gumpel and its MD of financial planning Nicholas Lawes are to step down from the board today, as the firm reports a 6.5% jump in discretionary funds under management.
Brooks Macdonalds wholly-owned subsidiary Braemar Estates has been appointed property manager and adviser of a newly-formed investment company targeting income generation and capital growth through a portfolio of freeholds and head leases.
Brooks Macdonald Asset Management (BMAM) has announced the appointment of three new investment management directors, hailing from Vestra Wealth, City Asset Management and Brown Shipley Private Bank.
Brooks Macdonald is the latest firm to offer its discretionary proposition through Axa Wealth’s Elevate platform.
Brooks Macdonald’s half-year results show an increase in assets under management as well as a continuation of its growth strategy.
Brooks Macdonald Asset Management has hired Gemma Godfrey as head of investment strategy.
In its latest trading update, Brooks Macdonald’s assets under management have passed the £3bn barrier.
Former New Star equity income manager Toby Thompson has returned to the fund management industry after two-and-a-half years to join Brooks Macdonald Asset Management.
Brooks Macdonald’s assets under management grew to nearly £3bn in what is its 2oth year in business.
Brooks Macdonald has launched a new UK FSA-regulated subsidiary to consolidate its funds business.
The AIM-listed wealth management group intends to boost its funds business with the £1.56m purchase.