Morningstar Wealth appoints Chris Bishun as head of wealth solutions
Brings 20 years of experience to role
Brooks Macdonald
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Brooks Macdonald MPS assets climb to £3.9bn but firm sees £100m net outflow
BM Investment Solutions offering for advisers contributed to 7.3% rise
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CIO Edward Park leaves Brooks Macdonald
Departs after 15 years at the firm
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Brooks Macdonald’s Walker: How to navigate 2024’s economic crossroads
The head of the firm’s investment specialist team discusses AI, the rise in bond yields and a mixed picture for economic growth
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Brooks Macdonald’s Shepherd: So clients live their best lives
Brooks Macdonald CEO discusses ensuring consistent investment outcomes, the value of peace of mind, the advice gap and the importance of identifying vulnerable clients
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Brooks Macdonald appoints former Jupiter CEO Maarten Slendebroek as chair
Current chairman Richard Price to leave the position
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55 people to lose jobs at Brooks Macdonald
Cuts will save the firm an annualised £4m
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Brooks Macdonald suffers Q1 net outflows
But anticipates flows to turn positive in FY24 as a whole
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Four views: Are gilts finally back in favour?
A year after Liz Truss’s ill-fated mini-budget sent the bond market into a tailspin, experts give their view on the role gilts have to play in portfolios going forward
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Brooks Macdonald’s Cady: Inflation slowdown and AI boosts case for US equities
The Fed’s data-dependent approach to central bank policy, and AI, has led Brooks Macdonald to up its exposure to US growth stocks
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Brooks Macdonald profits dip 12.2% despite £1.3bn MPS inflow
Underlying profits dropped to £30.3m from £34.5m for the year to 30 June
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Caledonia sells 7IM stake to Canadian pension fund in £255m deal
Ontario Teachers’ Pension Plan Board to become majority shareholder