Brooks Macdonald, Rathbones and Charles Stanley post quarterly asset uplifts
All three DFMs boost assets under management, with Rathbones’ funds business reporting record inflows
Brooks Macdonald
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Brooks Macdonald taps Schroders Personal Wealth for dual hire
Jennifer Christian and Natalie Tysoe were investment specialists at SPW
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Brooks Macdonald appoints Rathbones Aim specialist as investment director
Ling Au-Yeung joins the manager after nearly three years with Rathbones
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Brooks Macdonald returns to positive net flows as WH Ireland back in the black
WH Ireland reports £1m pre-tax profit bouncing back from £3.3m loss last year
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Brooks Macdonald opens Cheltenham office in regional push
As it relocates Taunton office to Exeter
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James Hambro & Partners hires portfolio manager from Brooks Macdonald
Senior investment director Robert Seifert leaves Brooks Macdonald after 10 years
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Brooks Macdonald sales director jumps ship to join Jon Gumpel at Aubrey Capital
Simon Pinner will help Aubrey promote and distribute its expanding fund range
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Rathbones poaches Brooks Macdonald Aim specialist
Scott Lothian joins as an investment director to expand firm’s tax portfolio service
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Caroline Connellan’s departure from Brooks Macdonald deemed premature as transformation still underway
‘I don’t think she’s quite finished turning Brooks Macdonald around yet’
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Cornelian manager joins Brooks Macdonald co-founder at Aubrey Capital Management
David Neilson will join Edinburgh boutique as an investment director
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Charles Stanley and Brooks Macdonald grow assets despite Covid pressure
Charles Stanley ‘cautiously optimistic’ worst of pandemic is over while Brooks Macdonald ‘on track’ to meet expectations
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Brooks Macdonald AUM hits record £15.5bn as outflows slow
Net outflows dropped to £367m for the six months to end of December from £506m the year before