Brooks Macdonald agrees strategic tech partnership
A number of back office employees at the wealth manager will be transferred to the tech business
A number of back office employees at the wealth manager will be transferred to the tech business
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Park is the second former graduate trainee to be promoted to a leadership role this month
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Panel launched over summer to add qualitative element to RSMR’s ratings service
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DFM says digital offering will transform the adviser experience
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Ben Palmer joined the firm on the graduate programme in 2011
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Wealth manager also announces former Alliance Trust Savings boss will join its board
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Gumpel was one of four founders of Brooks Macdonald in 1991
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Deal will increase its international arm’s funds under management to £2.5bn
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Chris Bishun had a brief stint at Blackrock after a decade at Barclays Wealth Management
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Asset managers report depleted AUM figures after testing Q1 2020
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Progress is being made at board level but women still underrepresented in senior roles
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Softer client sentiment and loss of £244m mandate hits AUM
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