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