Brooks Macdonald Group has completed its acquisition of Lift, adding £1.6bn in assets under advice (AuA) as it elevated its financial planning expansion drive.
Lift founder Michael Holden is expected to lead the financial planning business in the role of chief executive of financial planning, Brooks Macdonald confirmed this morning (3 February). "I'm delighted that we have completed the acquisition of Lift and that Michael Holden, one of the two founders, has taken the newly created role of chief executive of financial planning," said Brooks Macdonald CEO Andrea Montague. "Mike's strong client and high-performance focus will further drive our strategy to reignite growth." The deal, first announced in Q4 last year (8 October), sees Brooks Ma...
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