Brooks Macdonald
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Brooks Macdonald has reported a 16% increase in interim pre-tax profit as assets under management near the £6bn mark.
12 March 2014
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Managed solutions
Prosperity Independent Financial Advisers and Stockbrokers has joined forces with investment specialist Brooks Macdonald Asset Management to give clients targeted access to their funds.
20 January 2014
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Investment
Brooks Macdonald has signed an option agreement to acquire Levitas Investment Management for up to £24m.
20 December 2013
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Managed solutions
Brooks Macdonald International has launched a managed portfolio service for advisers' international investors.
11 December 2013
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Managed solutions
Brooks Macdonald Asset Management has joined forces with FB Wealth Management to offer it access to its Bespoke Portfolio and the Managed Portfolio services.
04 November 2013
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Managed solutions
Brooks Macdonald, the AIM listed wealth management group, has reported pre-tax profits up 22% for the year ending June 2013, though warned of future pressures on margins.
11 September 2013
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Investment
Brooks Macdonald Asset Management (BMAM) has appointed Lisa Brown as an intermediary sales manager.
19 August 2013
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RDR
Brooks Macdonald has reported 45% growth in discretionary funds under management for the year to June, but warned the costs of investing in the business will drag on margins in 2014.
25 July 2013
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