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Brooks Macdonald

Brooks Macdonald buys Lift for £45m in financial planning push

Companies

Brooks Macdonald buys Lift for £45m in financial planning push

Lift has high-quality client base with £1.6bn assets under advice

clock 08 October 2024 • 2 min read
7IM partners with Brooks Macdonald to offer MPS ranges

DFM & Model Portfolios

7IM partners with Brooks Macdonald to offer MPS ranges

To be offered through the 7IM retirement income solution

clock 18 September 2024 • 1 min read
Brooks Macdonald to buy IFA business Lucas Fettes

Your profession

Brooks Macdonald to buy IFA business Lucas Fettes

Pair have a long-standing business relationship

clock 17 September 2024 • 2 min read
Brooks Macdonald suffers £600m net outflows amid 'challenging' economic backdrop

Investment

Brooks Macdonald suffers £600m net outflows amid 'challenging' economic backdrop

Model portfolio service brought in £388m for the group

clock 12 September 2024 • 2 min read
Brooks Macdonald signs up to Mabel Insights MPS comparison site

Managed solutions

Brooks Macdonald signs up to Mabel Insights MPS comparison site

Model portfolio service use continues to 'gain traction'

clock 02 July 2024 • 1 min read
Brooks Macdonald Group names Andrea Montague as next CEO

People

Brooks Macdonald Group names Andrea Montague as next CEO

Andrew Shepherd to retire after 22 years with the group

clock 24 June 2024 • 2 min read
Seven years is the 'magic number' for decumulation strategy

Retirement income

Seven years is the 'magic number' for decumulation strategy

‘Beyond that clients should take the biggest risks they are willing to’

clock 23 April 2024 • 1 min read
Time and patience: Will the British ISA revitalise UK equities?

ISAs

Time and patience: Will the British ISA revitalise UK equities?

'The UK stock market currently navigates choppy waters'

clock 28 March 2024 • 3 min read
Brooks Macdonald and IG Group scale back staff to cut costs

Investment

Brooks Macdonald and IG Group scale back staff to cut costs

Two financial services firms cutback staff

clock 31 October 2023 • 1 min read
Brooks Macdonald's MPS grows to 20% of £16.8bn AUM

Your profession

Brooks Macdonald's MPS grows to 20% of £16.8bn AUM

The firm says it is ‘well positioned to support clients and advisers’

clock 14 September 2023 • 1 min read
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