Brooks Macdonald

Investment

DFM assets keep rising in Q1 amid a shift to active

Q4 2020 saw 11% rise in assets

clock 17 June 2021 • 1 min read

Your profession

David Mulholland: Understanding vulnerable clients' needs

Health, Life Events, Resilience and Capability

clock 11 June 2021 • 4 min read

Your Business

Slotting centralised retirement propositions into an adviser business

Shared understanding

clock 19 May 2021 • 7 min read

Investment

Brooks Macdonald CEO departs to lead SLA's personal wealth arm

Brooks Macdonald names Andrew Shepherd as successor

clock 17 May 2021 • 2 min read

Investment

Meet the ESG Investment Influencers: The inside story with Ben Palmer of Brooks Macdonald

Fund selector insights into sustainable investing

clock 22 March 2021 • 1 min read

Companies

Brooks Macdonald completes Lloyds' offshore wealth business acquisition

Deal was announced in June this year

clock 01 December 2020 • 1 min read

Investment

Brooks Macdonald agrees £10m acquisition of Lloyds wealth business

Adds multi-asset and fixed income opportunities

clock 24 June 2020 • 3 min read

Companies

Brooks Macdonald announces senior management changes ahead of Cornelian merger

Brooks Macdonald has announced a raft of senior management changes ahead of the acquisition of Cornelian Asset Managers, which is set to take place tomorrow (28 February).

clock 27 February 2020 • 2 min read

Investment

Brooks Macdonald co-founder to step down after 28 years

Jon Gumpel leaving in March 2020

clock 16 October 2019 • 2 min read

Companies

Brooks Macdonald adds six senior figures to investment team

Poached from rivals

clock 06 September 2019 • 1 min read