Brooks Macdonald
Financial planning | 17 Sep 24
Brooks Macdonald to acquire Lucas Fettes Financial Planning
Lucas Fettes has c.£890m assets under advice spread across 1,600 personal clients
People Moves | 23 Jul 24
Brooks Macdonald appoints ex-Rathbone’s Greg Mullins to newly created role
Mullins will report to Robin Eggar, chief commercial officer
Brooks Macdonald names date to ‘report outcome’ of international business strategic review
Overall FUM for the group was up 7.0% over FY24 to £18bn
Investment | 10 Jul 24
Brooks Macdonald names Andrew Rockey as head of investment solutions
The unit supports 29 partner firms and more than £1.4bn in assets under management
Evelyn Partners hires Brooks Macdonald’s Edward Park
Park to become chief asset management officer