Brooks Macdonald

Companies | 14 Feb 17

Guernsey Finance has appointed its first Hong Kong representative, while Brooks Macdonald has poached an investment manager from HSBC GAM. The acquisition of C Hoare & Co’s wealth management division will see two high profile people step down.

Best Practice | 6 Feb 17

Five UK discretionary fund management (DFM) firms have formed the DFM Alliance, a partnership offering financial advisers a platform to improve client outcomes through information, education and collaboration.

Investment | 14 Nov 16

Brooks Macdonald, the specialist discretionary fund management provider, has announced its first international strategic alliance, signing a deal with Dubai-based advisers Abacus Financial Consultants.

Platforms | 8 Nov 16

Novia Global has broadened its integrated investment portal through strategic partnerships with DFMs Brooks Macdonald, LGT Vestra, and Bordier & Cie, while Transact now offers advisers access to Quilter Cheviot’s managed portfolio service (MPS).

People Moves | 20 Oct 16

Brooks Macdonald’s co-founder is to step down as chief executive after 25 years, with his replacement coming from HSBC. Principal Global Investors has named a new head of funds distribution for Asia, while Vanguard has also shuffled its Asian operations, with a focus on China.