Brooks Macdonald

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.

Companies | 21 Sep 16

Brooks MacDonald overcame “significant headwinds” to achieve higher funds under management and profits for the year ending 30 June 2016.

People Moves | 4 Aug 16

The UK Treasury is on the hunt for a director general to help navigate the post-Brexit landscape, Axa Investment Managers has added to its UK equities desk, while Brooks Macdonald has strengthened its Channel Islands team.

Companies | 1 Jul 16

Brooks Macdonald has been developing its proposition for international advisers for the past three years. Richard Hughes discusses how its consultative approach has led to the development of significant adviser partnerships across key jurisdictions.