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Brooks Macdonald

Brooks Macdonald’s discretionary assets climb

Companies | 18 Mar 16

Brooks Macdonald’s discretionary assets climb

Brooks Macdonald has reported discretionary funds under management of £7.82bn ($11.3bn, €10bn) at the end of 2015, up 12% from £6.95bn at the end of 2014.

Brooks Macdonald targets Origo with wind-up order

Tax & Regulation | 11 Mar 16

Brooks Macdonald targets Origo with wind-up order

Private equity firm Origo Partners is considering its options after Brooks Macdonald Asset Management filed a claim with the Isle of Man High Court seeking an order to wind up the closed-end investment company.

Momentum Pensions adds lower-cost Qrops and Sipp products

Products | 4 Feb 16

Momentum Pensions adds lower-cost Qrops and Sipp products

Momentum Pensions is extending its product range to include lower-cost solutions for international clients to meet a rise in demand from investors with minimum funds of £20,000.

Brooks Macdonald’s discretionary funds climb 5.5%

Companies | 26 Jan 16

Brooks Macdonald’s discretionary funds climb 5.5%

Brooks Macdonald Group has reported its discretionary funds under management rose 5.52% for the half year to 31 December versus the same period in 2014.

Brooks Macdonald: US rate cycle the biggest risk out there

Equities | 12 Jan 16

Brooks Macdonald: US rate cycle the biggest risk out there

The number of risk profiles developed by bespoke wealth manager Brooks Macdonald has grown from one to 10. Jonathan Webster-Smith explains the investment process underpinning the model portfolio service he runs, as well as why he believes monetary policy is a driving force.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.