Brooks Macdonald
Brooks Macdonald moves into Portugal with Generali tie-up
Brooks Macdonald has announced a move into Portugal with a deal making its discretionary investment services available through Generali PanEurope’s Private Wealth Portfolio (PWP).
Brooks Macdonald expands discretionary services in S. Africa
Brooks Macdonald International has announced that its discretionary investment management services are now available to offshore investors in South Africa through the Sanlam Group’s Glacier platform.
Tax & Regulation | 2 Nov 15
South Africa advisers should learn from UK’s RDR
South Africa’s asset managers need to learn from the UK’s Retail Distribution Review experience and work in partnership with financial advisers when implementing next year’s regulatory changes, according to Brooks Macdonald International’s business development director.
Brooks McDonald FUM holds firm despite market slide
Brooks Macdonald Group has reported discretionary funds under management at the end of its first quarter of £7.33bn, marginally down on last quarter.
EXCLUSIVE INTERVIEW: Brooks Macdonald Int’l wins $40m South Africa deal
Channel Island-based Brooks Macdonald International has won a mandate to manage half of a South African trust company’s offshore portfolios, less than four months after acquiring an intermediary licence.