Brooks Macdonald
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
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.
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.