Brooks Macdonald bolsters regional offering with two hires
Firm hires Jennifer Christian as a business development manager and Natalie Tysoe as an investment director
Source: investmentweek.co.uk
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Brooks Macdonald: Drawdown battle won in first 7 years
The first 7 years of a client’s drawdown journey must be got right or they will run into trouble.This is the warning from investment manager Brooks Macdonald in terms of tackling sequence risk.
Source: moneymarketing.co.uk
Brooks Macdonald sees record FUM as financial planning revenue falls
Brooks Macdonald sees record FUM as financial planning revenue falls By Sonia Rach 11 Caroline Connellan Brooks Macdonald reported a 13.3 per cent increase in its funds under management, just as it saw revenue for its financial planning arm fall. In its half year results, it reported total FUM grew to a record £15.5bn at 31 December 2020, up from £13.7bn six months prior. The firm said this was driven by “robust investment performance” of 9.5 per cent despite volatile markets, compared to an increase of 6.5 per cent MSCI PIMFA Private Investor Balanced Index. ...
Source: moneymarketing.co.uk