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Brooks Macdonald

Autumn Budget an 'acid test' for government/BoE relations under Sunak

Investment

Autumn Budget an 'acid test' for government/BoE relations under Sunak

A look at what next month's Budget may bring for the City

clock 12 December 2022 • 4 min read
Parmenion adds Brooks Macdonald to investment proposition

Investment

Parmenion adds Brooks Macdonald to investment proposition

Expansion of platform is set to include five portfolio ranges

clock 02 November 2022 • 2 min read
Brooks Macdonald acquires Manchester-based Adroit Financial Planning

Your Business

Brooks Macdonald acquires Manchester-based Adroit Financial Planning

Deal follows its purchase of Integrity Wealth Solutions

clock 30 September 2022 • 2 min read
Brooks Macdonald posts record underlying profits and £800m inflows

Companies

Brooks Macdonald posts record underlying profits and £800m inflows

Attracted £800m of net inflows in the 12 months to the end of June

clock 15 September 2022 • 2 min read
Richard Wilson to lead abrdn's personal wealth business

People

Richard Wilson to lead abrdn's personal wealth business

CEO Connellan steps down

clock 28 July 2022 • 2 min read
7IM to be auctioned later this year - reports

Your Business

7IM to be auctioned later this year - reports

Expected valuation of £400m

clock 17 June 2022 • 1 min read
Brooks Macdonald acquires Warwickshire-based IFA

Your Business

Brooks Macdonald acquires Warwickshire-based IFA

Paid in two tranches

clock 23 May 2022 • 2 min read
Charles Stanley adds Adam Benzimra to IFA distribution team

People

Charles Stanley adds Adam Benzimra to IFA distribution team

Joins from Brooks Macdonald

clock 23 May 2022 • 1 min read
7IM updates platform to streamline portfolio management

Wrap/platforms

7IM updates platform to streamline portfolio management

‘Listening to what advisers need’

clock 28 April 2022 • 2 min read
Brooks Macdonald FUM declines in first quarter of 2022

Investment

Brooks Macdonald FUM declines in first quarter of 2022

Down 3.9% compared to December 2021

clock 14 April 2022 • 1 min read
234
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'A marathon not a sprint': Frankie Smith on her first year running an advice business

04 February 2025 • 4 min read
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What to expect from the FCA on financial crime in 2025

04 February 2025 • 5 min read
03

Tough but manageable: The advice PII market in 2025

04 February 2025 • 9 min read
04

FOS upholds complaint against Options Pensions over SIPP due diligence failure

04 February 2025 • 2 min read
05

Acquisitions rise in 2024 as 'smaller IFA firms exit market'

04 February 2025 • 1 min read
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