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Investment performance data, news and analysis on funds, exchange traded funds (ETFs), investment trusts, structured products and shares.
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Market Data Notice
by Robert St George on Nov 20, 2013 at 16:04
Wealth Manager examines why private equity is interested in wealth managers, and vice versa.
by David Campbell on Oct 24, 2013 at 11:07
Quilter Cheviot's A-rated Alan McIntosh on his top stocks
by Dylan Lobo on Oct 24, 2013 at 10:01
While listed wealth firms have enjoyed a bumper 12 months on the back of rising markets, Canaccord Genuity highlights why some of the sector's big boys represent better value than others.
by David Campbell on Oct 18, 2013 at 07:34
Assets under management at Brooks Macdonald rose 5.2% over the three months to the end of Septembe
by David Campbell on Oct 08, 2013 at 07:44
For the perceived winners of the retail distribution review (RDR) the gains this year have been remarkable.
by Elsa Buchanan on Sep 30, 2013 at 10:06
Brooks Macdonald International's Guernsey arm will donate all trading commissions generated on 20 November to charity.
by Danielle Levy on Sep 24, 2013 at 14:00
Brooks Macdonald chief Chris Macdonald expects the extent of downward pricing pressure could surprise some fund groups and explains why it is better to be early rather than late to the auto-enrolment opportunity.
by Sarah Miloudi on Sep 17, 2013 at 11:06
Despite rivals warning regulation could choke margins, Investec says margins are beginning to improve in its wealth arm.
by James Phillipps on Sep 11, 2013 at 08:04
The group saw profits rise by 22% over the 12 months to the end of June, but chief executive Chris Macdonald warned that regulatory costs will cause short-term margin pressures.
by Dylan Lobo on Sep 05, 2013 at 10:36
A host of top wealth firms have agreed to use a new discretionary fund manager facility designed to help advisers reduce risk in their client portfolios.
by David Campbell on Jul 25, 2013 at 07:31
Brooks Macdonald has reported a 45% increase in assets under management over the year to the end of June to a total £5.11 billion, following its acquisition of Spearpoint in November 2012.
by Sarah Miloudi on Jun 27, 2013 at 07:41
After a strong run, Kames' UK equity team decided to take profits on its holding, though remains positive on the stock.
by Sarah Miloudi on May 03, 2013 at 11:09
Brooks Macdonald has netted £38.6 million for its Ground Rents Income fund, the real estate investment trust it advises.
by Danielle Levy on Apr 25, 2013 at 14:14
Wealth management firm Brooks Macdonald is planning to launch an online portal to give its clients a broad view of assets across all the institutions they use.
by Sarah Miloudi on Apr 23, 2013 at 09:38
Brooks Macdonald's property manager Braemar Estates has appointed Chris March as its chief executive officer.
by Harry Brooks on Apr 23, 2013 at 05:01
A roundup of some of the best analyst commentary on shares, also including Spectris and Brooks MacDonald.
by James Phillipps on Apr 23, 2013 at 00:01
Which of the listed private client managers are on Saracen's turnaround list?
by Dylan Lobo on Apr 22, 2013 at 07:45
Brooks Macdonald’s discretionary business enjoyed a healthy start to the year with assets under management (AuM) jumping by 7.6% in the first quarter.
by Danielle Levy on Apr 15, 2013 at 08:24
Listed wealth management companies offer investors the opportunity to benefit from rising markets and tap into the pension market’s shift towards increasing retail investment
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