Assets under advice at Brooks Financial, the new financial planning proposition of wealth manager Brooks Macdonald, held steady at £5.7bn through the first quarter of the financial planner’s financial year. 

The Financial Planning proposition of wealth manager Brooks Macdonald, Brooks Financial, grew 10% year on year in the 12 months to 30 June.

Financial Planner and wealth manager Brooks Macdonald will no longer charge fees on cash in its discretionary funds.

Wealth Manager Brooks Macdonald has added a ‘strategic partnerships’ offering for Financial Planning firms.

Wealth manager and Financial Planner Brooks Macdonald has appointed Will Hobbs as chief investment officer from 7 April.

Wealth manager and Financial Planner Brooks Macdonald said its total funds under management and advice (FUMA) climbed by 5% to £20.1bn in the last six months, up from £19.1bn at the end of June 2025.

Wealth manager Brooks Macdonald has reported net inflows of £50m for the quarter ended 31 December, its first quarter of positive net flows since 2023.

Two senior executives are to leave London-based wealth manager and Financial Planner Brooks Macdonald after the company announced today that it would combine its distribution and investment management teams.

Wealth manager Brooks Macdonald has today reported outflows of £49m in the quarter ended 30 September.

Wealth manager Brooks Macdonald has reported full-year net outflows of £0.4bn for the year ended 30 June.

There is a “huge opportunity” for trusted financial advice in the UK, predicts Andrea Montague, CEO at wealth manager Brooks Macdonald.

Wealth manager Brooks Macdonald saw £5m of net outflows in the quarter ending 30 June, a 96% fall from the £129m reported the previous quarter and its lowest outflows for two years.

Wealth manager Brooks Macdonald has launched a new Financial Planning brand known as Brooks Financial.

Wealth manager Brooks Macdonald has appointed Josh Lewsey as group strategy and corporate development officer.

Wealth manager Brooks Macdonald has appointed Karen Charlery as chief operating officer.

Wealth manager and Financial Planner Brooks Macdonald has completed the process of moving its share listing from AIM to the London Stock Exchange main market.

Wealth Manager and Financial Planner Brooks Macdonald has begun the process of moving its share listing from AIM to the London Stock Exchange main market.

Wealth manager and Financial Planner Brooks Macdonald has completed the sale of Brooks Macdonald Asset Management (International) to Canaccord Genuity Wealth.

Wealth manager and Financial Planner Brooks Macdonald has completed its acquisition of Chartered Financial Planners LIFT-Financial Group Limited and LIFT-Invest for £45m.

Wealth manager and Financial Planner Brooks Macdonald is planning to move its share listing from AIM to the London Stock Exchange main market, it announced today as it released a trading update.