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 and Financial Planner Brooks Macdonald has acquired Welsh Chartered Financial Planning firm CST Wealth Management for an undisclosed sum.
Wealth manager and Financial Planner Brooks Macdonald has sold its £2.3bn FUM international arm to wealth manager Canaccord Genuity Wealth (International) Holdings Limited for £50.85m.