The new CEO of Brooks Macdonald Group Caroline Connellan has unveiled plans for the group to continue investing in technology and distribution to reflect the wealth manager's growing scale, after discretionary funds under management surpassed £10bn during the year to 30 June 2017.
The final results released this morning, said the group's total discretionary funds under management grew to £10.5bn, an increase of 25.9% from £8.3bn, which it attributed to organic growth with net new...
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Taking up non-exec role
Following 2016 thematic review
December 2018 or early 2019
Eight-week high against US dollar