Brooks Macdonald has appointed Joe Capaldi as investment director within its Alternative Investment Management portfolio service.
He joined the firm from CS Investment Managers, where he worked as an investment director and lead manager of its AIM Inheritance Tax service, having been first hired as an investment analyst in October 2014. During his tenure, he focused on the management of discretionary and advisory portfolio mandates, with a particular focus on direct investment in UK small and mid cap equities. Prior to that, he worked at the Dubai-based financial planning firm Holborn Assets as a portfolio analyst. Brooks Macdonald posts record underlying profits and £800m inflows Commenting on this appo...
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