Brooks Macdonald Asset Management

Investment Week asks managers where they believe the best opportunities and key risks lie in the forthcoming 12 months.

The wealth management space has shown no signs of slowing down despite the quiet summer season. Here Investment Week chronicles the biggest events of the third quarter of 2015 from acquisitions to robo-advice.

The endeavour of projecting today's conditions, trends and relationships into the future inevitably results in errors of judgement - and economists continue to get caught out by the ever-changing market environment (often at the worst possible times)....

Licence obtained in May

Wealth manager Brooks Macdonald has promoted Andrew Shepherd, joint managing director of its asset management business, into the new role of deputy chief executive with immediate effect.

Brooks Macdonald Group has seen its discretionary funds under management grow to £7.4bn at the end of June, despite "unhelpful markets" in the fourth quarter.

Toby Thompson, manager of the Brooks Macdonald Global Equity Income fund, analyses if equity investors are right to be concerned about the concentration of income from only a limited number of mega-cap companies

Brooks Macdonald has appointed Brewin Dolphin divisional director Ghislaine Perry as head of group marketing.

Brooks Macdonald has seen an increase in its funds under management over its financial third quarter, driven by new discretionary business.

Fund managers reveal currency plays