Brooks Macdonald acquiert LIFT-Financial Group, ajoutant 1,6 milliard de livres en actifs et 1 350 clients. Brooks Macdonald acquires LIFT-Financial Group, adding £1.6 billion in assets and 1,350 clients.

La société d'investissement Brooks Macdonald Group a terminé son acquisition de LIFT-Financial Group et LIFT-Invest, ajoutant 1,6 milliard de livres sterling d'actifs sous conseil et 1 350 clients. Investment firm Brooks Macdonald Group has completed its acquisition of LIFT-Financial Group and LIFT-Invest, adding £1.6 billion in assets under advice and 1,350 clients. Cela porte à 6,4 milliards de livres le total des actifs de Brooks Macdonald, dont 2,4 milliards de livres en fonds gérés. This brings Brooks Macdonald's total assets under advice to £6.4 billion, with £2.4 billion in funds under management. L'accord ajoute également 90 conseillers financiers et paraplanificateurs. The deal also adds 90 financial advisers and paraplanners. Michael Holden, cofondateur de LIFT, dirigera les activités de planification financière de Brooks Macdonald. LIFT co-founder Michael Holden will lead Brooks Macdonald's Financial Planning business.