A Brooks Macdonald adquire o Grupo LIFT-Financial, adicionando 1,6 bilhão em ativos e 1.350 clientes. Brooks Macdonald acquires LIFT-Financial Group, adding £1.6 billion in assets and 1,350 clients.

A empresa de investimento Brooks Macdonald Group concluiu a aquisição do Grupo LIFT-Financial e LIFT-Invest, adicionando 1,6 bilhão em ativos sob aconselhamento e 1.350 clientes. 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. Isso eleva os ativos totais da Brooks Macdonald sob consultoria a £6,4 bilhões, com £2,4 bilhões em fundos sob gestão. This brings Brooks Macdonald's total assets under advice to £6.4 billion, with £2.4 billion in funds under management. O acordo também adiciona 90 consultores financeiros e para-planejadores. The deal also adds 90 financial advisers and paraplanners. O co-fundador do LIFT, Michael Holden, liderará o negócio de Planejamento Financeiro da Brooks Macdonald. LIFT co-founder Michael Holden will lead Brooks Macdonald's Financial Planning business.