Brooks Macdonald acquires LIFT-Financial Group, adding £1.6 billion in assets and 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. This brings Brooks Macdonald's total assets under advice to £6.4 billion, with £2.4 billion in funds under management. The deal also adds 90 financial advisers and paraplanners. LIFT co-founder Michael Holden will lead Brooks Macdonald's Financial Planning business.

2 months ago
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