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Executive Committee

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Andrew Shepherd

CEO

Andrew Shepherd

London
Profile

CEO

Andrew Shepherd

Andrew joined Brooks Macdonald in 2002 and was appointed CEO in 2021. He has held numerous roles across the Group, including Group Deputy CEO since 2015, and most recently CEO of the International business since 2019.

Andrew has worked in investment management and financial services since 1994. Prior to joining Brooks Macdonald, Andrew worked at Shepherd Associates Financial Management, holding the position of investment director.

Andrew is also a Member of the Board of the Personal Investment Management & Financial Advice Association (PIMFA).

How to contact

Please call 020 7927 4816 to speak to Executive Assistant, Kirsty Cannell.

Andrea Montague

CEO Designate & Chief Financial Officer

Andrea Montague

London
Profile

CEO Designate & Chief Financial Officer

Andrea Montague

Andrea joined Brooks Macdonald in August 2023 as Chief Financial Officer, bringing an impressive track record and experience of operating at Board and Executive level across the UK long-term savings and asset management sector.

Most recently, Andrea was Group Chief Risk Officer at Aviva, where she had previously been Group Chief Financial Controller. Prior to that, Andrea has held senior leadership roles including Deputy Group CFO at Royal London and Group Chief Internal Auditor at Standard Life plc.

Her formative years were spent at PricewaterhouseCoopers, where she qualified as a chartered accountant.

How to contact

Please call 020 7927 4816 to speak to Executive Assistant, Kirsty Cannell.

Sarah Ackland

Global Head of Distribution and Marketing

Sarah Ackland

London
Profile

Global Head of Distribution and Marketing

Sarah Ackland

Sarah Ackland is Global Head of Distribution and Marketing for the Brooks Macdonald Group, and a member of the Executive Committee. Joining Brooks Macdonald in 2022, Sarah leads the distribution and marketing teams across the UK and International markets.

Sarah has spent more than 25 years in investment management and has a deep knowledge and understanding of distribution and marketing in the sector. She joins Brooks Macdonald from Liontrust where she was Head of Multi-Asset Business. She was previously Head of UK Funds at the Architas UK Investment Business, prior to its purchase by Liontrust.

Sarah has a BA in Psychology and Art from Liverpool University and is IMC qualified.

How to contact

Please call 0207 220 4826 to speak to Executive Assistant, Gemma Wood.

Simon Broomfield

General Counsel and Chief People Officer

Simon Broomfield

London
Profile

General Counsel and Chief People Officer

Simon Broomfield

Simon Broomfield joined Brooks Macdonald in 2008 and he is the Group’s General Counsel and Chief People Officer.

As CPO, Simon is responsible for building and leading our people strategy, and is responsible for all aspects of HR, including talent recruitment and development. In his General Counsel role, Simon advises the Group directors and employees on all legal matters affecting the group in all jurisdictions. He is also responsible for managing the group legal team and acts as the company’s data protection officer.

Simon was called to the Bar of England & Wales in 2002 and admitted as a Solicitor of the Senior Courts of England & Wales in 2009. He has significant experience in civil litigation, corporate and commercial law, banking and financial services law, M&A, consumer credit, and data protection.

Simon has an MBA from Imperial College and is Vice President and former Chair of the Bar Association for Commerce, Finance and Industry. He is also a Chartered Member of the Chartered Institute of Securities and Investments.

How to contact

Please call 0207 220 4826 to speak to Executive Assistant, Gemma Wood.

Robin Eggar

Chief Commercial Officer

Robin Eggar

London
Profile

Chief Commercial Officer

Robin Eggar

Robin is the Chief Commercial Officer (CCO) and a member of the Executive Leadership Team of Brooks Macdonald. In his role as CCO, Robin is responsible for all the Front Office teams and accountable for all aspects of sales, go-to-market and revenue and margin generation. This is across the distinct client groups of Intermediaries and Private Clients.

Robin has been with BM for 23 years, initially as an Investment Manager and subsequently has held senior management roles, most recently as Managing Director and Head of UK Investment Management.

He is also a Chartered Member of the Chartered Institute of Securities & Investment (Chartered MCSI).

How to contact

Please call 020 7927 4824 to speak to Executive Assistant, Ellie Jupp.

Alick Mackay

Director of Strategy and Corporate Development

Alick Mackay

London
Profile

Director of Strategy and Corporate Development

Alick Mackay

Alick Mackay is the Strategy & Corporate Development Director of the Brooks Macdonald Group, and a member of the Executive Committee.

Joining Brooks Macdonald in 2017, Alick owns all areas of the strategy and corporate development agenda, including the Group’s approach to potential acquisitions and disposals.

Alick has over 30 years working in financial services, principally in wealth management and banking, in roles covering strategy, consulting, COO and technology. Immediately prior to joining Brooks Macdonald, Alick worked at Royal Bank of Scotland for ten years, leading the strategy team in the investment bank and playing a COO role in the capital markets business. He has also worked for ABN AMRO and McKinsey.

Alick has a degree in Mathematics & Natural Philosophy from the University of Aberdeen, an MSc in Mathematics from the Open University and an MBA from Columbia Business School, New York.

How to contact

Please call 020 7927 4816 to speak to Executive Assistant, Ellie Jupp.

Louis Petherick

Chief Risk Officer

Louis Petherick

London
Profile

Chief Risk Officer

Louis Petherick

Louis joined Brooks Macdonald in September 2023 as Chief Risk Officer, and is a member of the Executive Committee. He is responsible for the Group Risk, Investment Risk, Compliance and Financial Crime functions and has day-to-day oversight of the outsourced internal audit relationship.

Louis has 30 years’ experience in financial services, predominantly overseeing risk, compliance and conduct across insurance, wealth management, retail banking, investment management and, most recently for FNZ, a technology and outsource service provider, as the UKMEA CRO.

Louis has delivered multiple risk and regulatory projects throughout his career and has extensive experience in interacting with regulators.

How to contact

Please call 020 7927 4816 to speak to Executive Assistant, Kirsty Cannell.