Our people

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.

Louise joined Brooks Macdonald in 2019 and is responsible for developing and managing new business relationships with professional advisers and intermediaries across Kent and West Sussex, whilst supporting the New Business Development teams in Tunbridge Wells and promoting our proposition.

Prior to joining Brooks Macdonald, Louise worked as a sales executive at firms including UKGlobal Group and Cobra Insurance.

Lucy joined Brooks Macdonald in 2021 and manages the investment requirements of both fiduciary and private clients. Lucy is a member of our Multi Asset Class Strategy Team.

Prior to joining Brooks Macdonald, Lucy worked at Nedbank Private Wealth as a Private Banker in the Isle of Man. Lucy has over 17 years’ experience in the financial services industry

Lucy holds the Certificate in Private Client Investment Advice and Management (PCIAM) and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).

Luke joined Brooks Macdonald in 2022 and specialises in providing holistic financial planning advice to individuals, families and trusts. He has experience advising clients on a broad range of financial planning areas, with a focus on investments, retirement planning and estate planning.

Luke has over 16 years’ experience in financial services having previously worked at firms such as Evelyn Partners and abrdn. Luke is a member of the Personal Finance Society (PFS) and holds the Diploma in Financial Planning. 

Maarten joined Brooks Macdonald in November 2023 as a Non-Executive Director, taking over as Chairman in March 2024

Maarten has extensive experience in financial services, including as CEO of Jupiter Fund Management for five years from 2014 until 2019, having joined the firm as Strategy and Distribution Director in 2012. Prior to that, he worked at Blackrock and predecessor companies from 1994, holding several positions including head of BlackRock Solutions EMEA and head of International Retail.

Maarten started his career in 1987 as an equity analyst at Enskilda Securities in London.

Maarten is Chair of the Supervisory Board of Robeco, a global asset management company with its HQ in Rotterdam, and Chairman of Mintus, a London-based art investment fintech start-up. Maarten is also a non-executive director of Law Debenture Corporation p.l.c.

Mark joined Brooks Macdonald in 2020 as a Relationship Manager following the acquisition of the Channel Islands wealth management and funds business of Lloyds Bank International Limited by Brooks Macdonald.

Prior to joining Brooks Macdonald, Mark provided regulated investment advice to new and existing clients of the bank. Mark has over 25 years’ experience in financial services and has obtained a breadth of knowledge in the industry, having worked for multi-national and locally based financial services companies. Mark has the responsibility of managing existing and new relationships with local fiduciary businesses and private clients.

Mark holds the level 4 Diploma in Financial Planning and Certificate in Discretionary Investment Management with the Personal Finance Society (PFS) and is a Chartered Member of the Chartered Institute for Securities & Investment (CISI).

Mark joined Brooks Macdonald in 2012 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Mark was an Investment Manager at City Asset Management.

Mark holds the Certificate in Private Client Investment Advice & Management (PCIAM), the Investment Management Certificate (IMC) and the Chartered Alternative Investment Analyst (CAIA) designation. He is also a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI).

Mark sits on our Far East and emerging markets research team.

Mark joined Brooks Macdonald in 2013. He became Managing Director for Channel Islands and Isle of Man in 2024, where he is responsible for the firms marketing, distribution and business development strategy internationally. Previously, he was Head of Investment Management for the international business.

Prior to joining Brooks Macdonald, Mark worked at Rothschild Wealth Management, where he was responsible for discretionary managed, advisory and custody and execution portfolios.

Mark is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds the Chartered Wealth Manager Qualification and the Certificate in Private Client Investment Advice & Management. He has over 20 years’ experience in financial services.

Mark joined Brooks Macdonald in 2007 and co-manages the Managed Portfolio Service and Multi-Asset Fund range.

Prior to joining Brooks Macdonald, Mark worked at Private Equity Intelligence for a year. He has over 14 years’ experience in financial services.

Mark is a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI) and holds the Investment Management Certificate (IMC).

Mark heads up our thematic research team, as well as being a member of our UK funds research team.

Mark joined Brooks Macdonald in 2022 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Mark worked at Cartlidge Morland in London as an investment manager, where he focused on managing investments for clients of financial advisers. He has over 10 years’ experience in financial services.

Mark is a member of the Chartered Institute for Securities & Investment (CISI). His qualifications include the Certificate in Private Client Investment Advice & Management (PCIAM). He also holds the CII Level 4 Certificate in Discretionary Investment Management as well as the Diploma in Financial Planning.

Martin is Head of Advice for Brooks Macdonald and Senior Financial Planning Director at Integrity Wealth Solutions.

He joined Brooks Macdonald in 2023 following the acquisition of Integrity Wealth Solutions which he founded in 2013.

With more than two decades of experience in the financial services industry, Martin has a distinguished track record of providing strategic financial advice to high-net-worth individuals and families.

In his role at Brooks Macdonald, Martin leads a team of skilled financial advisers, ensuring the delivery of top-tier, personalised financial planning services.

Matthew joined Brooks Macdonald in 2019 and has 29 years’ experience in financial markets. Matthew is a member of Brooks Macdonald’s central research desk, which provides macroeconomic research and analysis. Matthew is a member of Brooks Macdonald’s Asset Allocation Committee, and is a Chartered Fellow of the Securities Institute.

Matthew has a first class honours degree in Financial Economics from Dundee University.

Matthew joined Brooks Macdonald in 2015 and manages the overall relationship with international financial adviser firms at both a strategic and operational level. He co-ordinates and develops relationships with the external product providers that financial advisers use, including life companies, offshore pension companies and platforms.

Prior to joining Brooks Macdonald, Matthew relocated to Jersey from London where his career spanned both wealth management and private client stockbroking, including six years at Lubbock Fine.

Matthew holds the Chartered Institute for Securities and Investment (CISI) Investment Advice Diploma, Certificate in Investment Management, Investment Operations Certificate and the Chartered Insurance Institute (CII) Certificate in Financial Planning.

Michael joined Brooks Macdonald in 2020 and is responsible for managing bespoke discretionary portfolios for a wide range of clients. Prior to joining Brooks Macdonald, Michael worked as Portfolio Manager at Cornelian, before its acquisition by Brooks Macdonald. He has seven years’ experience within financial services.

Michael read Business Economics at The University of Glasgow prior to spending time working in New Zealand. Michael is a Chartered MSCI of the Chartered Institute for Securities & Investment and holds the Diploma in Financial Planning from the Chartered Insurance Institute. Michael sits on our UK stocks and thematics research teams.

Michael joined Brooks Macdonald in 1999 and is Co-Chief Investment Officer. He is responsible for the construction and implementation of our investment process through oversight of the investment buylist, our investment rules and the firm’s asset allocation positioning. He is a member of our Asset Allocation, Asset Selection and Investment Committees.

Previously, Michael was Head of the UK funds research team and Senior Portfolio Director where he managed bespoke discretionary portfolios on behalf of a range of clients.

Michael holds the Certificate in Private Client Investment Advice & Management (PCIAM) and the Investment Management Certificate (IMC). He is also a Member of the Chartered Institute for Securities & Investment (MCSI).

Nancy joined Brooks Macdonald in 2018 and worked in the financial planning team for 5 years supporting several financial advisers.

Nancy has now moved to the Investment Solutions team to use her skills to support advisers with their investment offering.