Our people

Richard joined Brooks Macdonald in 2020 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to this, Richard worked as a Senior Investment Manager at Cornelian Asset Managers, before its acquisition by Brooks Macdonald, where he researched and managed the collective investments within private client portfolios and the risk managed fund range.

Richard is a Chartered Financial Analyst (CFA) Charterholder.

Robert joined Brooks Macdonald as a Non-Executive Director in August 2020 and he is Chair of the Risk & Compliance Committee and a member of the Audit, Remuneration and Nominations Committees. Robert was appointed Senior Independent Director in May 2023.

Currently a Non-Executive Director at Oaknorth Bank, Robert chairs both the Risk & Compliance Committee and the Credit Committee. Robert is also the Chairman of Invest & Fund, a specialist Fintech business.

Robert has over 25 years Financial Services experience across leading Banking, Wealth, Asset Management and Fintech firms. He has held senior executive positions across numerous businesses including Lloyds Banking Group and Scottish Widows, and he was previously a Board Director of Alliance Trust PLC and CEO of Alliance Trust Savings.

Robert joined Brooks Macdonald in 2008 and delivers the Manchester office strategy while also managing bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Robert worked at James Brearley & Sons where he managed private client portfolios, pensions and collective investments. He has over 20 years’ experience in financial services.

Robert is a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI).

Robert heads up our European research team.

Robin joined Brooks Macdonald in 2021, and specialises in providing holistic financial advice to individuals, families and trusts. He has experience advising clients on a broad range of financial planning areas, with a focus on pensions, retirement planning, and estate planning.

Robin joined the industry in 2010 as a trainee financial planner, and has exclusively advised private clients throughout his career. He is now a Fellow of the Personal Finance Society (FPFS), and holds Chartered Financial Planner status.

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).

Robin joined Brooks Macdonald in 2009 and is responsible for the management and development of our office in Scotland. He also manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Robin worked at Adam & Company Investment Management Ltd as an Executive Director. He has also worked at BZW Portfolio Management and Hill Samuel Asset Management. Robin has over 25 years’ experience in financial services.

Robin is a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI) and is an Associate of the Institute of Chartered Bankers.

Saisha joined Brooks Macdonald in 2021 and enjoys building long-lasting relationships with individuals from a wide range of backgrounds.  She is passionate about assisting clients to reach financial independence and then working with them to preserve and pass on wealth as appropriate.

Saisha holds Chartered Financial Planner status and has over five years’ experience in financial services.

Sam joined Brooks Macdonald in 2021. He is responsible for advising clients on areas including investment planning, retirement planning, family and business protection, and inheritance tax planning.

Sam has over eight years’ industry experience and is a Chartered Financial Planner. He holds the Advanced Diploma in Financial Planning as well as the Certificate in Securities Advice and Dealing.

Sam joined Brooks Macdonald in 2020 as a Business Development Manager supporting intermediaries in Scotland & Northern Ireland.

Prior to this, Sam worked at Cornelian Asset Managers, before its acquisition by Brooks Macdonald, where he looked after intermediary relationships in Scotland, Northern Ireland and North East England, having previously worked for Legal & General, AIG & Scottish Widows. He has over 23 years' experience in financial services.

Sam has an MA (Hons) in Economics and Business from Heriot-Watt University.

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.

Scott joined Brooks Macdonald in 2020 as a Relationship Manager. He manages discretionary portfolios on behalf of private clients.

Prior to joining Brooks Macdonald, Scott worked as a Private Banking Manager for Lloyds Bank International Limited providing banking and investment services to private clients.

Scott is a member of the Chartered Insurance Institute (CII) and holds a Diploma in Financial Planning. He also holds a Certificate in Trust Administration and has over 13 years’ experience in the financial services industry.

Scott joined Brooks Macdonald in 2015 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Scott worked at the Royal Bank of Canada and Barclays Wealth. He has over 10 years' experience in the financial services industry.

Scott holds the Certificate in Private Client Investment Advice & Management (PCIAM), the Investment Management Certificate (IMC) and is a Level II CFA Candidate. He is also a Chartered Fellow of the Chartered Institute of Securities & Investment (CISI).

Scott sits on our fixed interest research team.

Simon joined Brooks Macdonald as a Director in 2018 from James Hambro & Partners and he was promoted to Senior Private Client Director in 2022 and Senior Wealth Director in 2024. He has more than 20 years’ experience providing counsel to high net worth private clients.

Prior to Brooks Macdonald, Simon was a Director at James Hambro & Partners. He is a Chartered Financial Planner, holds the Advanced Diploma in Financial Planning and he is a Fellow of the Personal Finance Society (FPFS), which is their highest designation.

Simon was named in the Private Asset Managers (PAM) Top 40 Under 40 for 2019. 

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.

Stephen joined Brooks Macdonald in 2018 and manages a range of discretionary portfolios for intermediary relationships based in the Middle East as well as local and international private clients.

Prior to joining Brooks Macdonald, Stephen headed the Managed Advisory business for Societe Generale Hambros in Jersey. Stephen was also a Director of Barclays Wealth in Jersey and held senior management positions at ABN AMRO in Jersey. He has over 20 years’ experience in the financial services industry.

Stephen holds the CISI Diploma and is a Chartered Member of the Chartered Institute for Securities & Investment (CISI).

Stephen joined Brooks Macdonald in 2020 and is responsible for managing bespoke discretionary portfolios on behalf of a range of clients.

Prior to this, Stephen worked at Cornelian Asset Managers before its acquisition by Brooks Macdonald and had previously worked at HSBC and Standard Life Investments as an analyst. He has 14 years’ experience in financial services.

Stephen attained a first class honours degree in Economics & Business prior to spending time working in China. He holds the Chartered Institute for Securities & Investment (CISI) Private Client Investment Advice & Management qualification, the Investment Advice Diploma and the Investment Management Certificate. He is also a Chartered Fellow of the CISI.