Katherine Jones appointed as Chief Financial Officer

Katherine has extensive experience in financial services and a strong track record of leadership and driving financial performance. Most recently she was Group Finance Director at Phoenix Group Holdings plc. Prior to that, she held senior finance roles at Prudential plc and Just Group plc. Katherine is a Chartered Accountant and began her career at KPMG. 

Andrea Montague, CEO Designate and Chief Financial Officer of Brooks Macdonald, said: “I am delighted to welcome Katherine to Brooks Macdonald. She is an excellent appointment for the Group and will be pivotal in helping to execute our strategy to reignite growth through delivering excellent client service, broadening, and deepening our client reach and driving scale and efficiencies".

Katherine Jones, CFO Designate, said: “Brooks Macdonald is a fantastic business with ambitious growth plans. I am thrilled to be joining at this exciting time and look forward to working with Andrea and all the team to deliver against the company’s redefined strategy announced today and seek to create further value for shareholders and other stakeholders.”

Notes to editors

Brooks Macdonald Group plc, through its various subsidiaries, provides leading wealth management services in the UK and internationally. The Group, which was founded in 1991 and began trading on AIM in 2005, had discretionary Funds under Management of £18.0 billion as of 30 June 2024.

Brooks Macdonald offers outsourced discretionary investment management for intermediaries and advice-led integrated wealth management for private clients. The Group also acts as fund manager to a range of onshore and international funds.

The Group has a strong local presence across the UK and Crown Dependencies.