Our people

Nicholas has spent just short of a decade in the financial services industry, and joined Brooks Macdonald in 2021 as an Investment Manager based in London. He is responsible for managing bespoke discretionary portfolios on behalf of a range of clients. Nicholas is currently the lead for portfolio lending at Brooks Macdonald, alongside his role as Chairman of the Charities Committee.

Prior to joining Brooks Macdonald, Nicholas worked for Ravenscroft Group in various roles within their Corporate Finance and Investment Management teams based both on and offshore, latterly as Head of London for the group.

Nicholas holds the Certificate in Private Client Investment Advice & Management (PCIAM), as well as being a Chartered Member of the Chartered Institute for Securities & Investments (Chartered MCSI).

Nick joined Brooks Macdonald in 2019. He manages bespoke discretionary portfolios for a range of clients.

Prior to joining Brooks Macdonald, Nick worked at Barclays Wealth as a Senior Portfolio Manager. He has also worked at Allied Provincial Securities Ltd, Greig Middleton & Co Ltd and Gerrard Ltd. He has over 24 years’ experience in financial services.

Nick is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

Nick sits on our UK stocks research team.

Oliver joined Brooks Macdonald in 2020 as a Relationship Manager. He works with private clients who are based primarily in Asia, as well as a small number of private clients residing in Israel and Switzerland. His focus is to manage these relationships while providing high quality investment planning solutions to all clients.

Prior to joining Brooks Macdonald, Oliver worked as a Private Banking Advice Manager for Lloyds International Private Bank where he managed relationships for expatriate clients based in the Asia region. During his time in this role, he visited both Hong Kong and Thailand on a regular basis to meet with clients. Oliver has over 15 years’ experience in the financial services industry.

Oliver is a Chartered member of the Chartered Insurance Institute (CII) where he holds the Level 6 Advanced Diploma in Financial Planning.

Olivia joined Brooks Macdonald in 2019 and provides advice in a wide range of areas including investment planning, retirement planning, family and business protection and inheritance tax matters. She previously specialised in mortgage and equity release finance and has worked at multiple start-ups in the past.

Olivia is a member of the Chartered Insurance Institute (CII), and holds the Diploma in Financial Planning and Certificate in Mortgage Advice and Equity Release.

Paul joined Brooks Macdonald in 2019. He assists in the management of bespoke discretionary portfolios for a range of clients.

Prior to joining Brooks Macdonald, Paul worked as an Investment Manager at Blackadders Wealth Management and as a Portfolio Manager at Charles Stanley. Paul has 9 years’ experience in private client wealth management.

Paul is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

Paul sits on our UK stocks and Fixed Income research teams.

Peter joined Brooks Macdonald in 2020 and manages discretionary portfolios on behalf of a range of clients. His focus is primarily on fixed income portfolios and the fixed income funds range as well as being involved with managing multi-asset strategies.

He has over 15 years of experience in the financial services industry including both sales and trading roles at investment banks in London. He has previously worked for Morgan Stanley, KBC, Nomura and most recently for HM Treasury where he was a Senior Dealer, responsible for UK gilt issuance at the Debt Management Office.

Peter has an MBA from London Business School, an Advanced Diploma in Management Accounting (CIMA Adv Dip MA) and holds the Certificate in Private Client Investment Advice and Management (PCIAM).

Phil joined Brooks Macdonald in 2019 and runs the Isle of Man team with a focus on business development.

Prior to this, Phil held senior positions at Zurich, Swiss Life and Miton Optimal, including 10 years spent overseas, resident in the Middle East and Singapore. Phil holds an honours degree in Financial Services and qualifications from the Chartered Insurance Institute and CFA UK. He has over 25 years’ experience in financial services.

Phoebe joined Brooks Macdonald in 2021 and manages bespoke discretionary portfolios on behalf of private clients, trustees and financial advisers. She also participates in our Investment and Research Committees.

Prior to joining Brooks Macdonald, Phoebe worked as a Wealth Manager for BNP Paribas Private Bank, providing banking and investment services to ultra-high net worth individuals, trusts and family offices.

Phoebe is a Chartered Member of the Chartered Institute of Securities and Investment (CISI), and she holds a Distinction in the Level 6 Certificate in Private Client Investment Advice and Management (PCIAM) and the Level 4 Investment Advice Diploma (IAD). Phoebe has worked in the financial services industry since 2012.

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

Prior to joining Brooks Macdonald, Pippa worked at Charles Stanley for six years. She is a Chartered Financial Analyst (CFA) holder.

Pippa heads up the Far East & emerging markets research team and also sits on our responsible investment research team.

Priscilla joined Brooks Macdonald as an Investment Specialist in April 2023 and is responsible for providing expert advice on investment strategies and portfolio management to promote and distribute the firms investment services to clients.

Priscilla has over seven years’ experience as an Investment Specialist at Pictet Wealth Management in Hong Kong, focusing on delivering tailored investment strategies for private clients, multi-family offices and charitable foundations. She started her career as an Investment Solutions Analyst with Pictet after obtaining a master's degree in Engineering, Economics and Management from University of Oxford. Priscilla is also a CFA charterholder.

Rachel joined Brooks Macdonald in 2020 and offers expertise in various areas, including investment planning, retirement strategies, family and business protection and complex inheritance tax planning.

As a member of the Personal Finance Society (PFS), Rachel holds the Diploma in Regulated Financial Planning. She became a qualified consultant in 2021 and has over five years of experience in financial services tailored to private clients. Her background includes some time in the international office, where she provided offshore clients with investment advice, before relocating to London.

Rachael joined Brooks Macdonald in 2019 and manages portfolios for private clients, charities, companies, trusts and pensions.

Prior to joining Brooks Macdonald, Rachael worked for Brewin Dolphin, Willis Towers Watson and Yorkshire Investment Group. She has over 14 years’ experience in the industry.

Rachael is a Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager and a Chartered Fellow of the CISI. Rachael is specialised in structured products and has also passed the derivatives module of the Investment Advice Diploma (IAD). She also specialises in Responsible Investments and holds the CFA ESG Investing Certificate.

Richard joined Brooks Macdonald in 2007 as a founding member of the Manchester Office. He oversees the region’s investment and research teams, and is also the Investment Head of the Court of Protection Strategies.

Prior to joining Brooks Macdonald, Richard worked at James Brearley & Sons Ltd as head of its investment management division. He has over 26 years’ experience in financial services.

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

Richard joined Brooks Macdonald in 2011 and manages portfolios for clients acting on their own behalf, including SIPPs, offshore bonds and ISAs, and for trustees of discretionary, interest in possession and charitable trusts.

Prior to joining Brooks Macdonald, Richard worked at Clarke Willmott LLP and Rowan Dartington & Co. He has over 25 years’ experience in financial services.

Richard is a Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager and a Fellow of the CISI. His qualifications include the Certificate in Private Client Investment Advice & Management (PCIAM).

Richard joined Brooks Macdonald in 2012 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.

Formerly, Richard was Head of Research. Prior to joining Brooks Macdonald, he was Head of Fund Research at Collins Stewart where he was instrumental in developing the multi-manager fund research function and responsible for monitoring the effectiveness of investment policy.

Richard has over 30 years’ experience in investment management and financial services.

Richard joined Brooks Macdonald in 2012 and manages bespoke discretionary portfolios on behalf of a range of clients. Richard is a member of the Brooks Macdonald International Asset Allocation and Asset Selection committees, as well as the International stocks research team.

Prior to joining Brooks Macdonald, Richard worked at Collins Stewart Ltd as a Senior Investment Manager. He has over 18 years’ experience in the financial services industry.

Richard is a Chartered Member of the Chartered Institute for Securities & Investment and holds the Chartered Wealth Manager Qualification, as well as the Certificate in Private Client Investment Advice & Management.