Brooks Macdonald Group plc
For immediate release
12 September 2024
Katherine Jones appointed as
Chief Financial Officer
Brooks Macdonald Group plc ("The
Group," "Brooks Macdonald") is pleased to announce the appointment
of Katherine Jones as Chief Financial Officer ("CFO") and Executive
Director with effect from 1 November 2024, subject to regulatory
approval.
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."
Enquiries
to:
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.
In accordance with Schedule 2 (g) of
the AIM Rules for Companies, Katherine Louise Jones (aged 43 years)
holds/has held the following directorships/partnerships in the last
five years:
Disclosure under Schedule 2 (g) of the AIM Rules for
Companies
Katherine Louise Jones (formerly
Barker), aged 43, holds/has held the following
directorships/partnerships in the last five years:
|
Current Directorships / Partnerships
|
Previous Directorships / Partnerships
|
|
·
Phoenix Group Management Services
Limited
|
·
Group Services Limited
|
|
·
Phoenix Life Assurance Europe Designated Activity
Company
|
·
IH (Jersey) Limited
|
|
·
Standard Life International Designated Activity
Company
|
·
Phoenix Wealth Holdings Limited
|
|
·
SLFC Services Company (UK) Limited
|
·
ReAssure Companies Services Limited
|
|
·
Phoenix Group Management Services
Limited
|
·
ReAssure Midco Limited
|
|
·
Reassure UK Services Limited
|
·
Standard Life Mortgages Limited
|
|
|
·
Pearl Assurance Group Holdings Limited
|
|
|
·
Impala Loan Company 1 Limited
|
|
|
·
Pearl Group Holdings (No. 2) Limited
|
|
|
·
PGH CA Limited
|
|
|
·
Pearl Life Holdings Limited
|
|
|
·
Phoenix SCP Limited
|
|
|
·
Scottish Mutual Assurance Limited
|
|
|
·
Standard Life Assets and Employee Services
Limited
|
|
|
·
Standard Life Lifetime Mortgages
|
|
|
·
Prudential (US Holdco 1) Ltd
|
|
|
·
Prudential Africa Holdings Ltd
|
|
|
·
Prudential Services Ltd
|
|
|
·
Prudential Holdings Ltd
|
|
|
·
Prudential Corporation Holdings Ltd
|
|
|
·
Prudential Capital PLC
|
Forward-looking statements
This announcement may include
statements, beliefs or opinions that are, or may be deemed to be,
"forward-looking statements". These forward-looking statements may
be identified by the use of forward-looking terminology, including
the terms "believes", "estimates", "plans", "projects",
"anticipates", "targets", "aims", "continues", "expects",
"intends", "hopes", "may", "will", "would", "could" or "should" or,
in each case, their negative or other variations or comparable
terminology, or by discussions of strategy, plans, objectives,
goals, future events or intentions. No representation or warranty
is made that any of these statements or forecasts will come to pass
or that any forecast results will be achieved. Forward-looking
statements may and often do differ materially from actual results.
Any forward-looking statements contained in the announcement speak
only as of their respective dates, reflect Brooks Macdonald's
current view with respect to future events and are subject to risks
relating to future events and other risks, uncertainties and
assumptions relating to Brooks Macdonald's business, results of
operations, financial position, liquidity, prospects, growth and
strategies.
Except as required by any applicable
law or regulation, Brooks Macdonald expressly disclaims any
obligation or undertaking to release publicly any updates or
revisions to any forward-looking statements contained in this
announcement or any other forward-looking statements it may make
whether as a result of new information, future developments or
otherwise.
www.brooksmacdonald.com
/ @BrooksMacdonald