Brooks Macdonald : appoints Chief Financial Officer

Brooks Macdonald is pleased to announce the appointment of Andrea Montague as Executive Director and Chief Financial Officer effective 1 August 2023, subject to regulatory approval.

Andrea has a breadth of experience in the UK long-term savings and asset management sector, with an extensive board and executive track record. She was most recently Group Chief Risk Officer at Aviva, where she had previously been Group Chief Financial Controller. Prior to that, Andrea held senior Finance leadership positions at Royal London and Standard Life and earlier in her career she worked at Scottish & Newcastle and PricewaterhouseCoopers.

Commenting on the appointment, Acting Chairman Richard Price said:

"I am delighted to welcome Andrea to Brooks Macdonald. She was the outstanding candidate in a strong field and the depth of her experience will be enormously valuable to the Group in continuing to drive forward our ambitious growth strategy."

Andrea Montague, incoming Executive Director and Chief Financial Officer, added:

"I am excited to join Brooks Macdonald, a business with a strong focus and a clear strategy. I look forward to working with Andrew Shepherd, his team and the Board to accelerate the company's growth."

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Brooks Macdonald

Brad Ryan, PR Manager

[email protected]

Direct: 020 7659 5837 Mobile: 07563 764 953

Brooks Macdonald Group plc, through its various subsidiaries, provides leading investment 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 £16.8 billion as at 31 March 2023.

Brooks Macdonald offers a range of investment management services to private high net worth individuals, pension funds, institutions, charities and trusts. The Group also provides financial planning as well as international investment management and acts as fund manager to a range of UK and international funds.

The Group has 15 offices across the UK and Crown Dependencies including London, Cheltenham, East Anglia, Exeter, Leamington Spa, Leeds, Manchester, Nuneaton, Southampton, Tunbridge Wells, Scotland, Wales, Jersey, Guernsey and Isle of Man.