Creating conditions for success
July
September 2024 • Announced sale of Brooks Macdonald International (“BMI”). • Launched a new strategy, focused on ‘Reigniting Growth’.
October
November
2024
2024
2024
• Andrea Montague was
• Andrea Montague was appointed as Group Chief Executive Officer (“CEO”). • Completed the acquisition of CST Wealth Management, a chartered financial planning firm based in Wales.
• Completed the acquisition of Norwich-based Lucas Fettes, which enhances the Group’s financial planning capabilities in East Anglia. • Katherine Jones was appointed as Group Chief Financial Officer (“CFO”). • Catherine Steele joined the Executive Committee as Group Communications and Marketing Director.
appointed as Group Chief Executive Officer Designate.
January
February
March
June
2025
2025
2025
2025
• Completed the acquisition of LIFT, further expanding the Group’s financial planning business. • Initiated £10 million share buyback programme. • Announced intention to move to the Main Market of the London Stock Exchange (“LSE”).
• Completed the sale of Brooks Macdonald International, which
• Completed the move from AIM to the Main Market of the LSE. • Launched the new Global Managed Portfolio Service. • Neil Cowell joined the Executive Committee as Group Director of Distribution.
• Launched Brooks Macdonald Retirement Strategies to address a growing need for hybrid retirement products. • Joined the FTSE Small Cap index. • Karen Charlery and Josh Lewsey joined the Executive Committee as Chief Operating Officer, and Group Strategy and Corporate Development Officer, respectively.
repositions the Group as a UK-focused wealth manager.
• Undertook nationwide
roadshows, meeting with over 250 Independent Financial Adviser (“IFA”) firms across the UK.
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Brooks Macdonald Group plc Annual Report and Accounts 2025
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