Executive Committee

Andrea joined Brooks Macdonald in August 2023 as Chief Financial Officer, bringing an impressive track record and experience of operating at Board and Executive level across the UK long-term savings and asset management sector.

Most recently, Andrea was Group Chief Risk Officer at Aviva, where she had previously been Group Chief Financial Controller. Prior to that, Andrea has held senior leadership roles including Deputy Group CFO at Royal London and Group Chief Internal Auditor at Standard Life plc.

Her formative years were spent at PricewaterhouseCoopers, where she qualified as a chartered accountant.

Simon Broomfield joined Brooks Macdonald in 2008 and he is the Group’s General Counsel and Chief People Officer.

As CPO, Simon is responsible for building and leading our people strategy, and is responsible for all aspects of HR, including talent recruitment and development. In his General Counsel role, Simon advises the Group directors and employees on all legal matters affecting the group in all jurisdictions. He is also responsible for managing the group legal team and acts as the company’s data protection officer.

Simon was called to the Bar of England & Wales in 2002 and admitted as a Solicitor of the Senior Courts of England & Wales in 2009. He has significant experience in civil litigation, corporate and commercial law, banking and financial services law, M&A, consumer credit, and data protection.

Simon has an MBA from Imperial College and is Vice President and former Chair of the Bar Association for Commerce, Finance and Industry. He is also a Chartered Member of the Chartered Institute of Securities and Investments.

Robin is the Chief Commercial Officer (CCO) and a member of the Executive Leadership Team of Brooks Macdonald. In his role as CCO, Robin is responsible for all the Front Office teams and accountable for all aspects of sales, go-to-market and revenue and margin generation. This is across the distinct client groups of Intermediaries and Private Clients.

Robin has been with BM for 23 years, initially as an Investment Manager and subsequently has held senior management roles, most recently as Managing Director and Head of UK Investment Management.

He is also a Chartered Member of the Chartered Institute of Securities & Investment (Chartered MCSI).

Katherine joined Brooks Macdonald in November 2024 as Chief Financial Officer, responsible for leading the overall strategic and financial performance of the business

Katherine has over 20 years of experience in Financial Services leading high-performing strategic financial planning, reporting and tax teams, finance transformation, investor relations and complex corporate transactions.

Before joining Brooks Macdonald, Katherine was most recently Group Finance Director at Phoenix Group, and prior to that, she held senior finance roles including Group Head of Financial Performance at Prudential Plc and Director of Investor Relations at Partnership Plc (now Just Group plc).

Katherine is a chartered accountant and qualified at KPMG in Insurance and Asset Management Audit and Transaction Services.

Alick Mackay is the Strategy & Corporate Development Director of the Brooks Macdonald Group, and a member of the Executive Committee.

Joining Brooks Macdonald in 2017, Alick owns all areas of the strategy and corporate development agenda, including the Group’s approach to potential acquisitions and disposals.

Alick has over 30 years working in financial services, principally in wealth management and banking, in roles covering strategy, consulting, COO and technology. Immediately prior to joining Brooks Macdonald, Alick worked at Royal Bank of Scotland for ten years, leading the strategy team in the investment bank and playing a COO role in the capital markets business. He has also worked for ABN AMRO and McKinsey.

Alick has a degree in Mathematics & Natural Philosophy from the University of Aberdeen, an MSc in Mathematics from the Open University and an MBA from Columbia Business School, New York.

Louis joined Brooks Macdonald in September 2023 as Chief Risk Officer, and is a member of the Executive Committee. He is responsible for the Group Risk, Investment Risk, Compliance and Financial Crime functions and has day-to-day oversight of the outsourced internal audit relationship.

Louis has 30 years’ experience in financial services, predominantly overseeing risk, compliance and conduct across insurance, wealth management, retail banking, investment management and, most recently for FNZ, a technology and outsource service provider, as the UKMEA CRO.

Louis has delivered multiple risk and regulatory projects throughout his career and has extensive experience in interacting with regulators.

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