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15 May 2025 -
Press release
Brooks Macdonald strengthens Executive Committee
Brooks Macdonald today announces the appointment of Karen Charlery as Chief Operating Officer (COO) effective 23 June. She replaces Gavin Neilson who has been Interim COO since August 2024.
Karen brings over 20 years of experience in the financial services sector with significant expertise in the areas of technology, operations, and regulatory change from her time with BlackRock most recently as EMEA Head of Regulatory Change.
Andrea Montague, CEO of Brooks Macdonald, said:
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About Brooks Macdonald
Brooks Macdonald Group plc is a leading provider of wealth management services in the UK. Proudly serving IFAs and clients since 1991, Brooks Macdonald is independent, financially strong, and aims to deliver strong and consistent investment performance for clients to meet their financial objectives. Brooks Macdonald provides innovative investment solutions to support IFAs and their clients throughout their entire lives as needs and circumstances change. The company is recognised as an innovator in the industry having been one of the first to develop and launch key products such as Managed Portfolio Service.
Realising Ambitions. Securing Futures. We are Brooks Macdonald.
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