Brooks Macdonald Makes Managerial Changes

Robbie Lawther

6 December 2017

Investment management firm has made several senior managerial changes, and has appointed two new members to its offices in Wales.

The firm has appointed Jason Wood as chief operating officer. He joins Brooks Macdonald after 21 years at Schroders. He has years of experience in operations, technology and change, the firm said in a statement.

Wood will lead enhancements to its technology strategy and operational framework, to deliver improved effectiveness and efficiency, as the firm looks to build a platform for sustainable growth. This publication has contacted the firm about who Wood is replacing as COO, and will update in due course.

After 17 years at Brooks Macdonald, Simon Jackson, group finance director, has decided to step down from the board and will leave the group in April 2018.

Jackson will remain an active member of the leadership team until April and will assist in the handover of his responsibilities. The firm has said that the process to identify his successor is underway and an announcement will be made in due course.

Also, Andrew Shepherd will take on an expanded role to include the position of managing director of distribution, as well as continuing as group deputy chief executive. This expanded role comes into effect on 1 February.

Wales
As well as the managerial changes, Brooks Macdonald has appointed Stuart Hutchinson as an investment manager and Ceri Fox as senior investment management administrator. They will both be based in the company’s Wales office in Cardiff.

With over 11 years’ experience working in the financial services industry, Hutchinson will be responsible at Brooks Macdonald for managing discretionary portfolios on behalf of a range of clients. This appointment is subject to regulatory approval.

Hutchinson previously worked as an investment manager for WH Ireland in Cardiff.

Fox previously worked at Brewin Dolphin, where she held the position of senior administrator. Prior to this, she worked for Gwent Police as a data analyst.