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Who's Moving Where In Wealth Management? - Brooks Macdonald, Robeco, Others

Editorial Staff

11 August 2021

Brooks Macdonald
Wealth manager , the UK financial planning and wealth management group, has appointed Andrew Barker as director of proposition.

Barker will be responsible for enhancing Succession’s proposition across several key areas including platform, investment strategy, use of technology and the protection and mortgage offering. 

He will lead on communicating changes to Succession’s 180 financial planners, 600 staff and more than 17,000 clients. He will also be responsible for the company’s Independent Schools and Employee Benefits businesses, along with the firm’s brand marketing.

He is joining from Standard Life where he was head of advice proposition and delivery for the digital retirement advice business. Previously he worked at financial services institutions including Prudential, Lloyds Banking Group and Bank of Scotland.