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Who's Moving Where In Wealth Management? – B2PRIME Group, 7IM, Others

Editorial Staff

16 May 2025

B2PRIME Group
, has appointed Karen Charlery (pictured) as chief operating officer (COO) taking effect from 23 June. She is replacing Gavin Neilson who has been the interim COO since August 2024.

Charlery, who has more than 20 years of experience in the financial services sector, has expertise in technology, operations, and regulatory change from her time with BlackRock, where she was most recently EMEA head of regulatory change.

"I am delighted to welcome Karen to Brooks Macdonald and to my executive committee. Her record of success and leading operations and technology will be critical to Brooks Macdonald in the execution of our strategy to Reignite Growth,” Andrea Montague, CEO of Brooks Macdonald, said.