Investment management firm Brooks Macdonald Group plc (BRK.L) announced that Andrew Shepherd has decided to retire after twenty-two years with the Group, including three years as Group Chief Executive Officer.
The company also announced the appointment of Andrea Montague as Group Chief Executive Officer from 1st October 2024, subject to regulatory approval. To facilitate a smooth transition of duties, Andrea, who currently serves as Chief Financial Officer, has been appointed as Group Chief Executive Officer Designate starting July 1, 2024.
Andrea is currently Executive Director and Chief Financial Officer at Brooks Macdonald, having joined the Group in August 2023. Prior to joining Brooks Macdonald Andrea was most recently Group Chief Risk Officer at Aviva, and Group Chief Financial Controller before that. Andrea also held senior leadership positions at Royal London Group and Standard Life plc.
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