Brooks Macdonald Group plc announced that Andrew Shepherd has notified the board of his decision to retire after twenty two years with the Group, and latterly three as Group Chief Executive Officer. The Group announced the appointment of Andrea Montague as Group Chief Executive Officer from 1 October 2024, subject to regulatory approval. To ensure a smooth handover of responsibilities, in conjunction with her role of Chief Financial Officer, Andrea has been appointed as Group Chief Executive Officer Designate from 1 July 2024.

Andrea is currently Executive Director and Chief Financial Officer at Brooks Macdonald, having joined the Group in August 2023. Andrea has a breadth of experience in the UK long-term savings and asset management sector, with an extensive board and executive track record. 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.