Brooks Macdonald appoints CFO as its sells international wing to Canaccord Genuity Wealth

Katherine Jones appointed

Eve Maddock-Jones
clock • 2 min read

Brooks Macdonald has appointed Katherine Jones as its chief financial officer as the group agrees to sell its international business to Canaccord Genuity Wealth for up to £51m.

Jones will take on the role effective 1 November, joining from Phoenix Group Holdings where she was group finance director. Andrea Montague, who is taking over as CEO from Andrew Shepherd next month, said the company was "redefining our strategy" in a bid to increase growth, with a "renewed focus" on client services and "broadening and deepening our client reach". Brooks Macdonald names Andrea Montague as next CEO She said Jones' appointment was a key part of this pivot, stating "this appointment will strengthen my leadership team so we can continue to drive performance and execute...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on People moves

State Street's Ann Prendergast replaces JPMAM's Patrick Thomson as IA chair

State Street's Ann Prendergast replaces JPMAM's Patrick Thomson as IA chair

First joined the board May 2024

Eve Maddock-Jones
clock 11 July 2025 • 1 min read
Sparrows Capital promotes Phillip Young to deputy CIO role

Sparrows Capital promotes Phillip Young to deputy CIO role

Former investment analyst at the firm

Sorin Dojan
clock 10 July 2025 • 1 min read
Rishi Sunak returns to Goldman Sachs as a senior adviser

Rishi Sunak returns to Goldman Sachs as a senior adviser

Joined as an analyst in 2001

Linus Uhlig
clock 08 July 2025 • 1 min read
Trustpilot