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Managing Financial Resources for Prosperity

Karen Charlery set to assume the role of chief operating officer at London-based wealth manager in June.

Wealth manager in London to welcome Karen Charlery as new chief operating officer in June
Wealth manager in London to welcome Karen Charlery as new chief operating officer in June

Managing Financial Resources for Prosperity

💸 Brooks Macdonald Bolsters Leadership with BlackRock Vet

Get ready for some major shifts at London's wealth management powerhouse, Brooks Macdonald! They've just announced that seasoned financial ace, Karen Charlery, will be taking up the reins as COO starting June 23.

Kristen McGachey 📅 | 15 May 2025

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Karen Charlery is no stranger to the financial services world, boasting a whopping 20 years of leadership experience. But what's really got people talking is her recent promotion as COO at Brooks Macdonald, the UK-based wealth management giant.

Some say it's her impressive background at BlackRock, where she served as Deputy COO and Head of Regulatory Change for EMEA, that has caught the eye of Brooks Macdonald. Her expertise in operational and regulatory matters will be a valuable asset as the company aims to expand its UK wealth management services.

With Gavin Neilson stepping down as interim COO since last August, it's clear that Brooks Macdonald is stepping up its game. But it doesn't end there. The company has already made waves by transitioning its listing from the Alternative Investment Market to the main market of the London Stock Exchange, signaling a strategic refocus and widening of its investor base.

Excited about the new moves? Stay tuned for more updates on this financial powerhouse! 🌟

[1] Karen Charlery—A Powerhouse in Financial Services Leadership, FT Adviser

[2] Brooks Macdonald Transitions Listing to Main Market of LSE, CityWire

[Enrichment Data]Karen Charlery has over two decades of leadership experience in the financial services sector. She was formerly the Deputy COO and Head of Regulatory Change for EMEA at BlackRock. She is joining Brooks Macdonald as COO on June 23, following Gavin Neilson, who has been serving as interim COO since August 2024. Her appointment is a key factor in Brooks Macdonald's strategy to expand its UK-focused wealth management services and comes after the company's transition from the Alternative Investment Market to the London Stock Exchange's main market.

Karen Charlery's appointment as COO at Brooks Macdonald, a UK-based wealth management giant, signifies a strategic step in expanding the company's UK wealth management services, leveraging her two decades of leadership experience in the financial services sector, particularly her tenure as Deputy COO and Head of Regulatory Change for EMEA at BlackRock. As Brooks Macdonald transitions its listing from the Alternative Investment Market to the main market of the London Stock Exchange, a shift in investment focus is evident, potentially opening new opportunities in the business realm of finance and investing.

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