This week Nick talks to Andrea Montague
Andrea joined Brooks Macdonald as Chief Financial Officer in August 2023 and became Chief Executive Officer in October 2024. A chartered accountant, she has extensive Board and Executive-level experience across wealth management, long-term savings and asset management, having held senior roles at Aviva, Royal London and Standard Life. Her expertise spans strategic, financial and operational leadership, with a focus on client outcomes and sustainable growth. In 2026, Andrea joined the Board of PIMFA, reflecting her leadership and influence across the UK wealth management sector.
Nick and Andrea discuss the evolution of the UK wealth management sector, highlighting a growing long-term opportunity driven by an ageing population, the shift from defined benefit to defined contribution pensions and an increasing need for individuals to take greater responsibility for retirement planning. The sector remains highly competitive and fragmented, with consolidation accelerating across both wealth management and financial advice, while demand for advice remains significantly underpenetrated.
Book Choice
How to Win Friends and Influence People, Dale Carnegie
Music Choice
Into the Mystic – Van Morrison
A Different Perspective is a Zeus podcast, hosted by Nick Searle, Co-Head of Equity Sales. Here, Nick interviews interesting characters from the world of business and finance, to uncover a different perspective.
Zeus is an independent financial services group working across public and private capital markets in the UK. We work alongside many of the most exciting businesses in the UK and we are passionate about supporting our clients. This podcast is a series of interviews with interesting characters from the world of business and finance, uncovering a different perspective.
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