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Brooks Macdonald (BRK)

Brooks Macdonald (BRK) acquisition of Lloyds Bank International’s offshore wealth management & funds

24 June 2020

Brooks Macdonald’s announcement of their acquisition of Lloyds Bank International’s offshore wealth management and funds business.
Presentation by CEO Caroline Connellan, Finance Director Ben Thorpe & CEO International & Group Deputy CEO Andrew Shepherd.

Caroline Connellan, CEO

Introduction – 00:17
Highlights of the Acquisition – 02:00
The strategy – 02:43

Andrew Shepherd, CEO International

Progress of the International Division – 04:00
About the Acquisition – 05:05
The quality of the business – 05:53
The fit – 07:48

Ben Thorpe, FD

Key transaction terms – 09:45
Financial benefits – 11:28

Caroline Connellan, CEO

Conclusion – 12:38

Q&A – 14:04

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