Brooks Macdonald has named Will Hobbs as its next chief investment officer (CIO), with his tenure set to begin on 7 April 2026, subject to regulatory approval.

Hobbs has a background in managing global portfolios and investment strategies for high-net-worth clients.

His career started at Barclays over 20 years ago, where he was a senior global equity analyst in the consumer sector.

He later rose to roles such as head of global equity strategy, head of investment strategy, and most recently held the post of chief investment officer and head of UK multi asset wealth.

Will Hobbs said: “I am pleased to join Brooks Macdonald, a company with 35 years of excellent client service and a strong investment approach. I look forward to working with the Brooks Macdonald team.”

Brooks Macdonald CEO Andrea Montague said: “I am delighted to welcome Will to Brooks Macdonald as our Chief Investment Officer. With his leadership and depth and breadth of experience, Will is an invaluable addition to our team as we continue to deliver strong investment performance, product innovation, and excellent client service.”

Hobbs will report to Andrea and become part of the firm's executive committee.

In six months ended 31 December 2025, the firm’s total funds under management and advice reached £20.1bn ($26.8bn), a 5% increase from £19.1bn reported at the end of June 2025.

Underlying profit before tax was £13.6m, with a margin of 23.4%. Revenue stood at £58.2m for the period, up 12%, supported mainly by growth in financial planning and fee income, although gains were partly offset by lower results from interest and transactional activities.

"Brooks Macdonald appoints new CIO " was originally created and published by Private Banker International, a GlobalData owned brand.

 

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