Episodes
Wednesday Jun 24, 2020
Wednesday Jun 24, 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
Version: 20240731
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