Brooks Macdonald CEO - Culture, deal rumours, and tech transition woes

The Wealth Show - A podcast by Citywire

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Brooks Macdonald chief executive Andrew Shepherd has said his firm may have set over-ambitious goals for its switch to a new operating system. During a visit to Citywire Studios, Shepherd spoke about the delay in the transition to SS&C Technologies software, which increased the wealth firm’s costs, as it missed a late 2021 deadline to make the move.

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