Brian McLean Chartered
Head of Strategic Change @Evelyn Partners
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WORK HISTORY
Head of Strategic Change @Evelyn Partners
Glasgow, GB
I lead enterprise transformation initiatives to translate group strategy into executable programmes across regulated operating entities. Remit and achievements include: Group-wide Consumer Duty design and implementation to establish consistent regulatory alignment, governance assurance, and operational evidence. Designed and implemented an in-house pricing and fee capability that replaced consultant dependency and delivered £3.5m of incremental EBITDA per annum. Partnered with data science teams to deploy data-led client insight capability supporting retention, net new money growth, and commercial decision-making. Sponsor delivery of critical regulatory and market infrastructure change, including US T+1 settlement and Sustainable Disclosure Requirements.
EDUCATION
University of Strathclyde
Executive MBA
ABOUT BRIAN MCLEAN CHARTERED
I operate as a board-level financial services leader with COO-level accountability across wealth management, fund administration, custody, and regulated financial services environments. I am recognised for strategic judgement, regulatory credibility, and the ability to stabilise, scale, and govern complex operating models under sustained scrutiny. My background spans more than two decades in regulated financial services, including eight years as an FCA SMF3 Executive Director with direct responsibility for operational governance, client outcomes, and regulatory assurance. Achievements including leading enterprise operating models, integrating post-merger organisations, delivering sustained profitability, and overseeing high-risk operational change involving client assets, market infrastructure, and regulatory delivery. I have operated within standalone ACD and fund services governance structures, worked closely with boards and regulators, and held de facto COO responsibility alongside formal executive and board roles. Key areas of focus include: Enterprise operations leadership across regulated financial services Fund administration, custody, settlement, and client asset protection Board governance, FCA engagement, and SMF accountability Operating model design, post-merger integration, and cost discipline Commercial optimisation aligned to Consumer Duty and client fairness Performance management, people development, and multi-site leadership I bring a calm, outcome-led operating style that balances commercial discipline with regulatory confidence, enabling boards and executive teams to make sound decisions in high-stakes, high-accountability environments. Specialties: Enterprise Operations Leadership | Regulated Financial Services Operations | Fund Administration and ACD Oversight | Custody and Settlement Operations | Client Asset Protection and CASS Governance | Operating Model Design and Post-Merger Integration | Board and Committee Governance | FCA Engagement and SMF Accountability | Pricing and Profitability Management | Performance Management and Operational Excellence | Multi-Site Workforce Leadership | Operational Resilience and Market InfrastructureDisclaimer: Views expressed are my own and do not represent those of my employer.
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