Dale Brooksbank

Observer
DISC Type : ci

Head of Equity Index Group, Europe at Vanguard

London, England, United Kingdom

Overview

Dale Brooksbank is the Head of the Equity Index Group for Europe at Vanguard. His extensive career includes senior trading and portfolio management roles, notably as Head of Equities Trading at the Abu Dhabi Investment Authority (ADIA) and Head of EMEA Trading at State Street Global Advisors. He studied Investment Management at Harvard Business School.

Personality Overview

Value Driven

Curious

Example Seeker

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They ask a lot of questions and rely heavily on information and collaterals. They are generally strong communicators and are not easy to convince.

Topics They Care About

Global Equity Trading
Managed global equities trading teams covering Asia, EMEA, and the Americas at both ADIA and State Street Global Advisors.
Portfolio Management
Has held multiple senior portfolio manager and trading roles, demonstrating deep expertise in managing investment portfolios across asset classes.
Team Development
Publicly posts about creating exciting opportunities for his team and is committed to supporting and developing talent to help them grow.

Media Appearances

Brooksbank named senior portfolio manager at Vanguard. Featured in FI Desk

See Now

Work History

2-2024
Head of Equity Index Group, Europe at Vanguard
4-2021
Senior Portfolio Manager at Vanguard
10-2016 - 1-2021
Head of Equities Trading at Abu Dhabi Investment Authority (ADIA)
7-2006 - 9-2016
Head of Trading, EMEA at State Street Global Advisors
12-2004 - 7-2006
Equity & Derivatives Trading at Legal & General Investment Management

Education

2022 - 2022
Investment Management from Harvard Business School
1993 - 1996
Distinction from University of Hertfordshire

More Information

Social Presence :

Prographics :

Exp : 24 Location : London, England, United Kingdom Job Level : Mid-senior Designation : Head of Equity Index Group, Europe at Vanguard
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Insights For Selling To Dale

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Help them realize that there is no personal risk in making this decision
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dale is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Dale

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Dale move?

  • They like to analyze well and then make their decisions.
  • Can Dale take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Dale

Personality Compatibility


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