
Tranforming Recruitment Through Inclusive Design
With a strengths-based framework powered by BeTalent, Brooks Macdonald redefined recruitment – reducing bias, expanding talent reach, and surpassing diversity targets.
“Working with BeTalent in revolutionising our assessment approach is changing the way the business is thinking about diversity and inclusion, It has set the standard for what good recruitment looks like. Not only has it delivered everything we wanted, it has identified the proactive steps needed to create a more culturally inclusive organisation.”
— Andrew Shepherd, CEO, Brooks Macdonald
One of the UK’s leading investment management firms
Sector: Financial Services
14 locations across the UK and Crown territories and £18bn+ discretionary funds under management
Focus: Strengths & Psychological Safety, blueprinting and consulting
Improving Diversity by Design at Brooks Macdonald
This case study shows how BeTalent partnered with Brooks Macdonald to transform its recruitment strategy with a strengths-based, diversity-focused framework. By tackling bias in hiring and embedding inclusive recruitment practices, the business expanded its talent reach, improved gender, ethnic and cognitive diversity, and created a fairer, more sustainable approach to recruitment. The result: a measurable boost in representation and long-term retention, setting a new benchmark for diversity and inclusion in financial services recruitment.
Challenge
Brooks Macdonald wanted to take a revolutionary approach to its recruitment programmes and address the gender, ethnic and cognitive diversity balance within the business as a priority. The objective was to actively recruit a strengths-based team that has varied cognitive diversity and make a measurable difference to the number of people employed, and retained, from minority groups.
Our Approach
BeTalent developed the ‘Improving Diversity by Design’ framework, a targeted, data-driven approach to reimagine the recruitment process, which included:
C-Suite interviews, analysis and benchmarking
Designing a Strengths-based blueprint for recruitment
Defining collaborative behaviours
Transforming the recruitment process: applications forms, interview questions and ratings
Identifying and removing bias (written) as well as training of senior managers (assumed and spoken)
Using BeTalent Strengths and Psychological Safety to identify individual strengths and measure psychological safety (ongoing for retention)
Widening the net of advertising to increase the pool of applicants from different backgrounds
Retention planning
Deployment and Impact
BeTalent’s ‘Improving Diversity by Design’ framework was deployed with the aim to:
gain leadership engagement and buy-in
identify essential qualities and collaborative behaviours in candidates
tailor strengths-based recruitment to Brooks Macdonald’s needs
create a fair and inclusive selection process
expand recruitment efforts beyond traditional channels to reach underrepresented demographics
create an inclusive environment where diverse perspectives are valued and supported
embed retention planning into the recruitment process from the start.
During the assessment and selection process, key performance indicators across demographic (sex, race) and cognitive diversity (Interact, Lead, Deliver and Act) ranges exceeded the 50% target which was set at the outset.
The success of the programme was further used as a catapult to roll out the blueprint across the business and apply a similar approach to the recruitment of trainees, summer intern intakes - through to the most senior roles in the company.
Why it Worked
Strengths-based blueprint: BeTalent’s tailored framework redefined recruitment around strengths and collaborative behaviours.
Bias-free process: Tools and training removed hidden barriers, creating a fairer and more inclusive selection experience.
Broader reach: Expanded outreach and advertising attracted talent from more diverse backgrounds.
Sustainable impact: Strengths and Psychological Safety assessments ensured retention and long-term cultural inclusion.
Ready to build a fairer, strengths-based recruitment process?