Why invest in Brooks Macdonald?
Learn about our investment case, business model and our ‘Reignite Growth’ strategy, as well as the structural trends in the UK wealth management sector.
Our investment case
UK-focused wealth manager with an effective investment proposition at its core.
We believe there are six compelling elements to our investment proposition.
- We serve an attractive growth market
- We offer a broad well-structured product range
- Brand recognition built on trust and long-standing client relationships
- Experienced leadership, executing at pace
- Centralised investment proposition, with consistent strong long-term investment performance
- Capital-light model with strong cash generation
Medium-term targets>5% annualised net flows<5% annual BAU cost growth
Financial highlights
(for the six months ended 31 December 2025)
FUMA
£20.1bn
(H1 2025: £17.3bn)
Net flows
£2m
(H1 2025: outflows £262m)
Revenue
£58.2m
(H1 2025: £51.9m)
Statutory diluted EPS
29.4p
(H1 2025: 56.2p)
Underlying diluted EPS
64.2p
(H1 2025: 68.8p)
Interim dividend per share
31.0p
(H1 2025: 30.0p)
Our strategy
We have refocused our strategy to take advantage of the growth opportunities in the UK wealth management sector. It is based on three pillars and supplemented by targeted M&A against strict criteria.
Delivering excellent client service
Delivering excellent client services is at the heart of what we do. It’s important we meet the evolving expectations of our clients by listening and understanding what our clients want and responding with improvements to our service.
Progress in H1 2026
- Launched new mobile app
- Group-wide AI strategy
- Interactive access to product information
- Digitise onboarding across all services
Broadening and deepening client reach
We will focus on taking the Group’s broad product range to our existing network and new connections, increase brand awareness and enhance client data analytics to support lead generation.
Progress in H1 2026
- Adviser roadshows
- Group-wide AI strategy
- Accelerate engagement with networks and advisers
- Strategic hires
- Product innovation
- Enhanced our offer to high net-worth clients
Driving scale and efficiencies
We will focus on building talent and execution capabilities to support delivery of client service, leverage automation across the front-office and support teams to increase productivity and optimise investment and client reporting processes to improve efficiency.
Progress in H1 2026
>£1m savings delivered- FUMA up 5% to £20.1 billion
- MPS annualised net flows of 12%
- Group-wide AI strategy
- ‘Fit for future’ data strategy
- Digitise workflows and automate operations
- Maintain
<5% annual BAU costs growth
Our business model
We are a UK-focused wealth manager with an effective investment proposition at its core. We offer the full breadth of investment services and propositions with strong distribution via independent financial planners and advisers.