Brooks Macdonald Group plc (“Brooks Macdonald” or the “Group”) today announces flows and funds under management and advice (“FUMA”) for the three months (“quarter” or “Q1”) ended 30 September 2025.
Andrea Montague, CEO of Brooks Macdonald, commented:
“Total FUMA increased by 3% in the quarter led by positive investment performance to £19.7 billion. Q1 net outflows of £49 million improved by over 50% compared to Q1 2025, with Platform MPS delivering its strongest quarter of net inflows in over two years.
“We are continuing to execute against our ‘Reignite Growth’ strategy – enhancing client service, broadening client reach and driving efficiencies.”
Q1 2026 flows and FUMA
- Total FUMA increased by 3% to £19.7 billion (30 June 2025: £19.2 billion).
- Of this, total funds under management (“FUM”) were £17.3 billion (30 June 2025: £16.6 billion) including Bespoke Portfolio Service (“BPS”) of £8.7 billion, up 2%, and Managed Portfolio Service (“MPS”) of £7.4 billion, up 7%, in the quarter.
- Total assets under advice were £5.3 billion (30 June 2025: £5.3 billion), of which £2.4 billion are Advised only assets.
- Net outflows of £49 million represent an improvement of over 50% compared to the prior period (Q1 2025 net outflows of £111 million).
- Net BPS outflows of £157 million were an 11% improvement on Q1 2025. The improvement was principally driven by lower gross outflows across BPS Core.
- Platform MPS delivered continued strong net inflows of £175 million, representing annualised growth rate of 12%.
- Market and investment performance contributed £0.7 billion in the quarter.
Annual General Meeting (“AGM”) and Q2 2026 FUMA update
- The AGM will be held on 28 October 2025 at our London head office at 21 Lombard Street, London EC3V 9AH. Instructions on how to attend and vote electronically are set out in the Notice of AGM, available on our website.
- Q2 FUMA update for the period ended 31 December 2025 will be published on 15 January 2026.
Investor enquiries
Brooks Macdonald
Andrea Montague, CEO
Katherine Jones, CFO
Eva Hatfield, Director of Investor Relations
+44 (0) 7418 923 061
Email: [email protected]
Media enquiries
Misha Bayliss
+44 (0) 20 74275465
Oscar Burnett
+44 (0) 20 74275435
Email: [email protected]
About Brooks Macdonald
Brooks Macdonald Group plc is a leading UK-focused wealth manager.
Proudly serving IFAs and clients since 1991, Brooks Macdonald is independent, financially strong, and aims to deliver strong and consistent investment performance for clients to meet their financial objectives. Brooks Macdonald provides innovative investment solutions to support IFAs and their clients throughout their entire lives as needs and circumstances change. The company is recognised as an innovator in the industry having been one of the first to develop and launch key products such as Managed Portfolio Service.
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