Fourth Quarter FUMA Update

Strategy delivers improvement in net flows of more than £600m in FY26 vs FY25

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 "Q4") and the year ended 30 June 2026 (“FY26”).

Learn more from our CEO, Andrea Montague, in this short highlights video below:

FY 26 flows & Q4 FUMA update video

Andrea Montague, CEO of Brooks Macdonald, commented:

"Our fourth-quarter net flows mark our strongest performance in three years. Our strategy is delivering with FY26 net flows improving by more than £600 million vs FY25. We are now seeing the tangible benefits of the hard work of our colleagues across the business through disciplined execution, stronger relationships with advisers, and continued growth in financial planning.

Our growth will continue to be fuelled by client demand, our broad range of propositions and strong investment performance. I am excited about the future for Brooks Macdonald, our clients, advisers, and shareholders.”

Q4 & FY26 Flows and FUMA

The significant turnaround in net inflows to £226 million for FY26 compared to net outflows of £396 million in FY25 demonstrates the success of our Reignite Growth strategy.

Q4 net inflows of £167 million represents our strongest quarter in the year and is our third consecutive quarter of increasingly positive net flows.

BPS gross inflows and outflows both improved significantly producing net outflows of just £20 million (Q3 26: net outflows £132 million); a direct result of our sustained focus on client and financial adviser engagement across the regions.

Platform MPS (“PMPS”) continued to grow strongly with net inflows of £272 million (Q3 26: net inflows of £281 million), equivalent to annualised growth rate of 15%. Gross inflows were broadly spread across PMPS & Brooks Macdonald Strategic Partnerships (“BMSP”, formerly “BMIS”), our business to business offering for financial advisers, with increasing flows into our recently launched Modelled Retirement Strategy and Global MPS offerings.

Total FUMA increased to £21.7 billion (30 June 2025: £19.1 billion).

Of this, total funds under management ("FUM") were £19.3 billion (30 June 2025: £16.5 billion).

PMPS FUM increased by 35% to £8.0 billion at FY26 compared to FY25, supported by strong flows momentum and investment and market performance.

BPS FUM increased by 9% to £9.3 billion at FY26 and the number of clients with portfolios >£1m increased by 15% compared to FY25, reflecting our success in serving clients with larger investment pots and more complex needs.

Assets under Advice within Brooks Financial increased to £5.7 billion (FY25: £5.3 billion)

Assets both advised and managed grew by 20% to £3.3 billion, representing 58% of AuA (51% at FY25). This reflects strong organic growth in the first full-year following the acquisitions in our now fully integrated financial planning business.

Advised only assets were £2.4 billion (30 June 2025: £2.6 billion).

Market and investment performance contributed £1.5 billion in the quarter and £2.5 billion over the year, reflecting the strength of the Group’s investment strategy in generally positive global markets.

In light of the evolving regulatory environment⁸ and reflecting our continuing commitment to deliver clarity and value to our clients, we will no longer charge fees on cash in our discretionary funds with effect from 1 July 2026. Cash represents an immaterial share of our discretionary portfolios and is principally held for liquidity purposes to facilitate the active management of the portfolio. We will continue to pay interest earned on cash. The change in policy is expected to be immaterial in relation to the group’s future financial performance.

Outlook and notice of full-year 2026 results

The Board anticipates the full year 2026 financial performance to be in line with market expectations.

Results for the full year ended 30 June 2026 will be announced on 3 September 2026.

Investor enquiries

Brooks Macdonald

Andrea Montague, CEO

Katherine Jones, CFO

Email: [email protected]

Media enquiries

Misha Bayliss +44 (0) 20 74275465

Oscar Burnett +44 (0) 20 74275435

Email: [email protected]