Brooks Macdonald Group plc (“Brooks Macdonald” or the “Group”) today announces flows and funds under management and advice (“FUMA”) for the three months ended 31 December 2025 (the “quarter” or “Q2”).
Andrea Montague, CEO of Brooks Macdonald, commented:
“I am delighted to announce a return to positive net flows in the quarter, highlighting the improving trend delivered in recent quarters, and strong investment performance lifting FUMA to £20.1 billion.We are committed to building on this positive momentum as we execute our ‘Reignite Growth’ strategy.”
Q2 2026 flows and FUMA
- Total FUMA increased by 3% to £20.1 billion (30 September 2025: £19.6 billion; 30 June 2025: £19.1 billion).
- Of this, total funds under management (“FUM”) were £17.8 billion (30 September 2025: £17.2 billion) including Bespoke Portfolio Service (“BPS”) of £8.9 billion, up 2% in the quarter, and Managed Portfolio Service (“MPS”) of £7.8 billion, up 6% in the quarter.
- Total assets under advice were £5.3 billion (30 September 2025: £5.3 billion), of which £2.3 billion are Advised only assets.
- Net inflows of £50 million represent an improvement compared to the prior period (Q2 2025 net outflows of £151 million) and the first quarter of positive net flows since FY 2023.
- Net BPS outflows of £54 million improved by over 75% vs Q2 2025, principally driven by higher gross inflows into our Core BPS offering, as well as net inflows across our Gilts proposition.
- Platform MPS achieved another quarter of strong net inflows of £187 million, representing annualised growth rate of 12%. Net flows in Q2 benefited from continued strong demand for our MPS offering, including Brooks Macdonald Investment Solutions (“BMIS”), our business to business offering for financial advisers.
- Market and investment performance contributed £0.5 billion in the quarter.
Notice of Half-year 2026 results
Half-year results for the six months ended 31 December 2025 will be published on 24 February 2026.
Enquiries to:
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]
Important Information
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 Group 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. Realising Ambitions. Securing Futures. We are Brooks Macdonald.
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