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 March 2025 ("quarter" or "Q3").
Andrea Montague, CEO of Brooks Macdonald, commented:
"Since becoming CEO on 1 October, I have led the transformation of Brooks Macdonald, from the composition of the Group through to the way we work with our advisers and clients, and I am confident this will deliver improved performance including net flows.
We are executing our strategy to reignite growth. We have expanded our client base, strengthened the senior leadership team and broadened our product offering. The integration of our Financial Planning businesses is progressing well, and we remain focused on improving asset retention and driving new business growth.
In these times of geopolitical uncertainty and heightened market volatility, our investment team continues to monitor financial markets calmly and objectively and make appropriate adjustments. We are supporting our clients with frequent, regular market analysis and updates to help them fulfil their financial objectives.
Our MPS flows continued to grow strongly in the quarter, with 13% annualised growth YTD, and total net outflows improved by 15% to £129 million (Q2 2025: net outflows of £151 million).
Our recent move to the Main Market of the London Stock Exchange marks the start of a new chapter for Brooks Macdonald, as we pursue our strategy to deliver sustainable value for all our stakeholders."
You can read the full update here.
Enquiries to:
Misha Bayliss, Teneo
+44 20 7427 5465
Oscar Burnett, Teneo
+44 20 7427 5435
[email protected]
Important Information
About Brooks Macdonald Brooks Macdonald Group plc is a leading provider of wealth management services in the UK. Proudly serving 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. The company's broad and diverse product range means that clients get solutions made just for them and allows Brooks Macdonald to support clients throughout their entire lives as needs and circumstances change. The company is recognised as an innovator in the industry having been amongst the first to develop and launch key products such as Managed Portfolio Service (MPS) and bespoke income solutions. On 15 January 2025, the Group announced its intention to move its listing from AIM to the Main Market of the London Stock Exchange. Realising Ambitions. Securing Futures. We are Brooks Macdonald.
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