Brooks Macdonald Group plc (“Brooks Macdonald” or the “Group”) today announces flows and funds under management and advice (“FUMA”) for the third quarter of its 2026 financial year. All statements in this release relate to the period from 1 January 2026 to 31 March 2026 (“quarter” or “Q3”) unless otherwise stated.
Andrea Montague, CEO of Brooks Macdonald, commented:
“I am pleased to report another quarter of positive net flows, with strong momentum in Platform MPS and continued improvement in BPS outflows.
Our strategy to ‘Reignite Growth’ is delivering. Our targeted distribution coupled with our strong long-term investment performance are building real momentum across the breadth of our products and services. Brooks Financial continues to demonstrate the value of our investment in financial planning, serving more clients and driving net flows.
The wealth management sector continues to offer attractive growth opportunities. We remain focused on the execution of our strategy to deliver long-term sustainable returns.”
Q3 flows and FUMA
- Total FUMA of £19.9 billion (31 December 2025: £20.1 billion, 30 June 2025: £19.1 billion) reflecting net inflows of £58 million, and £301 million of adverse market and investment movements. - Of this, total FUM was £17.5 billion (31 December 2025: £17.8 billion) including BPS of £8.6 billion, and MPS of £8.0 billion. - Total assets under advice (“AuA”) were £5.3 billion (31 December 2025: £5.3 billion), of which £2.4 billion were Advised only assets.
- Q3 net inflows of £58 million represent a material improvement compared to net outflows of £129 million in Q3 2025, and the second successive quarter of positive net flows. - Net BPS outflows improved by almost 40% vs Q3 2025 to £132 million (Q3 2025: net outflows of £211 million), with both higher gross inflows and lower gross outflows. We have seen a broad-based improvement across the regions following our sustained focus on client engagement and strengthening distribution momentum over the past 18 months. - Platform MPS continued to deliver strong net inflows of £281 million, equivalent to an annualised net flows growth rate of 16%. This reflects improved net inflows across Platform MPS and Brooks Macdonald Investment Solutions (“BMIS”), our business to business offering for financial advisers, as well as encouraging net inflows in our recently launched Platform Retirement Strategy and Global MPS offering.
- The negative market and investment performance of £0.3 billion in the quarter reflects the challenging macroeconomic conditions. Our long-term investment performance remains strong.
Outlook and upcoming results
Notwithstanding the inherent market uncertainty posed by ongoing global macroeconomic and geopolitical tensions, the full year 2026 financial performance remains in line with the Board’s previous expectations.
The fourth quarter FUMA update will be published on 9 July 2026 and the Financial Results for the year ending 30 June 2026 will be announced on 3 September 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]
Teneo, media enquiries
Misha Bayliss
+44 (0) 20 74275465
Oscar Burnett
+44 (0) 20 74275435
Email: [email protected]
Important Information
About Brooks Macdonald
Brooks Macdonald is a leading UK investment management firm. Founded in 1991, the firm has grown to become one of the UK’s foremost wealth managers, entrusted with £20 billion in client assets. With 35 years of experience, Brooks Macdonald and Brooks Financial, its financial planning group, support financial advisers and individuals through a comprehensive range of innovative, specialist investment solutions, tailored financial advice and strong investment performance.
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