Fourth consecutive quarter of positive net inflows
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 2026.
Andrea Montague, CEO of Brooks Macdonald, commented:
"Four consecutive quarters of positive net inflows show that our Reignite Growth strategy is delivering. Stronger adviser relationships, disciplined execution, and continued growth in financial planning are accelerating our progress.
We have invested in our regional presence with new investment managers and financial planners. The modernisation of our MPS range makes it simpler for advisers and clients to work with us.
This is a positive start to the year, and we are focused on building on that momentum.”
Q1 Flows and FUMA
- Q1 net inflows of £54 million represents our fourth consecutive quarter of positive net inflows, despite the seasonally slower summer, and a significant improvement vs prior year (Q1’26 net outflows: £49 million)
- BPS net outflows of £53 million are approximately two thirds better than the prior year (Q1’26: £157 million), with improvements across both gross inflows and gross outflows, reflecting the benefits of our strengthened regional presence, our focus on high net worth clients and client service.
- Platform MPS continues to generate strong net inflows of £172 million (Q1’26: £175 million).
- Total FUMA increased to £21.8 billion (30 June 2026: £21.7 billion).
- Of this, total funds under management ("FUM") were £19.5 billion (30 June 2026: £19.3 billion).
- Of Brooks Financial’s Assets under Advice of £5.7bn, 59% is both advised and managed at Q1, compared to 58% at FY26, demonstrating the benefits of our investment in our integrated financial planning business. Advised only assets were £2.4 billion (30 June 2026: £2.4 billion).
- Market and investment performance contributed £0.2 billion of Q1 FUM growth.
Important Information
Investor enquiries
Brooks Macdonald
Andrea Montague, CEO
Lucy Tilley, CFO
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 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 over £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.