Total assets grew from £19.1 billion in the prior year, bolstered by £19.3 billion in management funds and £2.4 billion in advised-only assets. Net inflows hit £226 million, marking a significant turnaround from 2025. Revenue climbed 6 percent to £118.1 million, driven by financial planning growth, despite headwinds from lower transactional and interest income.
Brooks Macdonald Hits Record £21.7 Billion FUMA
After a two-year transformation cycle, UK wealth manager Brooks Macdonald reached record funds under management and advice of £21.7 billion for the 2026 fiscal year. The firm reported a 14 percent increase in assets and a return to positive annual net inflows, signaling a recovery in operational momentum.
Underlying profit before tax reached £29 million, with diluted earnings per share rising 6 percent to 137.9 pence. The board declared a final dividend of 52.0 pence, bringing the full-year total to 83.0 pence—the 21st consecutive year of payout increases. CEO Andrea Montague noted that the firm’s restructuring efforts have yielded strong results, particularly within the Platform MPS division, which saw 35 percent growth. With the integration of Brooks Financial complete, the firm enters the new fiscal year targeting further market share expansion.
Comments (0)
No comments yet. Be the first!