Brooks Macdonald Group PLC
LSE:BRK

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Brooks Macdonald Group PLC Logo
Brooks Macdonald Group PLC
LSE:BRK
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Price: 1 400 GBX -2.1% Market Closed
Market Cap: £222.3m

Brooks Macdonald Group PLC
Investor Relations

Brooks MacDonald Group Plc engages in the provision of investment management and financial services. The firm operates through two operating segments: UK Investment Management and International. The UK Investment Management segment offers a range of investment management services to private individuals, pension funds, institutions, charities and trusts, as well as wealth management services to individuals and families. The International segment is based in the Channel Islands and offers a similar range of investment management and financial planning services as the UK Investment Management segment. The firm has approximately 14 offices across the United Kingdom and the Channel Islands, including London, Cheltenham, East Anglia, Exeter, Hampshire, Leamington Spa, Leeds, Manchester, Tunbridge Wells, Scotland, Wales, Jersey and Guernsey and Isle of Man.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Feb 24, 2026
AI Summary
Q2 2026

Return to Net Flows: Brooks Macdonald returned to positive net flows, marking a turnaround in client asset movement.

Record FUMA: The firm exceeded GBP 20 billion in Funds Under Management and Administration (FUMA) for the first time.

Revenue Growth: Revenue increased by 12%, signaling strong top-line momentum.

Tech Investment: Significant investments in technology and process automation have improved efficiency and client experience.

Cost Discipline: Elevated investment and restructuring costs are expected to decline in the second half after a heavy first half.

Cash & Capital: The company remains cash generative, with strong capital positions and lower investment spend anticipated going forward.

IFA Expansion: Target to increase the number of IFAs served by 20% over the next 3 years, focusing on quality relationships.

Key Financials
Funds Under Management and Administration (FUMA)
over GBP 20 billion
Revenue
12% growth
MPS (Model Portfolio Service) Growth
Double-digit growth; 50% growth in BPS
Cash Usage – First Half
GBP 21 million
Dividend and Share Buyback Return
almost GBP 11 million
Strategic Transformation & Restructuring Cost
GBP 5.2 million (first half)
IFA Coverage
just over 20% of 5,000 UK firms
Earnings Call Recording
Other Earnings Calls
2026

Management

Ms. Andrea Gertrude Martha Montague
Group CEO & Executive Director
No Bio Available
Ms. Katherine Louise Jones
CFO & Executive Director
No Bio Available
Ms. Caroline Abbondanza
Chief Operating Officer
No Bio Available
Mr. Richard Larner
Head of Research at London & Joint Chief Investment Officer
No Bio Available
Mr. Michael Toolan
Joint Chief Investment Officer
No Bio Available
Mr. Simon Broomfield
General Counsel & Chief People Officer
No Bio Available
Mr. Alick Mackay
Strategy & Corporate Development Director
No Bio Available
Ms. Sarah Ackland
Global Head of Distribution & Marketing
No Bio Available
Mr. Robin Eggar
Chief Commercial Officer
No Bio Available
Mr. Liam Pryce-Jones
Senior Investment Director & Head of the South
No Bio Available

Contacts

Address
London
21 Lombard Street
Contacts
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