Brooks Macdonald Group plc announces flows and funds under management and advice (FUMA) for the three months (quarter or Q4) and the year ended 30 June 2025.
Andrea Montague, CEO of Brooks Macdonald, commented:
“Today, we reported our best quarterly net flow performance in two years and a significant sequential quarterly improvement.
Our focus remains firmly on executing, at pace, against our strategy. In June, we launched a new suite of Retirement Strategies that deliver greater income security and growth for clients in their retirement. This builds on the recent launch of our Global MPS proposition.
We continue to deliver high quality service to our clients alongside strong long-term investment performance, which provides a solid foundation for future growth.”
Q4 and FY 2025 flows and FUMA
·Total FUMA increased to £19.2 billion (31 March 2025: £18.6 billion, 31 December 2024: £17.4 billion, 30 June 2024: £16.4 billion).
– Of this, total funds under management (“FUM”) were £16.6 billion (31 March 2025: £16.0 billion).
– Advised only assets were £2.6 billion (31 March 2025: £2.5 billion).
·Q4 net outflows of £5 million represent a significant improvement versus Q3 net outflows of £129 million and the best quarterly performance in two years.
– Net outflows across our Bespoke Portfolio Service (“BPS”) of £104 million were 51% lower compared to the previous quarter (Q3 2025: net outflows £211 million), driven by lower Core BPS outflows, and higher Gilts inflows.
– Our Platform Managed Portfolio Service (“MPS”) saw strong net inflows of £165 million, bringing annualised growth for the full year to 14%.
·The Group delivered a marked improvement in net flows in the second half of the financial year (H2 2025 net outflows £0.1 billion, H1 2025 net outflows £0.3 billion), supported by the actions taken earlier in the year to reignite growth, including increased and more systematic client engagement and the recent acquisitions.
·Market and investment performance contributed £0.6 billion in the quarter and £0.7 billion for the full year.
Outlook and notice of full-year 2025 results
·The Board anticipates the full year performance to be in line with market expectations.
·Results for the year ended 30 June 2025 will be announced on 4 September 2025.
