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Brooks Macdonald Group
Brooks Macdonald Group (BRK) investor relations material
Brooks Macdonald Group H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary4 Sep, 2025
Executive summary
Achieved record FUMA of £19.2 billion, reflecting strong execution of a UK-focused strategy and scalable financial planning business.
Revenue grew 4.6% year-over-year while maintaining flat AUA costs, supporting operational efficiency.
Strategy to 'Reignite Growth' delivered, with the group reshaped as a UK-focused wealth manager and three financial planning acquisitions completed.
Strong investment performance, launch of new products, and move from AIM to the Main Market have built momentum.
Integration of three acquisitions completed, with synergies of £1 million expected and the Brooks Financial brand launched.
Financial highlights
FUMA increased 17% year-over-year to £19.2bn, driven by acquisitions and market performance.
Revenue rose 4.6% to £111.6m compared to £106.7m in 2024.
Underlying profit declined to £28.9m from £30.3m, with margin at 25.9% (down from 28.4%).
Total dividend increased to 81.0p from 78.0p.
Net flows showed sequential improvement, with best quarterly performance in two years.
Outlook and guidance
Medium-term targets include 5% annualised net inflows and BAU cost growth below 5%.
FY26 investment expected at similar levels to FY25 (~£15 million), focused on digital, AI, and product enhancements.
Share buyback of up to £10m remains in place, with £8.1m deployed as of August 2025.
Continued disciplined approach to M&A, prioritizing EPS accretion and attractive returns.
Anticipates further transition of advised-only AUA to advised and managed, though progress is expected to be gradual.
How is AI transforming client and front office ops?
Future M&A: What are key financial criteria?
What is the growth potential of Retirement Strategies?
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Next Brooks Macdonald Group earnings date
H1 202626 Feb, 2026
Brooks Macdonald Group
Next Brooks Macdonald Group earnings date
H1 202626 Feb, 2026
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Frequently asked questions
Brooks Macdonald Group plc is a UK-based investment management firm offering a wide range of services to private clients, pension funds, professional intermediaries, and trustees. The company manages discretionary funds with a focus on delivering high-quality investment and wealth management solutions. With a strong presence in the United Kingdom, Isle of Man, and the Channel Islands, Brooks Macdonald has developed a reputation for its comprehensive investment management services. The company is headquartered in London, England, and its shares are listed on the London Stock Exchange.
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