)
Brooks Macdonald Group (BRK) investor relations material
Brooks Macdonald Group Trading update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 flows and FUMA
Net inflows £54m in Q1, fourth consecutive positive quarter, vs £49m net outflows in Q1'26.
BPS net outflows £53m vs £157m a year earlier; Platform MPS net inflows £172m vs £175m in Q1'26.
Total FUM £19.5bn at 30 September, up from £19.3bn at 30 June; market and investment performance added £0.2bn.
Total FUMA £21.8bn vs £21.7bn at 30 June; 59% of Brooks Financial’s £5.7bn AuA was advised and managed, vs 58% at FY26.
Service flows
Total MPS net inflows £144m, including Platform MPS £172m, offset by MPS Custody outflows of £28m.
Total flows included £709m gross inflows and £655m gross outflows; annualised net flows growth was 1.1%.
Management attributed improved BPS flows to stronger regional presence, focus on high-net-worth clients and client service.
Strategy and execution
Management linked four consecutive quarters of positive net inflows to the Reignite Growth strategy, stronger adviser relationships, disciplined execution and financial planning growth.
Investment in regional investment managers and financial planners continued; the modernised MPS range aims to simplify adviser and client engagement.
Management described the start to the year as positive and focused on building momentum.
- Record FY26 FUMA and improving flows underpin a broader growth and efficiency agenda.BRK
Investor presentation - Record FUMA, revenue growth, and digital investments drive strong profitability and transformation.BRK
H2 2026 - Net inflows surged, FUMA reached £21.7bn, and policy changes on cash fees were announced.BRK
Trading update - FUMA hit £20.1bn, revenue up 12%, but profit fell on higher costs and one-off charges.BRK
H1 2026 - FUMA up 16% to £20.1bn, revenue up 12%, with strong inflows and robust capital position.BRK
H1 2026 (Q&A) - Record FUMA and revenue growth achieved, supported by digital innovation and robust capital.BRK
H2 2025 - FUM rose to £17.9bn as investment gains offset outflows amid market uncertainty.BRK
Trading Update - FUM up 7% to £18bn, profit and EPS higher, with cost savings and positive FY25 outlook.BRK
H2 2024 - Solid profit margin, FUM growth, and dividend increase achieved despite revenue headwinds.BRK
H1 2025
Next Brooks Macdonald Group earnings date
Next Brooks Macdonald Group earnings date
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
)