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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
Executed a strategy to focus on UK wealth management, completing three financial planning acquisitions and reshaping the group.
Achieved record assets/funds under management and advice (AUM/FUMA) of £19.2bn, with 4.6% revenue growth and strict cost discipline.
Launched new retirement strategies and products, and moved from AIM to the Main Market.
Board proposed a final dividend of £0.51, up 4.1% year-over-year, with total dividend increased to 81.0p.
Achieved strong investment performance and integrated acquisitions, increasing the client base by 15%.
Financial highlights
Revenue grew 4.6% year-over-year to £111.6m, with record AUM/FUMA of £19.2bn, up 17% year-over-year.
Underlying profit declined to £28.9m from £30.3m, with margin at 25.9% (down from 28.4%).
Final dividend proposed at £0.51, a 4.1% increase, and total dividend increased to 81.0p.
Net flows showed sequential improvement, with the best quarterly performance in two years.
No debt on the balance sheet and total net assets at £154.4m as of June 2025.
Outlook and guidance
Investment spend expected to remain at £15m for FY26, consistent with FY25.
Medium-term targets include 5% annualised net inflows and BAU cost growth below 5%.
Focus remains on driving growth and efficiency through digital and AI investments.
Share buyback of up to £10m remains in place, with £8.1m deployed as of August 2025.
Confident in delivery of medium-term targets, supported by robust cash and capital positions.
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
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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