Brooks Macdonald Group
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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.
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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.

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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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