Brooks Macdonald Group
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Brooks Macdonald Group (BRK) investor relations material

Brooks Macdonald Group H1 2026 (Q&A) earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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H1 2026 (Q&A) earnings summary24 Feb, 2026

Executive summary

  • Returned to positive net flows for the first time since H2 2023, with FUMA rising 16% year-over-year to £20.1bn and revenue up 12% to £58.2m, supported by strong investment performance and technology-driven efficiency gains.

  • Achieved double-digit growth in model portfolio services (MPS) and 50% growth in business process services (BPS), with significant expansion in financial planning income driven by acquisitions.

  • Integration of Brooks Financial completed, delivering over £1m in annualised cost synergies and 98% client retention.

  • Strategic investments in digital, AI, and product innovation enhanced customer service, operational efficiency, and future growth prospects.

Financial highlights

  • FUMA reached £20.1bn (up 16% year-over-year), with net inflows of £2m reversing prior outflows.

  • Revenue increased 12% to £58.2m; underlying profit before tax fell 12% to £13.6m, with a margin of 23.4%.

  • Dividends per share increased to 31.0p; nearly £11m returned to shareholders via dividends and buybacks in H1.

  • Financial planning income more than doubled to £13.6m, reflecting recent acquisitions.

Outlook and guidance

  • Investments in transformation and efficiency expected to continue in H2, but at a lower level than H1.

  • H1 revenue trends expected to continue into H2; costs (before FSCS levy) to remain broadly in line with H1.

  • Deferred M&A consideration of £10 million expected in H2.

  • Targeting a 20% increase in IFAs served over the next three years and annualised net inflows of +5%.

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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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