Brooks Macdonald Group Reports Record Funds Under Management and Improved Net Inflows in Fiscal 2026
Brooks Macdonald Group reported strong performance for fiscal 2026, with funds under management rising to a record £21.7 billion—a 14% increase from the previous year—supported by both market gains and improved client flows. The company recorded net inflows of £226 million, marking its first annual improvement since 2023. Managed portfolio service (MPS) assets grew significantly to nearly £9 billion, up 30%, driven largely by strong demand for digital wealth management solutions. Revenue increased by 6% year-over-year, with underlying earnings per share rising 6% to 137.9 pence and the full-year dividend increasing 2.5% to 83 pence per share. The CFO highlighted cost savings that helped offset investments in growth areas such as technology and distribution. Looking ahead, management expects organic investment to fall into high single-digit millions for fiscal 2027 while forecasting performance marginally above consensus estimates.
Topics: dividend growth financial performance funds under management strategic investments