Brooks Macdonald Group has reported net inflows of £226m ($303m) for FY26, compared with net outflows of £396m in FY25.
The total funds under management and advice stood at £21.7bn at 30 June 2026 versus £19.1bn a year earlier.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
For Q4, the group recorded net inflows of £167m, making it the highest quarterly figure of the year and the third quarter in a row with improving net flows.
In Bespoke Portfolio Service (BPS), gross inflows and gross outflows both moved higher, leaving net outflows of £20m, compared with net outflows of £132m in Q3 26.
Platform Managed Portfolio Service (MPS) reported net inflows of £272m in the quarter, versus net inflows of £281m in Q3 26, equal to an annualised growth rate of 15%.
Gross inflows were distributed across PMPS and Brooks Macdonald Strategic Partnerships, previously BMIS.
Total funds under management came to £19.3bn at the end of June 2026, up from £16.5bn a year before.
PMPS FUM rose 35% year on year to £8bn. BPS FUM increased 9% to £9.3bn, while the number of clients with portfolios above £1m was 15% higher than in FY25.
At Brooks Financial, assets under advice increased to £5.7bn from £5.3bn in FY25.
Assets that were both advised and managed rose 20% to £3.3bn, accounting for 58% of AuA, compared with 51% a year earlier.
Advised-only assets were £2.4bn, against £2.6bn on 30 June 2025.
Market and investment performance added £1.5bn in Q4 and £2.5bn across the full year.
Brooks Macdonald CEO Andrea Montague commented: “Our fourth-quarter net flows mark our strongest performance in three years. Our strategy is delivering with FY26 net flows improving by more than £600 million vs FY25. We are now seeing the tangible benefits of the hard work of our colleagues across the business through disciplined execution, stronger relationships with advisers, and continued growth in financial planning.
“Our growth will continue to be fuelled by client demand, our broad range of propositions and strong investment performance. I am excited about the future for Brooks Macdonald, our clients, advisers, and shareholders.”
