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Highlights:

  • BRK reports GBP 19.2 billion FUMA at end-Q4FY25, up from GBP 18.6 billion in Q3FY25
  • BRK sees net outflows cut to GBP 5 million, lowest in two years
  • BRK’s Platform MPS delivers GBP 165 million net inflows, with 14% annualised growth

Brooks Macdonald Group plc (LSE:BRK) released its quarterly and full-year update on flows and funds under management and advice (FUMA) for the period ending 30 June 2025. The Group reported a steady increase in FUMA alongside a notable recovery in net flows during Q4FY25, reflecting operational and strategic changes made earlier in the financial year.

As of 30 June 2025, total FUMA reached GBP 19.2 billion, compared to GBP 18.6 billion as of 31 March 2025 and GBP 16.4 billion a year ago. Within this total, funds under management (FUM) stood at GBP 16.6 billion, while advised-only assets amounted to GBP 2.6 billion. The company noted that market and investment performance contributed GBP 0.6 billion to the quarterly increase, and GBP 0.7 billion over the full financial year.

The quarter saw net outflows of GBP 5 million, a considerable reduction from GBP 129 million in Q3FY25 and the lowest level in the last eight quarters. The performance was underpinned by reduced outflows in the Group’s Bespoke Portfolio Service (BPS), which saw Q4FY25  net outflows of GBP 104 million down 51% from the GBP 211 million reported in Q3FY25. The lower BPS outflows were partially attributed to decreased Core BPS withdrawals and higher inflows into gilts.

Meanwhile, the Platform Managed Portfolio Service (MPS) continued to record inflows, achieving GBP 165 million in net new money in Q4FY25  alone. This brought the Platform MPS’s annualised growth to 14% for the financial year.

Across the financial year, net outflows totalled GBP 0.4 billion, with the second half (H2 FY25) showing a smaller GBP 0.1 billion outflow compared to GBP 0.3 billion in the first half. Management stated that the improvement reflects the impact of earlier actions taken to stabilise and reignite growth. These included a more systematic approach to client engagement and the contribution of recently completed acquisitions.

During the quarter, Brooks Macdonald also launched a new set of Retirement Strategies aimed at providing income sustainability for clients. This initiative followed the launch of the firm’s Global MPS product earlier in the year. These developments were positioned as part of the firm’s ongoing business plan execution.

Commenting on the results, CEO Andrea Montague said the Group has achieved a significant sequential improvement in flows and continues to focus on delivering its strategic initiatives. The company will report its full-year financial results for FY25 on 4 September 2025.

Brooks Macdonald's shares were trading at GBX 1,179.00, up 0.56% on 10 July 2025.