- Brooks Macdonald Group
- 10 July 2025 12:09:27
Source: Sharecast
The London-listed group delivered a marked turnaround in net flows, with fourth quarter outflows limited to just £5m, compared with £129m in the prior quarter.
It said the improvement was driven by significantly reduced outflows in the Bespoke Portfolio Service (BPS), where net outflows of £104m were down 51% on the prior quarter.
Meanwhile, the Platform Managed Portfolio Service (MPS) saw strong net inflows of £165m, taking annualised growth in that segment to 14%.
Total funds under management (FUM) stood at £16.6bn, while advised-only assets reached £2.6bn.
Market and investment performance contributed £0.6bn in the quarter and £0.7bn across the full year.
“Today, we reported our best quarterly net flow performance in two years and a significant sequential quarterly improvement,” said CEO Andrea Montague.
“Our focus remains firmly on executing, at pace, against our strategy.”
She noted the group’s recent product launches, including a suite of retirement strategies in June and a global MPS proposition, which were designed to enhance income security and long-term growth for clients.
Brooks Macdonald said it expected full-year results to be in line with market expectations.
Results for the 12 months ended 30 June would be published on 4 September.
At 1054 BST, shares in Brooks Macdonald Group were down 0.28% at 1,775p.
Reporting by Josh White for Sharecast.com.