Brooks Macdonald Delivers Second Straight Quarter of Net Inflows Despite Market Drag

The latest announcement is out from Brooks Macdonald ( (GB:BRK) ).

Brooks Macdonald reported third-quarter 2026 funds under management and advice of £19.9 billion, slightly down from £20.1 billion at the end of December as £58 million of net inflows were more than offset by £301 million of adverse market movements. Total funds under management stood at £17.5 billion, with £8.6 billion in bespoke portfolio services and £8.0 billion in model portfolio services, while advised-only assets remained stable at £2.4 billion.

The group delivered its second consecutive quarter of positive net flows and a sharp turnaround from net outflows of £129 million a year earlier, driven by strong growth in Platform MPS, which generated £281 million of net inflows at a 16% annualised growth rate, and a near 40% improvement in bespoke portfolio outflows. Management highlighted broad-based regional progress from sustained client engagement and distribution efforts, and despite challenging macroeconomic conditions weighing on investment performance, said full-year 2026 financial performance remains in line with board expectations, underscoring the momentum behind its ‘Reignite Growth’ strategy.

The most recent analyst rating on (GB:BRK) stock is a Hold with a £1600.00 price target. To see the full list of analyst forecasts on Brooks Macdonald stock, see the GB:BRK Stock Forecast page.

Spark’s Take on BRK Stock

According to Spark, TipRanks’ AI Analyst, BRK is a Outperform.

The score is driven primarily by strong financial position (low leverage and solid margins), partially offset by revenue/FCF softness and mixed technical momentum. Valuation is supported by the ~4.9% dividend yield but constrained by a ~24.9 P/E.

To see Spark’s full report on BRK stock, click here.

More about Brooks Macdonald

Brooks Macdonald Group is a leading UK investment management and wealth management firm founded in 1991, overseeing about £20 billion in client assets. Through its core investment management business and Brooks Financial, the group provides specialist investment solutions, platform model portfolio services, and tailored financial planning to financial advisers and private clients across the UK.

Average Trading Volume: 21,371

Technical Sentiment Signal: Sell

Current Market Cap: £223.9M

Learn more about BRK stock on TipRanks’ Stock Analysis page.