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Brooks Macdonald Returns to Positive Net Flows as FUMA Hits £20.1bn

Story Highlights
  • Brooks Macdonald’s FUMA rose 3% to £20.1bn, with funds under management and advice stable.
  • The group delivered its first positive net flows since 2023, signalling momentum in its growth strategy.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Brooks Macdonald Returns to Positive Net Flows as FUMA Hits £20.1bn

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Brooks Macdonald ( (GB:BRK) ) has issued an update.

Brooks Macdonald reported a 3% rise in funds under management and advice to £20.1 billion for the quarter to 31 December 2025, driven by a return to positive net inflows and solid market performance. Total funds under management reached £17.8 billion, with bespoke portfolios up 2% to £8.9 billion and managed portfolio services up 6% to £7.8 billion, while assets under advice held steady at £5.3 billion. The group’s net inflows of £50 million marked its first quarter of positive net flows since FY 2023 and a sharp turnaround from net outflows of £151 million a year earlier, underpinned by improved performance in its bespoke portfolios and strong demand for its platform-based managed portfolios, including its business-to-business investment solutions for financial advisers. Management positioned the figures as evidence that its ‘Reignite Growth’ strategy is gaining traction, with continued momentum in platform MPS and investment performance supporting its efforts to strengthen market positioning in the UK wealth management sector.

The most recent analyst rating on (GB:BRK) stock is a Hold with a £1744.00 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 GB:BRK Stock

According to Spark, TipRanks’ AI Analyst, GB: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 GB:BRK stock, click here.

More about Brooks Macdonald

Brooks Macdonald Group plc is a leading UK-focused independent wealth manager serving financial advisers and private clients since 1991. The firm is known for delivering consistent investment performance and offering innovative investment solutions, including one of the industry’s early Managed Portfolio Services, to support clients’ evolving financial needs throughout their lives.

Average Trading Volume: 20,236

Technical Sentiment Signal: Sell

Current Market Cap: £247M

See more data about BRK stock on TipRanks’ Stock Analysis page.

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