Brooks Macdonald Group (Brooks) returned to positive net flows in the three months ended 31 December 2025 (Q2) with funds under management/advice (FUMA) standing at £20.1bn.
Results released today (15 January), revealed total FUMA increased by 3% to £20.1bn compared to £19.6bn in September last year and £19.1bn in June. It added that of this, total funds under management (FUM) were £17.8bn, up from £17.2bn in September 2025. This included its bespoke portfolio service totalling £8.9bn, up 2% in the quarter, and its managed portfolio service (MPS) with £7.8bn, up 6% in the quarter. Total assets under advice were £5.3bn, which were the same as in September. It said that £2.3bn of these were advised only assets. Its platform MPS achieved another quart...
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