Brooks Macdonald has reported a significant improvement in net flows, recording net inflows of £226m for the year to 30 June 2026, compared to £396m of net outflows suffered a year prior.
The "significant turnaround" in annual flows was attributed to the success of the firm's ‘Reignite Growth' strategy. In the year, funds under management and advice (FUMA) grew to £21.7bn from £19.1bn in June 2025. Of these, FUM rose to £19.3bn from £16.5bn, aided by a 35% rise in Platform MPS FUM to £8bn and a 9% increase in BPS FUM to £9.3bn. Assets under advice (AUA) recorded a marginal increase to £5.7bn from £5.3bn a year prior, with assets both advised and managed rising 20% to £3.3bn. Over the second quarter of 2026, Brooks reported improved flows for both platform MPS (PM...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
