Brooks Macdonald Group Earnings Call Transcripts
Fiscal Year 2026
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Achieved record FUMA above £20bn, 12% revenue growth, and strong segment expansion, supported by technology-driven efficiency gains and strategic investments. Transformation costs will decline in H2, with continued focus on organic and targeted inorganic growth.
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Positive net flows and double-digit revenue growth marked a strong half, with FUMA exceeding GBP 20 billion and successful integration of acquisitions. Investments in technology, efficiency, and client engagement support continued momentum and robust outlook.
Fiscal Year 2025
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Record FUMA of £19.2bn and 4.6% revenue growth highlight strong execution and product innovation. Integration of acquisitions and digital investments position the business for further growth, with a stable outlook and continued focus on high-net-worth clients.
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Funds under management rose to £15.7bn, with strong platform MPS flows and investment performance. Despite a 2.6% revenue decline, profit margins remained robust due to cost control, and the interim dividend increased. Strategic acquisitions and digital initiatives support future growth.
Fiscal Year 2024
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Full-year 2024 saw 7% FUM growth to £18bn, 6.6% higher EPS, and a widened profit margin, supported by cost efficiencies and strong MPS momentum. Strategic divestments and new leadership set the stage for targeted 5% net flows and continued dividend growth.