Brooks Macdonald Group (LSE:BRK), the UK wealth manager, swung from net outflows of £396m in its 2025 financial year to net inflows of £226m in the year ended 30 June, a shift of more than £600m that the company attributed to its Reignite Growth strategy.
Total funds under management and advice rose to £21.7bn from £19.1bn a year earlier, with funds under management alone reaching £19.3bn against £16.5bn at the prior year-end.
The fourth quarter was the strongest of the year, generating net inflows of £167m and marking the third consecutive quarter of improving flows.
Platform managed portfolio service funds grew 35% to £8bn, driven by momentum in its business-to-business channel and newly launched Modelled Retirement Strategy and Global MPS products, with annualised net flow growth running at 15%.
Bespoke portfolio service funds rose 9% to £9.3bn, and the number of clients holding portfolios above £1m increased 15%, reflecting a deliberate tilt toward larger and more complex mandates.
Within its financial planning arm, assets both advised and managed grew 20% to £3.3bn, representing 58% of the £5.7bn total assets under advice.
"Our fourth-quarter net flows mark our strongest performance in three years," said CEO Andrea Montague.
Full-year results are scheduled for 3 September, with the board expecting financial performance in line with market expectations.
