Brooks Macdonald posts first-quarter FUMA growth
By Josh White
Date: Wednesday 15 Oct 2025
(Sharecast News) - Brooks Macdonald Group said in an update on Wednesday that total funds under management and advice (FUMA) rose 3% in the first quarter, driven by positive investment performance and improving client flows, as it continued to execute its 'Reignite Growth' strategy.
FUMA increased to £19.7bn at 30 September from £19.2bn three months earlier, supported by £0.7bn in market and investment gains.
Net outflows of £49m represented an improvement of more than 50% from the same period last year, when outflows totalled £111m.
"Total FUMA increased by 3% in the quarter led by positive investment performance to £19.7bn," said chief executive Andrea Montague.
"First quarter net outflows of £49 million improved by over 50% compared to the first quarter of 2025, with Platform MPS delivering its strongest quarter of net inflows in over two years.
"We are continuing to execute against our 'Reignite Growth' strategy - enhancing client service, broadening client reach and driving efficiencies."
Total funds under management rose to £17.3bn from £16.6bn at the end of June, with the Bespoke Portfolio Service up 2% to £8.7bn and the Managed Portfolio Service (MPS) up 7% to £7.4bn.
The Platform MPS business delivered net inflows of £175m, equivalent to an annualised growth rate of nearly 12%, while net outflows from the Bespoke Portfolio Service improved to £157m, down 11% from a year earlier.
The group said total assets under advice were steady at £5.3bn, of which £2.4bn were advised-only assets.
Brooks Macdonald said it would hold its annual general meeting on 28 October at its London head office and plans to publish its second-quarter FUMA update on 15 January.
At 0903 BST, shares in Brooks Macdonald Group were up 1.56% at 1,762p.
Reporting by Josh White for Sharecast.com.
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