Brooks Macdonald Share Fourth Quarter FUMA Update - Wealth DFM

Brooks Macdonald stems outflows as client engagement kicks in

Brooks Macdonald continued to stem outflows in the three months to the end of June, marking the firm's best quarterly performance in two years. The group’s fourth quarter trading update, published today (10 July), shows net outflows of £5m, a significant improvement on the £129m of net outflows seen in Q3. Net outflows from the bespoke portfolio service slowed to £104m, 51% lower than in Q3 while the managed portfolio service attracted net inflo…

Brooks Macdonald share fourth quarter FUMA update - Wealth DFM

Brooks Macdonald Group plc announces flows and funds under management and advice (FUMA) for the three months (quarter or Q4) and the year ended 30 June 2025. Andrea Montague, CEO of Brooks Macdonald, commented: “Today, we reported our best quarterly net flow performance in two years and a significant sequential quarterly improvement. Our focus remains firmly on executing, at pace, against our strategy. In June, we launched a new suite of Retirem…