Brooks Macdonald reports 96% fall in net outflows

Wealth management firm Brooks Macdonald saw its net outflows fall to £5m at the end of June 2025, a 96 per cent reduction compared to the £129m of outflows at the end of March.

Its Fourth Quarter FUMA Update noted that this was the firm’s best quarterly net flow performance for two years.

The update revealed that Brooks Macdonald’s net outflows across its bespoke portfolio service (BPS) were £104m, 51 per cent lower than the previous quarter, due to lower core BPS outflows and higher gilts inflows.

Meanwhile, its platform managed portfolio service (MPS) saw net inflows of £165m in the fourth quarter of the 2024/25 financial year, bringing annualised growth for the full year to 14 per cent.

Brooks Macdonald’s total FUMA increased from £18.6bn at the end of March 2025 to £19.2bn at the end of June, consisting of £16.6bn of funds under management and £2.6bn of advised-only assets.

Market and investment performance contributed £586m in the three months to the end of June, and £689m in the full financial year.

Commenting on the update, Brooks Macdonald CEO, Andrea Montague, said: "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 retirement strategies that deliver greater income security and growth for clients in their retirement. This builds on the recent launch of our Global MPS proposition.

“We continue to deliver high quality service to our clients alongside strong long-term investment performance, which provides a solid foundation for future growth."



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