Brooks Macdonald Group
BRK · Main Market · Financial Services · mcap £238m · 1475.0p 2 open situations →
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Segment turn
Reignite Growth strategy
Fourth straight quarter of net inflows
Reignite Growth began in January 2026 with the first positive net flows since FY23. FY26 net inflows were £226m, and on 3 September FY27 guidance was set marginally ahead of expectations. The CFO changed on 8 October. Q1 FY27 net inflows of £54m made four positive quarters, with BPS outflows down by about two thirds. Flows remain small against £21.8bn FUMA.
- Conditions
- Appointment subject to regulatory approval
- AGM
- Resolution 8 (re-appointment of Katherine Jones) withdrawn
- Q1 net flows
- £54m inflows vs £49m outflows in Q1'26; fourth consecutive positive quarter
- BPS
- Net outflows £53m vs £157m in Q1'26
- Platform MPS
- Net inflows £172m vs £175m in Q1'26; Q4 FY26 was £272m
- Total FUMA
- £21.8bn at 30 September 2026 vs £21.7bn at 30 June 2026
Next: Further quarterly flows; new CFO joins Board after AGM · 13 Oct 2026
- 14 Oct 2026 Fourth straight quarter of net inflows
- 8 Oct 2026 Turnaround delivered; CFO changing
- 3 Sep 2026 Transformation completed; positive FY26 net flows delivered
- 9 Jul 2026 Third straight quarter of net inflows; FY26 net inflows positive
Overhang
Liontrust Investment Partners LLP selling down
15.759% → 9.759% in 8 notices
Next: 9.759% still held
- 3 Aug 2026 9.759%
- 7 May 2026 10.983%
- 6 May 2026 11.002%
- 17 Mar 2026 13.97%
Closed · 3
Company filings. Not investment advice.