Brooks Macdonald Group (BRK): Reignite Growth strategy

This situation live

£238m · £14.75 · −9% since the first step

24 Feb 2026 · Half-year net inflows; investing ahead of growth · −13% until the next step The Group will publish its third quarter 2026 FUMA update on 15 April 2026.

15 Apr 2026 · Second straight quarter of net inflows · −5% until the next step Our strategy to 'Reignite Growth' is delivering.

9 Jul 2026 · Third straight quarter of net inflows; FY26 net inflows positive · +15% until the next step Results for the full year ended 30 June 2026 will be announced on 3 September 2026.

Segment turn

Reignite Growth strategy

Fourth straight quarter of net inflows

OCT13 Next: Further quarterly flows; new CFO joins Board after AGM

Every step · 7

15 Jan 2026 First net inflow quarter since FY 2023 – Half-year results for the six months ended 31 December 2025 will be published on 24 February 2026. ↗
24 Feb 2026 Half-year net inflows; investing ahead of growth – The Group will publish its third quarter 2026 FUMA update on 15 April 2026. ↗
15 Apr 2026 Second straight quarter of net inflows – Our strategy to 'Reignite Growth' is delivering. ↗
9 Jul 2026 Third straight quarter of net inflows; FY26 net inflows positive – Results for the full year ended 30 June 2026 will be announced on 3 September 2026. ↗
3 Sep 2026 Transformation completed; positive FY26 net flows delivered – FY26 was a year of strong progress as we completed a two-year period of transformation, investment and organisational restructuring to Reignite Growth. ↗
8 Oct 2026 Turnaround delivered; CFO changing – Lucy will join the Company with effect from 12 October 2026 and will join the Board with effect from the conclusion of the Company's 2026 Annual General... ↗
14 Oct 2026 Fourth straight quarter of net inflows – Four consecutive quarters of positive net inflows show that our Reignite Growth strategy is delivering. ↗

What is happening

Brooks Macdonald Group: Reignite Growth strategy – Fourth straight quarter of net inflows. ['Fourth straight quarter of net inflows']

In short: 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.
Announced: 15 Jan 2026 · First net inflow quarter since FY 2023
Latest: 14 Oct 2026 · Fourth straight quarter of net inflows
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
CFO change: Lucy Tilley replaces Katherine Jones; joins Board after the AGM on 13 October 2026, subject to regulatory approval
Guidance: FY27 guided marginally ahead of expectations on 3 September; not repeated here

Further quarterly flows; new CFO joins Board after AGM (13 Oct 2026).

From the company's own announcements. Not investment advice.

Briefing Pro

What it does, how it got here, what management promised and delivered – written from its own announcements.

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