Wealth manager and Financial Planner Brooks Macdonald said its total funds under management and advice (FUMA) climbed by 5% to £20.1bn in the last six months, up from £19.1bn at the end of June 2025.
Wealth manager Brooks Macdonald has reported net inflows of £50m for the quarter ended 31 December, its first quarter of positive net flows since 2023.
Wealth manager Brooks Macdonald has reported full-year net outflows of £0.4bn for the year ended 30 June.
There is a “huge opportunity” for trusted financial advice in the UK, predicts Andrea Montague, CEO at wealth manager Brooks Macdonald.
Wealth Manager and Financial Planner Brooks Macdonald has begun the process of moving its share listing from AIM to the London Stock Exchange main market.
Wealth manager and Financial Planner Brooks Macdonald has acquired Welsh Chartered Financial Planning firm CST Wealth Management for an undisclosed sum.
Net outflows have slowed for Financial Planner and wealth manager Brooks Macdonald with the firm reporting net outflows of £0.1bn for its first quarter ended 30 September.
Wealth manager and Financial Planner Brooks Macdonald has sold its £2.3bn FUM international arm to wealth manager Canaccord Genuity Wealth (International) Holdings Limited for £50.85m.
