1. United Kingdom Stocks

  2. •

    Finance

  3. •

    Investment managers
Brooks Macdonald Group plc

Brooks Macdonald Group plc

1,450.00
GBX
-45.00
(-3.01%)
24.91BMarket Cap
Mar 11Next Earn
2013 Y
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
5.17
5.27
5.8
6.03
6.56
7.31
7.69
7.3
7.54
7.78
7.82
6.63
6.9
- -
Basic EPS, GAAP
0.66
0.69
0.68
0.94
0.43
0.39
0.4
0.43
1.25
1.49
1.15
0.4
1.3
- -
Free Cash Flow per Basic Share
0.82
0.72
1.11
0.8
1.31
0.3
0.84
1.34
1.75
1.74
1.34
2.06
0.95
- -
Dividend per Share
0.18
0.23
0.29
0.32
0.38
0.43
0.49
0.52
0.55
0.66
0.72
0.75
0.79
- -
Book Value per Share
4.31
4.96
5.43
6.05
6.21
6.3
6.23
7.66
8.28
9.16
9.59
9.49
9.9
9.66
Tangible Book Value per Share
0.97
0.93
0.65
1.25
1.67
1.94
2.63
2.46
2.73
3.86
3.46
4.31
2.24
1.92
Basic Weighted Avg Shares
12
13
13
13
14
14
14
15
16
16
16
16
16
16
Sales/Revenue/Turnover
63
69
78
81
89
100
106
109
118
122
124
107
112
- -
Operating Margin (%)
16.62
15.8
15.85
16.71
8.92
10.61
14.3
13.6
18.78
22.03
17.43
20.78
11.01
- -
Depreciation Expense
3
3
4
4
5
5
6
9
10
9
9
7
10
- -
Net Income, GAAP
8
9
9
13
6
5
5
6
20
23
18
6
21
- -
Effective Tax Rate (%)
22.77
14.31
19.87
19.66
28.11
19.14
29.53
36.07
21.72
20.76
18.39
17.21
33.61
- -
Profit Margin (%)
12.71
13.1
11.78
15.65
6.55
5.4
5.17
5.92
16.62
19.16
14.66
6.05
18.81
- -
Working Capital
19
15
17
21
23
25
35
48
48
65
60
42
12
5
LT Debt
- -
- -
- -
- -
- -
- -
- -
7
5
4
3
2
14
14
Total Equity
58
67
74
83
86
88
87
124
134
148
157
152
154
149
Return on Invested Capital (%)
19.03
14.37
13.05
15.95
6.62
6.28
6.33
5.68
11.42
13.99
10.89
11.41
4.8
- -
Return on Capital (%)
19.76
14.49
12.93
16.21
6.89
6.23
6.26
6.07
14.61
16.01
11.57
4.13
12.94
- -
Return on Common Equity (%)
19.76
14.49
12.92
16.21
6.89
6.23
6.26
6.11
15.25
16.58
11.87
4.17
13.68
- -

Capital Structure

GBP

•

in mil. unless spec.
Dec'25
Jun'25
Dec'26
ST Debt
2
1
1
LT Borrowings
- -
- -
- -
LT Finance Leases
1
14
14
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
16
16
15
Market Capitalization
270
266
249

Working Capital

GBP

•

in mil. unless spec.
Dec'25
Jun'25
Dec'26
Total Current Assets
84
61
39
Cash, Cash Equivalents & STI
30
35
13
Accounts Receivable, Net
26
1
26
Inventories
- -
- -
- -
Total Current Liabilities
30
49
34
Payables & Accruals
- -
- -
- -
ST Debt
2
1
1
Deferred Revenue
- -
- -
- -

Growth Rates

GBP

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
8.22%
4.69%
1.39%
Free Cash Flow
23.65%
3.37%
-53.51%
Net Income, GAAP
35.95%
72.59%
224.98%
Sales/Revenue/Turnover
3.92%
0.86%
4.57%
Total Cash Common Dividend
12.7%
10.71%
4.97%

Semi-annual Revenue

GBP

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
107
2025
- -
- -
112
2026
- -
- -
- -

Semi-annual Earnings Per Share

GBP

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
0.4
2025
- -
- -
1.3
2026
- -
- -
- -

Semi-annual Dividends Per Share

GBP

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
0.75
2025
- -
- -
0.79
2026
- -
- -
- -

Company Description

Company Profile APIChatGPT
CEO
Andrea Montague
Full Time Employees
532
Sector
Finance
Industry
Investment managers
Address
40 Leadenhall Street London GL United Kingdom EC3A 2BJ
IPO Date
Mar 11, 2005
Website
brooksmacdonald.com
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Business
Brooks Macdonald Group plc is a UK-based wealth management company specializing in multi-asset investment management and financial planning services. The company offers a comprehensive suite of products including Bespoke Portfolio Service (BPS) with specialized offerings such as Responsible Investing Service, Decumulation solutions, Court of Protection portfolios, and Gilts products; Managed Portfolio Service (MPS) featuring risk-managed model portfolios across diverse asset classes; financial planning advice tailored to private individuals, trusts, charities, and intermediaries; offshore fund management and administration; and a centralized investment process. The company operates primarily in the UK but previously had an international asset management arm. Founded in 1991 and headquartered in London at 40 Leadenhall Street, Brooks Macdonald has undergone significant strategic changes in the last two years. In 2025, it completed the sale of its Brooks Macdonald Asset Management (International) Limited subsidiary to Canaccord Genuity Wealth (International) Holdings Limited, allowing the Group to focus exclusively on its UK operations and capitalize on domestic growth opportunities. Additionally, it expanded its financial planning business through acquisitions including the strategic purchase of LIFT-Financial Group in early 2025, adding approximately £1.6 billion in assets under advice and 1,350 clients, and subsequent acquisitions of financial planning firms like Lucas Fettes. The company also launched Brooks Financial, a new brand dedicated to its growing financial planning services, and introduced innovative product offerings such as the Global Managed Portfolio Service and Retirement Strategies, tailored for income drawdown and retirement planning, addressing the evolving needs of clients approaching retirement. Brooks Macdonald focuses on high-net-worth private clients, trustees, and charitable organizations within the UK market, supported by a team of advisers and paraplanners delivering personalized investment solutions. The Group continues to drive growth through its specialist portfolios, particularly in areas like decumulation and gilts, and maintains a strong position in the Managed Portfolio Service sector with assets under management reaching multi-billion pounds levels, reflecting sustained client demand and product innovation. Overall, Brooks Macdonald Group plc presents a focused wealth management platform emphasizing bespoke and model portfolio services, comprehensive financial planning, and an increasingly refined UK-centric business model underpinned by recent acquisitions, new product launches, and operational realignments.