**Summary of Brooks Macdonald Group PLCs Half-Year Financial Report (H1 2026)**
Brooks Macdonald Group PLC reported its half-year results for the six months ending 31 December 2025, highlighting strong momentum and strategic progress. Key financial and operational highlights include
### **Financial Highlights**
**Total Funds Under Management and Advice (FUMA):** Increased by 5% to £20.1 billion, driven by market and investment performance.
**Net Inflows** Positive net inflows of £2 million, the first half-year of positive flows since H2 2023.
**Revenue** Grew by 12% to £58.2 million, supported by higher financial planning and fee income.
**Underlying Profit Before Tax (PBT)** £13.6 million, with a margin of 23.4%.
**Statutory PBT:** £6.2 millionreflecting higher organic investmentM&Aand integration costs.
**Interim Dividend** Recommended at 31.0 pence per share, up 3%.
### **Strategic and Operational Highlights**
**Reignite Growth Strategy** Progress across all three strategic priorities, including investments in digital capability, AI, and product innovation.
**Brooks Financial Integration** Completed integration, achieving £1 million in annualised cost synergies and 98% client retention.
**Client Experience Enhancements** Launched a mobile app and improved onboarding through digitisation.
**AI Deployment** Reduced administrative burden, freeing capacity for client service.
**Efficiency Gains** Delivered £3 million in annualised savings through organisational restructuring.
**Investment Performance** Strong performance in Managed Portfolio Service (MPS) and Bespoke Portfolio Service (BPS), with Defaqto Gold award for Discretionary Fund Management Service.
### **Outlook**
Expects H1 revenue trends to continue into H2, with costs remaining broadly in line.
Full-year 2026 performance expected to align with market expectations.
Confident in delivering medium-term targets of +5% annualised net flows and <5% BAU cost growth.
### **Key Metrics**
**Revenue** £58.2 million (+12% YoY).
**Underlying Operating Expenses** £45.4 million (+20% YoY, including acquisitions).
**Underlying PBT** £13.6 million (-12% YoY).
**Statutory PBT** £6.2 million (-51% YoY).
**Interim Dividend** 31.0 pence per share (+3% YoY).
### **Conclusion**
Brooks Macdonald demonstrated resilience and growth in H1 2026, with positive net flows, revenue growth, and strategic advancements. The company remains focused on its Reignite Growth strategy, leveraging technology and efficiency to drive sustainable growth and enhance client service.