UK wealth manager Brooks Macdonald has announced positive financial results for the 12 months to 30 June 2026.

Brooks Macdonald has reported record funds under management and advice (FUMA) for 2026 and positive net flows.

Total funds under management and advice increased by 14 per cent to £21.7 billion compared with £19.1 billion the previous year, including funds under management of £19.3 billion and advised only assets of £2.4 billion.

Net inflows reached £226 million, representing an improvement of more than £600 million compared with 2025, following three consecutive quarters of positive net flows. Revenue increased by 6 per cent to £118.1 million, supported by higher average funds under management and growth in financial planning revenue, partly offset by lower transactional, FX and interest income.

Underlying costs also reduced by 3 per cent to £90.3 million on a like-for-like basis, excluding acquisitions and net finance income. On a reported basis, underlying costs increased by 6 per cent, reflecting a full year of costs from the acquired businesses, the firm said in a statement.

Underlying profit before tax was £29 million, with an underlying operating profit margin of 24.6 per cent while underlying diluted earnings per share increased by 6 per cent to 137.9 pence including the benefit of the firm's completed share buy-back programme.

The board recommended a final dividend of 52.0 pence per share, resulting in a full-year dividend of 83.0 pence per share, a rise of 2.5 per cent, the 21st consecutive year of dividend growth.

"FY26 was a year of strong progress as we completed a two-year period of transformation, investment and organisational restructuring to Reignite Growth,” Andrea Montague, CEO of Brooks Macdonald, said. “We returned to positive annual net flows, with growing momentum across the business. Platform MPS delivered strong growth of 35 per cent, BPS FUM increased by 9 per cent, and we successfully integrated Brooks Financial, contributing like-for-like revenue growth of 10 per cent. We enter FY27 with a stronger and more efficient business and the momentum required to capture the significant market opportunities ahead."