Brooks Macdonald Group PLC 2025 AR2
The report highlights Brooks Macdonald Group plc's strategic transformation into a UK-focused wealth manager during the fiscal year ended June 30, 2025. Key developments included the sale of Brooks Macdonald International and the acquisition of three financial planning businesses (CST Wealth, Lucas Fettes, and LIFT), which expanded the Group's financial planning capabilities. Funds under management and advice (FUMA) increased by 17.3% to £19.2 billion, driven by acquisitions and positive market performance. The company also successfully transitioned its listing from AIM to the Main Market of the London Stock Exchange in March 2025.
Company: Brooks Macdonald Group PLC
Sector: Finance & insurance
Country: United Kingdom
Year: 2025
Type: AR2
Pages: 182
Back to company
Brooks Macdonald Group PLC
Annual Report And Accounts
The report highlights Brooks Macdonald Group plc's strategic transformation into a UK-focused wealth manager during the fiscal year ended June 30, 2025. Key developments included the sale of Brooks Macdonald International and the acquisition of three financial planning businesses (CST Wealth, Lucas Fettes, and LIFT), which expanded the Group's financial planning capabilities. Funds under management and advice (FUMA) increased by 17.3% to £19.2 billion, driven by acquisitions and positive market performance. The company also successfully transitioned its listing from AIM to the Main Market of the London Stock Exchange in March 2025.
Sign in for free to access detailed sustainability data, reporting standards, and ESG metrics.
Document Details
Report Year
2025
Reporting Period
Jul 1, 2024 - Jun 30, 2025
Fiscal Year
2025
Type
Annual Report with Sustainability Disclosures
Language
English
Pages
File Size
Standards & Assurance
Reporting Standards
ESG Data?Experimental: AI-extracted data, may contain inaccuracies
Emissions
Scope 1:
Scope 2:
Scope 3:
Energy Consumption
Women on Board
Women in Management
Net Zero Target
Employees