Governance Report
Financial Statements
Company Financial Statements
Strategic Report
CEO’s statement
This year, Brooks Macdonald has focused on the execution of our strategy to ʻ Reignite Growth ʼ , building momentum and creating the conditions for success. We’ve launched new products in MPS and Retirement Solutions to meet client needs, continued to support IFAs with their clients, expanded our financial planning business to reach more clients and delivered strong investment performance.”
Andrea Montague CEO
Our year in review I am pleased to present these results covering a year of change in the markets, for our sector and for our Company. Regulatory and government policy changes brought additional uncertainty and served to underline the need for trusted financial advice and wealth management now more than ever from Brooks Macdonald. We have reshaped the business and are now a UK-focused wealth manager, positioned to invest in the growth opportunities across our market.
Our clients Responding to feedback from our clients, we launched two new products in three months – Global Managed Portfolio Service and our innovative Retirement Strategies offering bespoke, tailored and modelled options to bring clients clarity, choice and confidence in their retirement planning. Our Retirement Strategies launch builds on our experience in this key area of retirement planning. With the growth in defined contribution pension schemes, managing drawdown is a growing challenge for many more people as they approach retirement. We are one of the first companies to offer modelled solutions for income drawdown. Initial interest has been strong.
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Brooks Macdonald Group plc Annual Report and Accounts 2025
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