Glossary
Adroit
GOSH Group HMRC
Adroit Financial Planning Limited
Great Ormond Street Hospital
AGM AIM AML APM APS ARC
Annual General Meeting
Brooks Macdonald Group plc and its controlled entities
Alternative Investment Market
HM Revenue and Customs
IAS
Anti-money laundering
International Accounting Standard
IASB
Alternative performance measure
International Accounting Standards Board Internal Capital and Risk Assessment Independent Financial Adviser Investment Firms Prudential Regime International Financial Reporting Standard
ICARA
AIM Portfolio Service Asset Risk Consultants
IFA
BMAM
IFPR IFRS
Brooks Macdonald Asset Management Limited
BMI
Brooks Macdonald Asset Management (International) Limited
BMIS
IFRS IC
BM Investment Solutions Bespoke Portfolio Service Capital asset pricing model Client Assets Sourcebook Chief Executive Officer Cash-generating unit
International Financial Reporting Standards Interpretations Committee
BPS
IHT
Inheritance Tax
CAPM CASS
ISAs (UK)
International Standards on Auditing (UK)
IT
Information technology
CEO CGU
Integrity
Integrity Wealth Solutions Limited
KPI KRI
Key performance indicator
CIP
Centralised Investment Proposition Brooks Macdonald Group plc
Key Risk Indicators
Company Cornelian
LTIP LTIS
Long-term incentive plan Long-term incentive scheme Mergers and acquisitions
Cornelian Asset Managers Group Limited and its controlled entities The settlement system used by the London Stock Exchange for settling all its transactions
CREST
M&A MAF MPS MRT MTP
Multi-Asset Fund
CSOP
Company Share Option Plan
Managed Portfolio Service
DBP DCF DE&I DFM
Deferred Bonus Plan Defensive Capital Fund
Material Risk Takers Medium-Term Plan
Diversity, equity and inclusion Discretionary Fund Managers
Net flows
Net organic growth in FUM
OEIC
Open-Ended Investment Company
EBT EPS
Employee Benefit Trust
PBT
Profit before tax
Earnings per share
PRI
Principles for Responsible Investing PricewaterhouseCoopers LLP Risk and Compliance Committee Risk and control self-assessment Responsible Investment Service Risk management framework Employee Save As You Earn Scheme Senior Managers and Certification Regime
ERMC
Executive Risk Management Committee Environmental, social and governance
PwC RCC
ESG
ESGAC
Environmental, Social and Governance Advisory Committee
RCSA
ESOA ExCo
Exceptional Share Options Awards
RIS
Executive Committee
RMF SAYE SMCR
FCA FRC
UK Financial Conduct Authority UK Financial Reporting Council
FSCS FUM FUMA
Financial Services Compensation Scheme
SNI SPA
Small and non-interconnected Sale and Purchase Agreement
Funds under management
Funds under management or advice
TCFD
Task Force on Climate-related Financial Disclosures
FY
Financial year ended 30 June
The Code
UK Corporate Governance Code Weighted average cost of capital
GHG
Greenhouse gas
WACC
164
Brooks Macdonald Group plc Annual Report and Accounts 2025
Made with FlippingBook - professional solution for displaying marketing and sales documents online