Investment case
Over the year, our efforts have been focused on creating conditions for success. The momentum is building across the business, supported by an experienced and energised leadership team, new product launches and selective M&A. We offer an attractive shareholder proposition, built on:
UK wealth market
Significant growth opportunities in the UK wealth market The addressable UK wealth management market is estimated at c.£3 trillion and expected to grow at a compound annual growth rate of c.7% by 2030 1 , supported by the ongoing demographic, regulatory and technological shifts. Our brand, expertise and relevant product offering, alongside our differentiated distribution, provide a strong foundation, allowing us to take advantage of these growth opportunities. Experienced leadership Our leadership team has significant investment management expertise and strong capabilities in client and adviser engagement. The team is energised and focused on execution, driving growth momentum through excellent service, established relationships and operational efficiencies.
Brand recognition built on trust and long-standing client relationships We have been providing investment management and financial planning services since 1991. We are committed to innovation, exceptional client service and building strong partnerships with financial advisers and our individual clients. The Brooks Financial Academy is creating a new cohort of independent financial planners who share our passion for delivering excellent client service. Our diversified product offering and complementary distribution routes provide additional growth opportunities Our UK-wide network of IFAs, together with our financial planners, leverage our investment expertise and full suite of wealth solutions to support clients at every stage of their financial journey. We see further growth opportunities to broaden relationships with existing clients and add new clients through the value chain. Capital-light with strong cash generation We have a capital-light business model, which supports attractive cash generation. This, alongside our strict cost discipline, allows us to invest in sustainable and long-term growth opportunities, while paying a progressive dividend to our shareholders.
~£5tn 2030 addressable market 1 ~£3tn 2023 addressable market 1
£19.2bn Brooks Macdonald FUMA
GlobalData.
1
Total dividend per share (p)
81
78
75
71
63
Centralised investment proposition Our centralised investment proposition continues to deliver robust investment returns over the long term, maintaining consistency of outcomes for clients and economies of scale for the Group.
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06 Brooks Macdonald Group plc Annual Report and Accounts 2025 Brooks Macdonald Group plc 06
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