Reigniting growth - Annual Report and Accounts 2024

Glossary

AFP, Adroit

DEFRA DESNZ

Adroit Financial Planning Limited

Department for Environment, Food and Rural Affairs Department for Energy Security and Net Zero

AGM AGS AIM AML ANLA

Annual General Meeting Adaptive Grand Slam

DFM

Discretionary Fund Managers

EBITDA

Alternative Investment Market Anti-money laundering Adjusted Net Liquid Asset Alternative performance measure

Earnings before interest, tax, depreciation and amortisation

EBT EPS

Employee Benefit Trust

Earnings per share

APM APS ARC

ERMC

Executive Risk Management Committee Environmental, social and governance

ESG

AIM Portfolio Service Asset Risk Consultants

ESGAC

Environmental, Social and Governance Advisory Committee

BMAM

ESOA

Brooks Macdonald Asset Management Limited

Exceptional Share Options Awards

BMG, Company, Parent Company

EU

Brooks Macdonald Group plc

European Union

ExCo

Executive Committee

BMI

Brooks Macdonald Asset Management (International) Limited

FCA

UK Financial Conduct Authority FIT Remuneration Consultants LLP UK Financial Reporting Council

BMIS

BM Investment Solutions

FIT

BOE BPS

Bank of England

FRC

Bespoke Portfolio Service

FSCS FUM

Financial Services Compensation Scheme

BR

Business Relief

Funds under management

Braemar

Breamar Group Limited CGU Capital asset pricing model Client Assets Sourcebook Chief Executive Officer

FUM/A FY22 FY23 FY24 FY25 FY26 FY27 GAIN GAYE GFSC GHG GOSH Group H2 FY24

Funds under management or advice

CAPM CASS

Year ended 30 June 2022 Year ended 30 June 2023 Year ended 30 June 2024 Year ending 30 June 2025 Year ending 30 June 2026 Year ending 30 June 2027

CEO CGU

Cash-generating unit

CIP

Centralised Investment Process

COO

Chief Operating Officer

Cornelian COVID-19

Cornelian Asset Managers Group Limited and its controlled entities

Girls Are Investors Give-As-You-Earn

Coronavirus global pandemic

CREST

The settlement system used by the London Stock Exchange for settling all its transactions

Guernsey Financial Services Commission

Greenhouse gas

CRO

Chief Risk Officer

Great Ormond Street Hospital

CSOP DBP DCF DE&I

Company Share Option Plan

Brooks Macdonald Group plc and its controlled entities

Deferred Bonus Plan Defensive Capital Fund

Six months ended 30 June 2024

H&S

Health and safety

Diversity, equity and inclusion

174 Brooks Macdonald Group plc Annual Report and Accounts 2024

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