Equities

Brooks Macdonald Group PLC

BRK:LSE

Brooks Macdonald Group PLC

FinancialsInvestment Banking and Brokerage Services
  • Price (GBX)1,660.00
  • Today's Change25.00 / 1.53%
  • Shares traded164.68k
  • 1 Year change12.93%
  • Beta0.8181
Data delayed at least 20 minutes, as of Feb 06 2026 10:55 GMT.
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Profile data is unavailable for this security.

About the company

Brooks Macdonald Group PLC is a wealth management company. The Company offers multi asset investment services to intermediaries and financial planning advice to private clients, benefitting from a strong local presence across the United Kingdom. Its UK Investment Management segment offers a range of investment management services to private high net worth individuals, pension funds, institutions, charities and trusts, as well as wealth management services to high-net-worth individuals and families, giving independent whole of market financial advice, enabling clients to build, manage and protect their wealth. The Company’s services include AIM Portfolio Service, Managed Portfolio Service, Centralized Investment Process, BM investment solutions, financial planning and others. The Managed Portfolio Service provides a choice of investment into a range of risk-managed model portfolios, each investing across a different mix of asset classes.

  • Revenue in GBP (TTM)111.56m
  • Net income in GBP11.63m
  • Incorporated2002
  • Employees485.00
  • Location
    Brooks Macdonald Group PLC40 Leadenhall StreetLONDON EC3A 2BJUnited KingdomGBR
  • Phone+44 20 7499 6424Fax+44 20 7499 5718
  • Websitehttps://www.brooksmacdonald.com/
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Peer analysis

CompanyRevenue (TTM)Net income (TTM)Market capEmployeesMarket Cap /
Employees
Schroder Income Growth Fund PLC23.79m20.37m242.46m0.00242.46m0.00
Schroder UK Mid Cap Fund PLC28.93m25.29m246.75m0.00246.75m0.00
Sherborne Investors (Guernsey) C Ltd-42.58m-43.43m247.77m0.00247.77m0.00
Biotech Growth Trust PLC-17.22m-21.35m247.94m0.00247.94m0.00
Pembroke VCT PLC9.00m3.11m248.01m0.00248.01m0.00
Odyssean Investment Trust PLC320.00k-2.09m249.84m0.00249.84m0.00
Abrdn UK Smlr Cmpn Grth Trst PLC22.86m17.14m253.76m0.00253.76m0.00
Albion Technology & General VCT PLC5.45m109.00k261.04m0.00261.04m0.00
Albion Enterprise VCT PLC9.64m3.21m263.09m0.00263.09m0.00
Brooks Macdonald Group plc111.56m11.63m263.56m485.00263.56m485.00
Fintel PLC85.00m6.20m267.78m617.00267.78m617.00
STS Global Income & Growth Trust PLC28.25m24.72m271.86m0.00271.86m0.00
Real Estate Credit Investments Ltd31.13m19.12m276.01m0.00276.01m0.00
Gore Street Energy Storage Fund PLC-24.41m-32.06m277.80m0.00277.80m0.00
British Smaller Companies VCT plc17.61m11.93m278.19m0.00278.19m0.00
VH Global Energy Infrastructure PLC-13.13m-19.35m280.23m0.00280.23m0.00
Data as of Feb 06 2026. Currency figures normalised to Brooks Macdonald Group PLC's reporting currency: UK Pound GBX

Institutional shareholders

85.51%Per cent of shares held by top holders
HolderShares% Held
Gresham House Asset Management Ltd. (Investment Management)as of 01 Dec 20253.75m23.60%
Liontrust Investment Partners LLPas of 21 Nov 20252.46m15.48%
Aberforth Partners LLPas of 30 Jun 20252.07m13.02%
Jupiter Asset Management Ltd.as of 30 Jun 20251.18m7.42%
Brooks Macdonald Asset Management Ltd.as of 30 Jun 20251.11m7.00%
Canaccord Genuity Wealth Ltd.as of 25 Nov 2024780.01k4.91%
Artemis Investment Management LLPas of 01 Dec 2025729.58k4.60%
Chelverton Asset Management Ltd.as of 30 Jun 2025609.01k3.84%
Invesco Asset Management Ltd.as of 01 Dec 2025569.00k3.58%
Octopus Investments Ltd.as of 28 Feb 2025328.05k2.07%
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Data from 30 Sep 2025 - 31 Dec 2025Source: FactSet Research Systems Inc.
Data Provided by LSEG
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