Brooks Macdonald has booked a £54m net inflow for the three months to 30 September 2026.
It marked the fourth quarter in a row that flows have been net positive, and helped lift total funds under management and advice to £21.8bn from £21.7m at the beginning of the quarter. Of this, £19.5bn was under management.
It also represented a turnaround from the £49m net outflow the firm recorded in the same period last year.
Market and investment performance contributed £200m of the growth in funds under management.
The firm’s platform MPS saw ‘strong’ net inflows of £172m, similar to the £175m last year.
Within the £5.7bn of assets under advice, 59% was both advised and managed as of the end of quarter, compared with 58% last year. Advised-only assets were flat at £2.4bn.
Andrea Montague, CEO (pictured), said: “Four consecutive quarters of positive net inflows show that our Reignite Growth strategy is delivering.
“Stronger adviser relationships, disciplined execution, and continued growth in financial planning are accelerating our progress.
”We have invested in our regional presence with new investment managers and financial planners.
“The modernisation of our MPS range makes it simpler for advisers and clients to work with us,” she added.
“This is a positive start to the year, and we are focused on building on that momentum.”
