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About the company
Brooks Macdonald Group plc, through its various subsidiaries, provides investment management services in the United Kingdom and internationally. The Company's segments include UK Investment Management and International. 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. International segment is based in the Channel Islands and the Isle of Man, offering a similar range of investment management and wealth management services as the UK Investment Management segment. Its services include bespoke portfolio service, decumulation service, managed portfolio service, bm investment solutions, responsible investment service, charity bespoke portfolio service and AIM portfolio service.
- Revenue in GBP (TTM)128.48m
- Net income in GBP6.58m
- Incorporated2002
- Employees509.00
- LocationBrooks Macdonald Group PLC21 Lombard StreetLONDON EC3V 9AHUnited KingdomGBR
- Phone+44 207 499 6424
- Fax+44 207 499 5718
- Websitehttps://www.brooksmacdonald.com/
Peer analysis
- Key Information
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- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPMorgan Global Core Real Assets Ltd | -15.17m | -19.36m | 169.87m | 0.00 | -- | 0.8511 | -- | -- | -0.0883 | -0.0883 | -0.0692 | 0.9517 | -0.0681 | -- | -- | -- | -8.69 | -- | -8.71 | -- | -- | -- | -- | -- | -- | -- | 0.00 | -- | 3.78 | -- | 0.5782 | -- | -- | -- |
B.P. Marsh & Partners plc | 32.11m | 25.30m | 172.39m | 16.00 | 6.85 | 0.8489 | 6.76 | 5.37 | 0.6759 | 0.6759 | 0.8578 | 5.45 | 0.1617 | -- | 4.89 | 2,006,813.00 | 12.74 | 10.79 | 12.82 | 10.92 | -- | -- | 78.79 | 73.78 | -- | 78.70 | 0.0034 | 7.89 | 39.32 | 7.34 | 36.37 | 3.32 | -42.76 | -10.20 |
AVI Japan Opportunity Trust PLC | 25.91m | 24.74m | 178.88m | 0.00 | 7.23 | 0.9788 | -- | 6.90 | 0.1763 | 0.1763 | 0.185 | 1.30 | 0.1393 | -- | 88.74 | -- | 13.30 | -- | 13.94 | -- | 93.74 | 88.26 | 95.47 | 82.15 | -- | -- | 0.0818 | 17.12 | 952.40 | -- | 453.87 | -- | -- | -- |
Montanaro UK Smllr Cmpns nvstmnt Trst PL | 20.32m | 17.92m | 183.28m | 0.00 | 10.23 | 0.9912 | -- | 9.02 | 0.1071 | 0.1071 | 0.1213 | 1.10 | 0.1015 | -- | 46.82 | -- | 8.95 | 0.7591 | 8.97 | 0.7759 | 91.54 | 52.17 | 88.19 | 42.25 | -- | -- | 0.0976 | 472.87 | -207.09 | -- | -150.40 | -- | -- | 15.49 |
City of London Investment Group PLC | 55.38m | 13.62m | 185.75m | 120.00 | 13.36 | 1.56 | 9.90 | 3.35 | 0.2743 | 0.2743 | 1.12 | 2.35 | 0.4029 | -- | 8.08 | 461,534.30 | 9.90 | 15.35 | 10.48 | 17.12 | 95.41 | 94.92 | 24.58 | 27.73 | -- | -- | 0.0362 | 103.76 | -15.17 | 8.64 | -27.24 | 5.27 | 25.65 | 2.90 |
Riverstone Energy Ltd | 11.44m | -1.79m | 246.86m | 0.00 | 54.37 | 0.7233 | -- | 21.57 | 0.1672 | 0.1672 | 0.2453 | 12.57 | 0.0206 | -- | 10.11 | -- | -0.3209 | -15.10 | -0.3212 | -15.13 | 18.73 | -- | -15.61 | -- | -- | -- | 0.00 | -- | -86.81 | -- | -102.55 | -- | -- | -- |
Fintel PLC | 64.90m | 7.10m | 306.42m | 494.00 | 43.33 | 2.99 | 26.19 | 4.72 | 0.0681 | 0.0681 | 0.6222 | 0.988 | 0.4786 | -- | 6.24 | 131,376.50 | 5.46 | 8.18 | 6.43 | 9.71 | -- | -- | 11.40 | 15.64 | -- | 20.60 | 0.1091 | 34.58 | -2.41 | 5.07 | -27.55 | 20.04 | 44.35 | 2.63 |
Brooks Macdonald Group plc | 128.48m | 6.58m | 325.63m | 509.00 | 48.29 | 2.20 | 20.33 | 2.53 | 0.41 | 0.41 | 8.00 | 8.98 | 0.7013 | -- | 4.13 | 252,416.50 | 3.59 | 8.90 | 4.08 | 10.86 | -- | -- | 5.12 | 12.70 | -- | -- | 0.0306 | 65.55 | 1.28 | 4.37 | -22.48 | 26.46 | -11.72 | 9.80 |
Pensionbee Group PLC | 23.82m | -10.57m | 333.91m | 202.00 | -- | 22.03 | -- | 14.02 | -0.0473 | -0.0473 | 0.1065 | 0.0676 | 1.11 | -- | 8.43 | 117,905.90 | -49.08 | -72.03 | -53.57 | -78.83 | -- | -- | -44.38 | -120.81 | -- | -356.30 | 0.0256 | -- | 34.85 | 75.66 | 52.28 | -- | 7.14 | -- |
Pantheon Infrastructure PLC | 56.46m | 49.59m | 375.48m | 0.00 | 7.69 | 0.7501 | -- | 6.65 | 0.1041 | 0.1041 | 0.1183 | 1.07 | 0.1137 | -- | 63.58 | -- | 9.99 | -- | 10.13 | -- | 88.62 | -- | 87.83 | -- | -- | -- | 0.00 | -- | 409.67 | -- | 517.66 | -- | -- | -- |
Sherborne Investors (Guernsey) C Ltd | 46.86m | 43.91m | 376.25m | 0.00 | 8.57 | 0.6645 | -- | 8.03 | 0.0627 | 0.0627 | 0.0669 | 0.8089 | 0.0855 | -- | -- | -- | 8.01 | 4.16 | 8.02 | 4.17 | 95.54 | 86.54 | 93.73 | 83.52 | -- | 535.90 | 0.00 | 12.96 | 209.49 | -- | 192.36 | -- | -- | -- |
Tatton Asset Management PLC | 33.90m | 13.43m | 377.59m | 103.00 | 28.88 | 9.36 | 25.67 | 11.14 | 0.2161 | 0.2161 | 0.5452 | 0.6666 | 0.6861 | -- | 89.68 | 329,116.50 | 27.18 | 27.38 | 31.91 | 34.54 | -- | -- | 39.62 | 33.85 | -- | -- | 0.00 | 76.38 | 10.12 | 15.83 | 44.70 | 40.53 | 31.14 | 17.05 |
Mattioli Woods plc | 115.40m | 9.91m | 409.84m | 896.00 | 40.98 | 1.81 | 19.58 | 3.55 | 0.1923 | 0.1923 | 2.24 | 4.36 | 0.3947 | -- | 4.01 | 128,795.80 | 3.39 | 3.60 | 3.83 | 4.28 | -- | -- | 8.59 | 7.65 | -- | -- | 0.0164 | 153.96 | 2.73 | 13.64 | 85.77 | -1.35 | -25.92 | 9.53 |
Georgia Capital PLC | 181.03m | 178.86m | 433.92m | 47.00 | 2.32 | 0.442 | -- | 2.40 | 4.39 | 4.39 | 4.44 | 23.00 | 0.1987 | -- | -- | 3,851,725.00 | 19.64 | 16.87 | 19.64 | 17.28 | -- | -- | 98.80 | 70.97 | -- | 734.27 | 0.00 | -- | 66,495.67 | -13.65 | 5,107.96 | -- | -- | -- |
Chrysalis Investments Ltd | -71.56m | -78.23m | 454.69m | 0.00 | -- | 0.5674 | -- | -- | -0.1315 | -0.1315 | -0.1202 | 1.35 | -0.0848 | -- | -- | -- | -9.27 | -- | -9.31 | -- | -- | -- | -- | -- | -- | -- | 0.00 | -- | 88.27 | -- | 86.99 | -- | -- | -- |
Jupiter Fund Management PLC | 405.60m | -12.90m | 464.87m | 527.00 | -- | 0.5888 | 36.04 | 1.15 | -0.0264 | -0.0264 | 0.7745 | 1.45 | 0.3312 | -- | 3.10 | 769,639.40 | -1.05 | 6.99 | -1.37 | 9.08 | 90.93 | 90.99 | -3.18 | 17.29 | -- | -- | 0.1414 | 106.76 | -8.55 | -2.51 | -126.93 | -- | 0.5814 | -16.60 |
Holder | Shares | % Held |
---|---|---|
Liontrust Investment Partners LLPas of 03 Jul 2023 | 3.10m | 18.83% |
Octopus Investments Ltd.as of 09 Aug 2023 | 2.62m | 15.95% |
Gresham House Asset Management Ltd. (Investment Management)as of 17 Apr 2024 | 1.65m | 10.01% |
Brooks Macdonald Asset Management Ltd.as of 30 Jun 2020 | 1.11m | 6.75% |
Amati Global Investors Ltd.as of 30 Jun 2023 | 780.39k | 4.75% |
Invesco Asset Management Ltd.as of 03 Apr 2024 | 741.43k | 4.51% |
Canaccord Genuity Wealth Ltd.as of 30 Jun 2023 | 735.96k | 4.48% |
Chelverton Asset Management Ltd.as of 30 Jun 2023 | 683.00k | 4.15% |
Link Fund Solutions Ltd.as of 31 Jan 2024 | 628.02k | 3.82% |
Rathbones Investment Management Ltd.as of 01 Mar 2024 | 410.00k | 2.49% |