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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
- LocationBrooks Macdonald Group PLC40 Leadenhall StreetLONDON EC3A 2BJUnited KingdomGBR
- Phone+44 207 499 6424
- Fax+44 207 499 5718
- Websitehttps://www.brooksmacdonald.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ecofin Glbl Utlits and Infrstrc Trst PLC | 39.02m | 32.92m | 241.91m | 0.00 | 8.26 | 1.05 | -- | 6.20 | 0.3122 | 0.3122 | 0.3653 | 2.46 | 0.1388 | -- | 17.65 | -- | 11.71 | 9.47 | 13.17 | 10.77 | 91.39 | 87.37 | 84.37 | 82.09 | -- | -- | 0.0905 | 35.37 | -30.38 | -- | -34.52 | -- | -- | 5.35 |
| Odyssean Investment Trust PLC | 320.00k | -2.09m | 245.02m | 0.00 | -- | 1.06 | -- | 765.69 | -0.02 | -0.02 | 0.0024 | 1.67 | 0.0014 | -- | 0.3284 | -- | -0.9329 | 3.86 | -0.9386 | 3.92 | -518.75 | 69.38 | -652.81 | 65.14 | -- | -- | 0.00 | 0.00 | -395.44 | -- | -248.89 | -- | -- | -- |
| Biotech Growth Trust PLC | -17.22m | -21.35m | 246.46m | 0.00 | -- | 1.07 | -- | -- | -0.2828 | -0.2828 | -0.6193 | 11.17 | -0.0495 | -- | -- | -- | -6.13 | -2.37 | -6.98 | -2.59 | -- | -- | -- | -- | -- | -- | 0.097 | -- | -197.25 | -- | -210.81 | -- | -- | -- |
| Pembroke VCT PLC | 9.00m | 3.11m | 252.12m | 0.00 | 79.17 | 0.9289 | -- | 28.02 | 0.0116 | 0.0116 | 0.0366 | 0.9905 | 0.0371 | -- | 44.76 | -- | 1.28 | 1.95 | 1.29 | 1.97 | 44.48 | 56.68 | 34.57 | 42.31 | -- | -- | 0.00 | 221.94 | 216.48 | -- | 104.23 | -- | -- | -- |
| Schroder UK Mid Cap Fund PLC | 28.93m | 25.29m | 252.15m | 0.00 | 10.17 | 0.9888 | -- | 8.71 | 0.7334 | 0.7334 | 0.8374 | 7.54 | 0.1057 | -- | 4.83 | -- | 9.23 | 7.50 | 10.08 | 8.05 | 90.25 | 88.90 | 87.40 | 86.02 | -- | -- | 0.0616 | 33.54 | -27.90 | -- | -30.54 | -- | -- | 10.99 |
| Abrdn UK Smlr Cmpn Grth Trst PLC | 22.86m | 17.14m | 252.61m | 0.00 | 20.31 | 0.8876 | -- | 11.05 | 0.2540 | 0.2540 | 0.3312 | 5.81 | 0.0534 | -- | 13.09 | -- | 4.00 | 2.16 | 4.44 | 2.31 | 78.42 | 71.42 | 75.00 | 66.08 | -- | -- | 0.1002 | 74.65 | -63.32 | 59.88 | -69.68 | -- | -- | 11.38 |
| Sherborne Investors (Guernsey) C Ltd | -42.58m | -43.43m | 254.29m | 0.00 | -- | 0.6697 | -- | -- | -0.0621 | -0.0621 | -0.0609 | 0.5823 | -0.0989 | -- | -- | -- | -10.09 | -3.81 | -10.09 | -3.81 | -- | -- | -- | -- | -- | -- | 0.00 | -- | -373.55 | -- | -393.49 | -- | -- | -- |
| Albion Technology & General VCT PLC | 5.45m | 109.00k | 261.04m | 0.00 | 126.92 | 0.9335 | -- | 47.92 | 0.0052 | 0.0052 | 0.0193 | 0.707 | 0.0259 | -- | 8.31 | -- | 0.0518 | 4.76 | 0.0528 | 4.80 | 25.85 | 71.31 | 2.00 | 64.44 | -- | -- | 0.00 | 135.28 | 103.06 | 4.38 | 162.89 | 2.37 | -- | -9.31 |
| Albion Enterprise VCT PLC | 9.64m | 3.21m | 263.09m | 0.00 | 51.20 | 0.9271 | -- | 27.29 | 0.0204 | 0.0204 | 0.0463 | 1.13 | 0.0463 | -- | 5.16 | -- | 1.54 | 7.24 | 1.55 | 7.33 | 47.23 | 77.94 | 33.30 | 72.48 | -- | -- | 0.00 | 97.21 | 195.82 | -- | 327.14 | -- | -- | 1.36 |
| Brooks Macdonald Group plc | 111.56m | 11.63m | 263.56m | 485.00 | 23.34 | 1.73 | 11.96 | 2.36 | 0.7111 | 1.29 | 6.85 | 9.62 | 0.5267 | -- | 4.06 | -- | 5.49 | 9.66 | 6.80 | 11.63 | -- | -- | 10.42 | 16.00 | -- | -- | 0.0881 | 57.03 | 4.57 | 0.547 | -42.93 | 12.60 | 21.20 | 8.85 |
| STS Global Income & Growth Trust PLC | 28.25m | 24.72m | 272.12m | 0.00 | 11.75 | 0.9738 | -- | 9.63 | 0.2008 | 0.2008 | 0.2322 | 2.42 | 0.0926 | -- | 21.75 | -- | 8.10 | 8.73 | 8.53 | 9.52 | 92.58 | 93.53 | 87.49 | 88.67 | -- | -- | 0.05 | 29.72 | 146.01 | -- | 189.98 | -- | -- | 5.48 |
| Gore Street Energy Storage Fund PLC | -24.41m | -32.06m | 273.76m | 0.00 | -- | 0.6013 | -- | -- | -0.0635 | -0.0635 | -0.0483 | 0.9014 | -0.0505 | -- | -- | -- | -6.63 | 6.33 | -6.66 | 6.36 | -- | 81.25 | -- | 77.91 | -- | -- | 0.00 | 105.37 | 489.35 | 18.76 | 209.29 | 5.25 | -- | -10.59 |
| British Smaller Companies VCT plc | 17.61m | 11.93m | 278.19m | 0.00 | 20.48 | 0.9304 | -- | 15.80 | 0.0364 | 0.0364 | 0.0531 | 0.8007 | 0.0663 | -- | -- | -- | 4.49 | 9.65 | 4.49 | 9.67 | 76.73 | 85.12 | 67.73 | 81.53 | -- | -- | 0.00 | 75.70 | -17.03 | -- | -36.25 | -- | -- | 0.00 |
| Real Estate Credit Investments Ltd | 31.13m | 19.12m | 280.44m | 0.00 | 14.68 | 0.8931 | -- | 9.01 | 0.0862 | 0.0862 | 0.1404 | 1.42 | 0.0738 | -- | -- | -- | 4.53 | 6.16 | 5.60 | 7.55 | 87.09 | 87.78 | 61.42 | 73.05 | -- | -- | 0.2545 | 101.95 | 9.05 | -- | 4.40 | -- | -- | 0.00 |
| International Biotechnology Trust Plc | 6.07m | -1.17m | 282.02m | 0.00 | -- | 1.20 | -- | 46.48 | -0.0414 | -0.0414 | 0.1707 | 7.39 | 0.0205 | -- | 34.58 | -- | -0.3951 | 3.16 | -0.4401 | 3.50 | -2.88 | 73.54 | -19.28 | 65.01 | -- | -- | 0.1061 | 115.79 | -86.38 | -36.12 | -103.01 | -- | -- | 5.05 |
| VH Global Energy Infrastructure PLC | -13.13m | -19.35m | 284.19m | 0.00 | -- | 0.7116 | -- | -- | -0.0481 | -0.0481 | -0.0329 | 1.01 | -0.031 | -- | -- | -- | -4.56 | -- | -4.57 | -- | -- | -- | -- | -- | -- | -- | 0.00 | -- | -150.51 | -- | -168.28 | -- | -- | -- |
Data as of Feb 16 2026. Currency figures normalised to Brooks Macdonald Group PLC's reporting currency: UK Pound GBX
81.93%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Gresham House Asset Management Ltd. (Investment Management)as of 01 Dec 2025 | 3.75m | 23.60% |
| Liontrust Investment Partners LLPas of 06 Feb 2026 | 2.35m | 14.79% |
| Aberforth Partners LLPas of 05 Feb 2026 | 1.61m | 10.12% |
| Jupiter Asset Management Ltd.as of 30 Jun 2025 | 1.18m | 7.42% |
| Brooks Macdonald Asset Management Ltd.as of 30 Jun 2025 | 1.11m | 7.00% |
| Canaccord Genuity Wealth Ltd.as of 25 Nov 2024 | 780.01k | 4.91% |
| Artemis Investment Management LLPas of 01 Dec 2025 | 729.58k | 4.60% |
| Chelverton Asset Management Ltd.as of 30 Jun 2025 | 609.01k | 3.84% |
| Invesco Asset Management Ltd.as of 01 Dec 2025 | 569.00k | 3.58% |
| Octopus Investments Ltd.as of 28 Feb 2025 | 328.05k | 2.07% |
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Data from 30 Sep 2025 - 31 Jan 2026Source: FactSet Research Systems Inc.
