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1. Company Snapshot

1.a. Company Description

Brooks Macdonald Group plc, through its subsidiaries, provides a range of investment and wealth management services to private clients, pension funds, professional intermediaries, and trustees in the United Kingdom and the Channel Islands.It operates through two segments, UK Investment Management and International.The company offers financial planning advisory services to high-net-worth individuals, families, and businesses; and multi-asset and specialist fund products to the retail sector.


Brooks Macdonald Group plc was founded in 1991 and is headquartered in London, the United Kingdom.

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1.b. Last Insights on BRK

The recent stock performance of Brooks Macdonald Group plc has been negatively impacted by the sale of its international arm to Canaccord Genuity, which may have led to a refocusing on the UK market and potential divestiture of non-core assets. Additionally, the UK market's volatility, driven by weak trade data from China and global economic challenges, has made investors increasingly cautious. The company's recent acquisition of LIFT, announced in 2024 and completed in 2025, may also be a contributing factor to its current performance.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Brooks Macdonald Group (LON:BRK) Is Paying Out A Larger Dividend Than Last Year

Sep -16

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Top UK Dividend Stocks To Consider For Your Portfolio

Aug -13

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Top UK Dividend Stocks To Consider For Your Portfolio

Jul -15

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3 Leading UK Dividend Stocks To Consider

Jun -16

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Brooks Macdonald offers retirement strategies to meet rising demand

Jun -11

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3 Leading UK Dividend Stocks

May -16

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3 Top Undervalued Small Caps In Global With Recent Insider Action

Apr -17

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UK Dividend Stocks Spotlight With 3 Prime Picks

Apr -17

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (5.78%)

6. Segments

Investment Management

Expected Growth: 5.5%

Growing demand for bespoke portfolio management services, increasing wealth among high net worth individuals, and rising adoption of tailored investment solutions among charities and institutions are expected to drive growth.

International

Expected Growth: 7.2%

Growing demand for bespoke portfolio management, increasing global wealth, and rising adoption of investment management services drive growth in Brooks Macdonald's international segment.

7. Detailed Products

Wealth Management

Brooks Macdonald's Wealth Management service provides personalized investment management solutions to individuals, trusts, and charities.

Investment Management

The company offers a range of investment management services, including discretionary and advisory portfolio management.

Platform Services

Brooks Macdonald's Platform Services provide a range of investment platforms and tools for financial advisers and their clients.

DFM (Discretionary Fund Management)

The company's DFM service offers a range of model portfolios and bespoke discretionary management solutions.

Pension and Retirement Services

Brooks Macdonald provides pension and retirement services, including Self-Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSAS).

8. Brooks Macdonald Group plc's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Brooks Macdonald Group plc is moderate due to the presence of alternative investment management services and financial planning solutions.

Bargaining Power Of Customers

The bargaining power of customers is low due to the specialized nature of Brooks Macdonald Group plc's services, which limits customers' ability to negotiate prices.

Bargaining Power Of Suppliers

The bargaining power of suppliers is moderate due to the presence of multiple suppliers of investment products and services, which gives Brooks Macdonald Group plc some negotiating power.

Threat Of New Entrants

The threat of new entrants is high due to the relatively low barriers to entry in the investment management and financial planning industry, which makes it easier for new companies to enter the market.

Intensity Of Rivalry

The intensity of rivalry is high due to the presence of many established players in the investment management and financial planning industry, which leads to intense competition for market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 3.16%
Debt Cost 5.60%
Equity Weight 96.84%
Equity Cost 7.50%
WACC 7.44%
Leverage 3.27%

11. Quality Control: Brooks Macdonald Group plc passed 6 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Bois Sauvage

A-Score: 5.6/10

Value: 7.9

Growth: 2.7

Quality: 4.3

Yield: 5.0

Momentum: 5.5

Volatility: 8.3

1-Year Total Return ->

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Stock-Card
Brooks Macdonald

A-Score: 5.5/10

Value: 4.2

Growth: 2.7

Quality: 7.5

Yield: 7.5

Momentum: 5.0

Volatility: 6.0

1-Year Total Return ->

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Stock-Card
IP Group

A-Score: 4.6/10

Value: 9.8

Growth: 0.6

Quality: 7.2

Yield: 1.2

Momentum: 5.5

Volatility: 3.3

1-Year Total Return ->

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Stock-Card
MedCap

A-Score: 4.4/10

Value: 1.1

Growth: 9.0

Quality: 7.6

Yield: 0.0

Momentum: 7.0

Volatility: 1.7

1-Year Total Return ->

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Stock-Card
Bellevue

A-Score: 4.0/10

Value: 4.4

Growth: 2.4

Quality: 6.1

Yield: 9.4

Momentum: 0.0

Volatility: 1.7

1-Year Total Return ->

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Stock-Card
BAVARIA

A-Score: 3.9/10

Value: 5.7

Growth: 3.0

Quality: 7.4

Yield: 0.0

Momentum: 4.0

Volatility: 3.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

16.35$

Current Price

16.35$

Potential

-0.00%

Expected Cash-Flows