Equities

Brooks Macdonald Group PLC

BRK:LSE

Brooks Macdonald Group PLC

FinancialsInvestment Banking and Brokerage Services
  • Price (GBX)1,650.00
  • Today's Change-15.00 / -0.90%
  • Shares traded1.68k
  • 1 Year change-12.70%
  • Beta1.0259
Data delayed at least 20 minutes, as of Nov 22 2024 16:35 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. The Company's segments include UK Investment Management and International. The 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 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 managed portfolio service, BM investment solutions, financial planning and others.

  • Revenue in GBP (TTM)128.26m
  • Net income in GBP6.46m
  • Incorporated2002
  • Employees485.00
  • Location
    Brooks Macdonald Group PLC21 Lombard StreetLONDON EC3V 9AHUnited KingdomGBR
  • Phone+44 20 7499 6424Fax+44 20 7499 5718
  • Websitehttps://www.brooksmacdonald.com/
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Mergers & acquisitions

Acquired companyDeal statusDateDate /
Deal status		BRK:LSE since
announced		Transaction
value
LIFT-Invest PlcAnnounced08 Oct 202408 Oct 2024Announced-11.29%--
LIFT-Financial Group LtdAnnounced08 Oct 202408 Oct 2024Announced-11.29%58.87m
Lucas Fettes & Partners (Financial Services) LtdDeal completed17 Sep 202417 Sep 2024Deal completed-11.29%--
Data delayed at least 20 minutes, as of Nov 22 2024 16:35 GMT.

Peer analysis

CompanyRevenue (TTM)Net income (TTM)Market capEmployeesMarket Cap /
Employees
Montanaro European Smllr Cmpns Trst PLC18.37m14.63m258.57m0.00258.57m0.00
B.P. Marsh & Partners plc66.35m53.60m259.53m16.00259.53m16.00
Blackstone Loan Financing Ltd86.30m85.10m260.82m0.00260.82m0.00
Tufton Assets Ltd63.99m60.42m266.69m0.00266.69m0.00
Gresham House Energy Storage Fund PLC-186.97m-196.69m270.31m0.00270.31m0.00
Brooks Macdonald Group plc128.26m6.46m274.34m485.00274.34m485.00
VH Global Sustainable Enrgy Opprtnts PLC25.91m19.13m276.27m0.00276.27m0.00
Hansa Investment Company Ltd96.05m91.42m276.40m0.00276.40m0.00
Henderson High Income Trust plc38.61m33.34m278.01m0.00278.01m0.00
Real Estate Credit Investments Ltd31.36m21.86m281.81m0.00281.81m0.00
BlackRock Frontiers Investment Trust PLC71.98m59.07m284.48m0.00284.48m0.00
Jpmorgan Asia Growth & Income PLC-1.58m-5.83m284.92m0.00284.92m0.00
Biotech Growth Trust PLC79.73m74.60m286.56m0.00286.56m0.00
JPMorgan US Smaller Co Inv Trust PLC16.87m12.27m287.96m0.00287.96m0.00
Schroder Japan Trust PLC65.30m61.03m289.17m0.00289.17m0.00
Fintel PLC68.90m5.90m290.69m494.00290.69m494.00
Data as of Nov 22 2024. Currency figures normalised to Brooks Macdonald Group PLC's reporting currency: UK Pound GBX

Institutional shareholders

74.86%Per cent of shares held by top holders
HolderShares% Held
Liontrust Investment Partners LLPas of 30 Jun 20243.04m18.44%
Octopus Investments Ltd.as of 01 Jul 20242.47m14.97%
Gresham House Asset Management Ltd. (Investment Management)as of 31 Jul 20242.37m14.37%
Canaccord Genuity Wealth Ltd.as of 30 Jun 20241.02m6.20%
Invesco Asset Management Ltd.as of 30 Jun 2024740.72k4.50%
Link Fund Solutions Ltd.as of 31 May 2024659.00k4.00%
Brooks Macdonald Asset Management Ltd.as of 30 Jun 2024584.71k3.55%
Chelverton Asset Management Ltd.as of 30 Jun 2024569.75k3.46%
Amati Global Investors Ltd.as of 30 Jun 2024483.41k2.93%
Rathbones Investment Management Ltd.as of 03 Sep 2024401.00k2.43%
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Data from 31 May 2024 - 31 Oct 2024Source: FactSet Research Systems Inc.
Data Provided by LSEG
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