Equities

Brooks Macdonald Group PLC

BRK:LSE

Brooks Macdonald Group PLC

FinancialsInvestment Banking and Brokerage Services
  • Price (GBX)1,870.00
  • Today's Change-15.00 / -0.80%
  • Shares traded6.62k
  • 1 Year change16.88%
  • Beta0.9998
Data delayed at least 15 minutes, as of Oct 04 2024 16:35 BST.
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Profile data is unavailable for this security.

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)128.26m
  • 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
Lucas Fettes & Partners (Financial Services) LtdDeal completed17 Sep 202417 Sep 2024Deal completed0.54%--
Data delayed at least 15 minutes, as of Oct 04 2024 16:35 BST.

Peer analysis

CompanyRevenue (TTM)Net income (TTM)Market capEmployeesMarket Cap /
Employees
STS Global Income & Growth Trust PLC13.66m10.38m289.01m0.00289.01m0.00
Literacy Capital PLC29.26m20.88m290.04m0.00290.04m0.00
VH Global Sustainable Enrgy Opprtnts PLC25.91m19.13m295.48m0.00295.48m0.00
CQS New City High Yield Fund Ltd49.21m43.42m297.45m0.00297.45m0.00
Gresham House Energy Storage Fund PLC-186.97m-196.69m300.47m0.00300.47m0.00
Schroder Japan Trust PLC65.30m61.03m300.90m0.00300.90m0.00
European Assets Trust PLC30.34m24.76m302.46m0.00302.46m0.00
Jpmorgan Asia Growth & Income PLC-1.58m-5.83m306.42m0.00306.42m0.00
Brooks Macdonald Group plc128.26m6.46m308.11m485.00308.11m485.00
Third Point Investors Ltd88.41m70.90m314.51m0.00314.51m0.00
Castelnau Group Ltd105.36m93.31m316.37m4.00316.37m4.00
CT Private Equity Trust PLC24.80m7.62m317.47m0.00317.47m0.00
Baillie Gifford European Growth Trst PLC28.58m25.14m318.21m0.00318.21m0.00
Henderson International Income Trust PLC18.14m12.76m323.85m0.00323.85m0.00
Biotech Growth Trust PLC79.73m74.60m326.03m0.00326.03m0.00
CT UK Capital and Income Invst Trust PLC45.06m41.17m328.15m0.00328.15m0.00
Data as of Oct 04 2024. Currency figures normalised to Brooks Macdonald Group PLC's reporting currency: UK Pound GBX

Institutional shareholders

79.19%Per cent of shares held by top holders
HolderShares% Held
Liontrust Investment Partners LLPas of 03 Jul 20233.10m18.83%
Octopus Investments Ltd.as of 01 Jul 20242.47m15.00%
Gresham House Asset Management Ltd. (Investment Management)as of 31 Jul 20242.37m14.40%
Brooks Macdonald Asset Management Ltd.as of 30 Jun 20201.11m6.75%
Amati Global Investors Ltd.as of 30 Jun 2023780.39k4.74%
Invesco Asset Management Ltd.as of 03 Apr 2024741.43k4.51%
Canaccord Genuity Wealth Ltd.as of 30 Jun 2023735.96k4.47%
Chelverton Asset Management Ltd.as of 30 Jun 2023683.00k4.15%
Link Fund Solutions Ltd.as of 30 Apr 2024639.94k3.89%
Rathbones Investment Management Ltd.as of 01 Jun 2024404.00k2.46%
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Data from 31 Dec 2023 - 31 Jul 2024Source: FactSet Research Systems Inc.
Data Provided by LSEG
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