Fair Money & Economic Opportunity

Brooks Macdonald Group PLC reinvested approximately 0.37% of its 2024 statutory profit before tax (£24.6 million) into community initiatives.

This is derived from the BM Foundation making over 22 donations totaling £46,000 during the year, with the Group matching all donations. The company does not generate revenue from high-cost financial products or penalty fees. Furthermore, it does not provide debt products to consumers and is not regulated as a lender, therefore it has no fair-lending history.

Fair Pay & Worker Respect

The company's CEO to median employee pay ratio was 13:1 in FY25.

For pay equity, women's median hourly pay was 32.7% lower than men's in 2019 for Brooks Macdonald Group plc. The company acknowledges its gender pay gap remains too wide, noting that it employs considerably more men in senior roles and lower-paid junior roles are skewed towards females, though it states it does not have an equal pay issue for men and women in the same roles. The company employs over 430 people. Its remuneration policy is independently overseen by a Remuneration Committee of four independent non-executive directors. Employer pension contribution rates are 6% of salary for all employees. The company has a DE&I strategy called ‘Inclusive By Design’, includes DE&I objectives in its balanced scorecard and Executive Directors' performance measures, and partners with organizations like LGBT Great, City Hive, and the Women in Finance Charter. Recruitment processes involve external search consultancies tasked to produce diverse candidate lists and use diverse interview panels. Senior leaders' remuneration is linked to gender diversity objectives.

Planet-Friendly Business

The company, an investment management firm, reported total operational Scope 1, 2, and 3 emissions of 99.2 tCO2e in 2025, a 7% decrease from 2024.

This extremely low footprint is considered non-material for a pure services provider. In 2025, 92.5% of its Scope 2 emissions were from renewable electricity, with 10 out of 15 sites using fully renewable electricity. The company has a publicly committed operational net-zero emissions target by 2030, with a plan to set out a clear roadmap by the end of 2025. It has reported in line with TCFD recommendations for 2023 and 2024, with its TCFD report reviewed by the Board and Audit Committee, and climate-related risks considered in its operational resilience program. The company conducts an annual quantitative assessment of investment holdings' exposure to physical and transition risks under multiple climate scenarios, including 1.5°C, 4.3°C, RCP 2.6, and RCP 8.5 pathways, providing financial quantification of potential portfolio value reduction. However, disclosure of climate-related stranded asset risks is minimal, limited to generic statements about policy and legal transition risks without quantification. The company reported 0 tCO2e for carbon offset projects in 2024, indicating no offsets were used.

Zero Waste & Sustainable Products

Brooks Macdonald implements over ten waste reduction initiatives, including prioritizing minimal packaging

, using chemical-free Aquasmart machines , recycling and donating office furniture , establishing recycling points , minimizing single-use products , reducing paper usage , upcycling furniture , integrating reuse and recycling into office refurbishments , and defaulting printers to double-sided and black and white . The company demonstrates excellent hazardous waste management through the use of chemical-free Aquasmart machines and no reported refrigerant leaks in air conditioning maintenance records . There have been no waste disposal violations reported . Furthermore, Brooks Macdonald applies enhanced sustainability and Corporate Social Responsibility standards to all new and existing suppliers , with benchmarking , to help them achieve Scope 3 emissions targets .