Assets under management rose 35% year-on-year to £19.95bn for investment manager and IFA support firm Tatton Asset Management for the six-month period ended 30 September.
Financial Planning and professional services firm Evelyn Partners saw assets under management and advice (AUM/A) rise 13% year-on-year to £62.7bn at 30 September.
Wealth manager St James’s Place saw assets under management rise to a record £184.4bn at 30 September (Q3 2023: £158.6bn), despite a drop in net inflows for the quarter.
Net outflows have slowed for Financial Planner and wealth manager Brooks Macdonald with the firm reporting net outflows of £0.1bn for its first quarter ended 30 September.
Financial Planner and wealth manager Quilter has reported core net inflows of £1,507m for the quarter ended 30 September.
Jupiter Fund Management saw £1.6bn in net outflows for the quarter ended 30 September, taking total net outflows for the year to date past the £5bn mark.
Operating income rose 1% to £944.2m for merchant bank and investment provider Close Brothers for the year ending 31 July.
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