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  • Net flows hold steady for Evelyn Partners as assets dip in Q1

    Net inflows held steady at £345m for wealth manager and Financial Planner Evelyn Partners in the first quarter of the year despite a dip in assets under management.

  • Aberdeen Adviser sees £0.6bn Q1 net outflows

    The advice arm of asset manager Aberdeen reported £0.6bn in outflows for the quarter ended 31 March 2025.

  • Jupiter assets fall by £1bn as outflows continue

    Jupiter Fund Management saw assets under management fall by £1bn to £44.3bn in the first quarter as high retail outflows continued to bite.

  • Advised customer numbers up 7% for AJ Bell

    Total advised customers for investment and SIPP platform AJ Bell rose 7% year-on-year to 177,000 in the first quarter.

  • Assets dip for SJP despite strong inflows

    Assets under management at wealth manager St James’s Place dipped by £2bn to £188.6bn in the first quarter of 2025, despite a 29% rise in gross inflows for the quarter.

  • Quilter Q1 core net inflows rise 181%

    Wealth manager and Financial Planner Quilter has reported record core net inflows of £2.28bn in the first quarter of 2025.

  • Profits rise for Evelyn despite 68% drop in net inflows

    Financial Planning and wealth management firm Evelyn Partners reported a 12% rise in profits for 2024 despite a 68% drop in net inflows (year-on-year).

  • Profits rise five-fold for Schroders' wealth businesses

    Asset management giant Schroders saw a five-fold increase in profits from its wealth management joint ventures in 2024, according to its latest financial results.

  • Aegon adviser platform outflows continue

    Aegon’s UK adviser platform continued to see net outflows in the second half of 2024, according to its latest financial results.

  • Quilter sees 91% increase in IFA platform inflows

    Gross inflows into Quilter’s platform from IFAs rose 91% year-on-year during the fourth quarter of 2024.

  • Net outflows continue for Premier Miton

    Assets under management held steady for investment manager Premier Miton at £10.7bn in the fourth quarter of 2024, despite £33m in net outflows.

  • Advised platform customers rise 8% for AJ Bell

    Advised platform customers rose 8% for AJ Bell to pass 171,000 for the year ended 30 September (30 September 2023: 159,000).

  • Outflows fall 72% at Premier Miton

    Net outflows fell to £318m for asset manager Premier Miton for the year ended 30 September 2024.

  • Assets rise 35% for Tatton as IFA numbers increase

    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.

  • Evelyn Partners closes legacy execution-only arm

    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.

  • SJP hits assets record despite drop in net flows

    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.

  • Budget hesitancy affects Brooks Macdonald figures

    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.

  • Quilter sees 63% rise in net inflows for Q3

    Financial Planner and wealth manager Quilter has reported core net inflows of £1,507m for the quarter ended 30 September.

  • Jupiter net outflows top £5bn

    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.

  • Income holds steady for Close Brothers

    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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