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  • 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.

  • SLA continues search for Parmenion buyer

    Parmenion's website
  • Combined M&G Wealth business reaches £28bn in assets

    John Foley, chief executive of M&G
  • Nucleus AUA up 7.9% but profits halve

    David Ferguson, founder and CEO of Nucleus
  • Revenues dip at Fintel as it seeks acquisitions

    Fintel's website
  • Charles Stanley Planning revenues up despite overall dip

    Charles Stanley's website
  • Advisers place £2bn with Transact in Q1

    Closing funds under direction at Transact were £46.92bn
  • Jupiter posts £776m outflows for Q1

    This is the third consecutive quarter of outflows for the fund manager.
  • Quilter Financial Planning net flows up 43%

    Paul Feeney, CEO of Quilter
  • AJ Bell advised customers rise 14%

    Andy Bell, CEO at AJ Bell
  • Continuum adds 8 new advisers as business grows

    Martin Brown, managing partner at Continuum
  • Fintel chairman Davy steps down

    Ken Davy will continue involvement with the firm and will now take on the role of deputy chairman
  • SPW referrals up but little news on inflows

    SPW's website
  • Coutts integrates Adam & Co Planners

    Coutts website
  • SJP net inflows rise 22% in Q1

    Andrew Croft, chief executive at SJP, hailed the “record quarter”

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