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  • Frenkel Topping adds £13m to M&A war chest

    Frenkel Topping's website
  • WH Ireland hunts for acquisitions as AUM rises

    WH Ireland's website
  • Carey Pensions parent firm profit drops 48% in 2020

    Alan Kentish, CEO of STM
  • Tilney Smith & Williamson sees 6.7% rise in net flows

    Assets under management increased to £51.2bn as at 31 December
  • Tavistock acquires Cambridge IFA as profits rise 50%

    Tavistock's website
  • Profits rise for XPS Pension Group

    XPS said it is in a good position for further M&A
  • WH Ireland makes first profit in 5 years

    WH Ireland said the improved results were driven by a continued improvement in the quality of the wealth management business over the year
  • Transact FUD rises 7.2% as IFAs place £1.99bn

    FUD passed £50bn for the first time.
  • Revenues rise at Progeny as firm hunts for acquisitions

    CEO Neil Moles said 2021 is a “year of growth” for Progeny
  • 15% growth in advised customers for AJ Bell

    Andy Bell, CEO at AJ Bell
  • Brewin Dolphin Financial Planning income grows 28.9%

    Robin Beer, chief executive at Brewin Dolphin
  • SJP first half gross inflows pass £9bn

    SJP chief executive Andrew Croft was cautiously confident about the outlook for the remainder of the year for the wealth manager.
  • SPW sees 133% increase in referrals

    Lloyds Banking Group owns Scottish Widows and has a half share of Schroders Personal Wealth
  • Continnuum reports 56% growth in profit

    Martin Brown, managing partner at Continuum
  • Jupiter AUM hits record high despite rise in outflows

    Andrew Formica, chief executive at Jupiter
  • Aviva platform sees 48% increase in net flows

    Aviva Investors also had a good start to the year with revenue growing 7%
  • Aegon passes £300bn UK AUA milestone

    Operating profit for the firm increased 16% year on year to £38m for the quarter.
  • Profits rise 132% for Tilney as gross inflows hit £3.2bn

    Chris Woodhouse, chief executive at Tilney Smith & Williamson
  • Praemium funds under administration rise 55%

    Funds under administration on the platform stood at £2.7bn
  • Tavistock hits £1.23m profit as performance turns around

    Brian Raven, group chief executive at Tavistock Investements

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