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  • Evelyn Partners AUM hits record £63bn

    Wealth manager and Financial Planner Evelyn Partners has reported record AUM of £63bn for 2024 in its latest quarterly trading update published today.

  • St James's Place FUM soars £22bn to £190bn in 2024

    Wealth manager St James’s Place has reported Funds Under Management soared last year to a record £190.2bn - up £22bn (2023: £168.2bn).

  • AJ Bell customer numbers leap despite Budget concerns

    AJ Bell’s platform customer numbers increased by 66,000 over the past year to nearly 542,000, up almost 14%.

  • AFH logo

    AFH expects revenue to top £50m this year - up 49%

  • SJP

    SJP funds under management top £100bn as inflows slow

  • Andy Bell

    AJ Bell assets break through £50bn mark

  • David Nicol

    Brewin Dolphin increases Financial Planning income

  • Andy Bell

    AJ Bell reveals 13% asset boost in new trading update

  • Nucleus' website

    Nucleus inflows rocket as OpenWealth acquisition completes

  • Ian Mattioli MBE, chief executive of Mattioli Woods

    Mattioli Woods client assets reach £10bn

  • Tavistock's website

    Tavistock reports drop in new business due to pandemic

  • Paul Cuff of XPS

    Advisory revenue boosts XPS Pensions Group 

  • Aviva group CEO Amanda Blanc

    Aviva claims top slot for adviser platform 

  • Ian Mattioli

    Mattioli reports revenue up 10% but inflows fall

  • Evelyn Partners logo

    Evelyn Partners quarterly income up 9.8% to £144m

  • Evelyn Partners logo

    Evelyn Partners AUM up £2.2bn in first half

  • Tavistock chief executive Brian Raven

    Tavistock begins to recover after making loss

  • Continuum managing partner Martin Brown

    Continuum assets up 22% to £1.86bn

  • Ian Mattioli

    Mattioli Woods to double trainee advisers

  • SJP CEO Mark FitzPatrick

    SJP hit by £4.6bn slump in net inflows

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