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  • Outflows continue for Aberdeen's Adviser business

    Net outflows held steady for Aberdeen’s Adviser business in the third quarter at £0.7bn, due to continued elevated redemption activity.

  • Quilter platform inflows rise 25%

    Net inflows to the Quilter platform in the third quarter rose 25% year-on-year to £2.6bn, representing 9% of assets under management.

  • Outflows slow to £428m in Q3 at Premier Miton

    Investment manager Premier Miton has reported £428m of net outflows for the quarter ending 30 September, a sharp reduction from the previous quarter.

  • Growth stalls at new Brooks Financial Planning arm

    Assets under advice at Brooks Financial, the new financial planning proposition of wealth manager Brooks Macdonald, held steady at £5.7bn through the first quarter of the financial planner’s financial year. 

  • Brooks Macdonald Financial Planning arm grows 10%

    The Financial Planning proposition of wealth manager Brooks Macdonald, Brooks Financial, grew 10% year on year in the 12 months to 30 June.

  • H1 profits rise 12% for Quilter as assets recover

    Adjusted profit before tax rose 12% to £112m for Quilter in the first half of the year as assets recovered from the hit taken due to market movements at the start of the year.

  • Profits double for Schroders as assets hit new record

    Statutory profit before tax rose 102% (year-on-year) for asset manager Schroders to £396.8m in the first half of 2026, driven by financial performance, portfolio simplification and a decrease in costs.

  • Lloyds Wealth to launch AI simplified advice service

    Lloyds Bank is to create a new AI-enabled simplified advice service under its Lloyds Wealth brand.

  • Fintel profits increase 11% in H1

    Fintech and adviser support services firm Fintel, owner of SimplyBiz and Defaqto, said profits grew 11% in the first half of this year to £11.8m.

  • Aberdeen Adviser H1 net outflows rise 44%

    Net outflows rose 44% year-on-year to £1.3bn for Aberdeen’s Adviser business in the first half of 2026, due to elevated redemption activity.

  • Profits up 67% at Jupiter as cost cutting reaps rewards

    Underlying profit before tax rose 67% year-on-year to £50.7m for fund manager Jupiter in the first half of 2026.

  • AJ Bell advised customers up 6% to 191,000

    Total advised customers have risen 6% year-on-year at investment platform AJ Bell to reach 191,000 by the end of June.

  • Brooks Macdonald axes fees on cash

    Financial Planner and wealth manager Brooks Macdonald will no longer charge fees on cash in its discretionary funds.

  • Frenkel cyber incident impacts new client numbers

    A cyber security incident in 2025 has directly impacted new client numbers for specialist financial adviser Frenkel Topping, its most recent financial results reveal.

  • Aviva reports 49% rise in wealth net flows in Q1

    Net flows rose 49% to £3.3bn (Q125: £2.3bn) for Aviva’s wealth business in the first quarter of the year, representing 6% of opening assets.

  • Net flows fall 10% for SJP in Q1

    Net inflows for St James’s Place (SJP) fell 10% to £1.53bn in the first quarter (Q1 2025: £1.69bn).

  • Advised customers rise 7% for AJ Bell

    The number of advised customers rose 7% year-on-year for platform AJ Bell to 189,000 in the first quarter of the year.

  • Quilter inflows hit record £3bn in Q1 but assets take hit

    Core net inflows passed £3bn for the first time (£3.1bn) for wealth manager Quilter in the first quarter, a rise of 35% year-on-year, but were largely offset by market movements due to geopolitical events.

  • InvestAcc seeking acquisitions as scheme numbers rise 47%

    SIPP and SSAS provider and administrator InvestAcc is looking for further acquisitions following its takeover of AJ Bell’s Platinum business in 2025.

  • L&G begins £1.2bn share buyback following restructure

    Asset manager and retirement provider Legal & General is to begin a £1.2bn share buyback this week, the largest in its history, following a restructure across the business in 2025.

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