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Companies

St. James's Place FUM surpasses £200bn for first time

Companies

St. James's Place FUM surpasses £200bn for first time

Gross inflows at £5.7bn

clock 23 October 2025 • 2 min read
Quilter sees 61% jump in IFA inflows during third £2bn quarter

Companies

Quilter sees 61% jump in IFA inflows during third £2bn quarter

Third successive quarter of net inflows in excess of £2bn

clock 22 October 2025 • 2 min read
Aberdeen adviser outflows halve as service improvements start to pay off

Companies

Aberdeen adviser outflows halve as service improvements start to pay off

‘Progress in delivering better service and the previously announced repricing’

clock 22 October 2025 • 2 min read
Scottish advice firm declared failed by FSCS over SIPP advice

Companies

Scottish advice firm declared failed by FSCS over SIPP advice

PTC Financial Advice is no longer trading

clock 21 October 2025 • 1 min read
True Potential refinances £225m as total debt sits at £1.1bn

Companies

True Potential refinances £225m as total debt sits at £1.1bn

Firm says most of its debt matures after 2030

clock 20 October 2025 • 2 min read
Rumoured Evelyn/RBC deal would turbocharge market share but large mergers 'notoriously complex'

Companies

Rumoured Evelyn/RBC deal would turbocharge market share but large mergers 'notoriously complex'

Sale ‘no surprise’ after Evelyn’s fund and professional services business offload

clock 20 October 2025 • 6 min read
FSCS declares Sheffield IFA failed

Companies

FSCS declares Sheffield IFA failed

Two claims received so far against Peter Kettell

clock 20 October 2025 • 2 min read
MKC Wealth acquires four IFA firms

Companies

MKC Wealth acquires four IFA firms

Retiring advisers hand over their businesses

clock 15 October 2025 • 2 min read
Fairstone revenue rises 21% as firm targets £40bn in assets by 2030

Companies

Fairstone revenue rises 21% as firm targets £40bn in assets by 2030

Group reaches 100th DBO deal and expands digital advice service Mineral

clock 14 October 2025 • 1 min read
Tatton records 5% uptick in IFA numbers reaching 1,170

Companies

Tatton records 5% uptick in IFA numbers reaching 1,170

Perspective contract ends January 2026 but asset manager confident in AUM target

clock 14 October 2025 • 1 min read
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