HB Wealth pulls JPMorgan team with $15B in AUM
Intense Life Desires Recruiting and merger and acquisition deals are constantly roiling the wealth management industry. This week,...
AUM
BRI Wealth acquires £40m AUM Gloucester firm
BRI website Coventry-based BRI Wealth Management has completed its acquisition of Gloucestershire-based financial advisory firm,...
AFH adds £750 AUM with acquisition of Herts Planner
Alan Hudson, AFH Founder and CEO Financial Planner and consolidator AFH Wealth Management has acquired...
Titan Wealth to buy £2.2bn AUM international adviser
Titan Wealth International website Titan Wealth has struck a deal to acquire the £2.2bn AUM...
Creative Planning to more than double AUM with SageView deal
The RIA giant Creative Planning is acquiring SageView Advisory Group in a deal set to...
Fairstone acquires £120m AUM East Anglia adviser firm
Fairstone group MD Russell Bignall (centre) with (left) Michael Crisp and (right) Ben Allen of...
Clifton Wealth adds £146m AUM with 2 Planner acquisitions
Clifton Wealth Partnership’s website Bristol-based wealth manager and Financial Planning firm Clifton Wealth Partnership has...
Evelyn’s AUM climbs to record £64.5bn
Paul Geddes, chief executive of Evelyn Partners Assets under management for wealth manager and Financial...
Advised platform AUM climbs 4.36% to £671bn
Platforms sales trends. Source: The Lang Cat Advised platform AUM climbed 4.36% in the second...
UK investments market passes £10trn AUM
The UK investment management industry recorded 10% growth in assets under management to reach a...