Companies | Wealth Adviser

Octopus passes GBP1bn in VCT AUM

Tue, 19/02/2019 - 09:57

Octopus Investments (Octopus), a provider of venture capital trusts (VCTs) in the UK, has passed the GBP1 billion milestone in VCT assets under management. »

Fairstone announces significant increase in client base

Wed, 13/02/2019 - 10:37

Fairstone, one of the UK’s largest Chartered Financial Planning firms, has seen its client base rise to 51,000 – a 25 per cent increase on the previous year. »

Openwork adds record number of mortgage firms and advisers

Tue, 29/01/2019 - 09:50

UK financial advice network Openwork has experienced its most successful year for a decade in terms of new mortgage firm and adviser recruitment. »

Liontrust reports 15 per cent increase in AUM

Thu, 11/10/2018 - 09:53

Independent fund management group Liontrust Asset Management (Liontrust) has reported a 15 per cent increase in assets under management for the six months ended 30 September 2018 to GBP12.0 billion, up from GBP10.5 billion as at 31 March 2018. »

Direct lending investment manager Goji reaches GBP100m in assets

Wed, 10/10/2018 - 17:30

Goji, an investment manager and platform focussed on Direct Lending, has reached over GBP100 million in assets on its platform, aiding Goji's mission to open-up the Direct Lending sector to advice. »

Fairstone Group sees near 50 per cent boost in turnover

Mon, 08/10/2018 - 19:29

Fairstone, one of the UK’s largest Chartered Financial Planning firms, has seen a near 50 per cent increase in revenue in its latest results, thanks to a combination of organic growth and the success of its Downstream Buy Out programme. »

Abacus Group reports 20 per cent revenue growth

Thu, 20/09/2018 - 15:45

Abacus Group, a provider of hosted IT solutions and application hosting for alternative investment firms, has reported revenue growth of 20 per cent year-on-year so far in 2018. »

Equilibrium Asset Management delivers record-breaking GBP8.9m turnover

Thu, 13/09/2018 - 08:06

Equilibrium Asset Management has grown its turnover for the eighth year running – with the figure now standing at a record GBP8.9 million, representing year-on-year turnover growth of over 20 per cent per annum. »

Openwork reports record profits

Tue, 04/09/2018 - 09:14

UK-based financial services network Openwork has reported record profits and a sixth consecutive year of profit growth. Profit before tax for the year ending 31 December 2017 was GBP19.1 million, with the company also seeing solid improvement on other key performance measures. »

Franklin Resources announces Q3 results

Mon, 30/07/2018 - 09:31

Franklin Resources has announced net income of USD402.0 million or USD0.75 per diluted share for the quarter ended 30 June 2018, compared to USD443.2 million or USD0.78 per diluted share for the previous quarter and USD410.6 million or USD0.73 per diluted share for the quarter ended 30 June 2017. »