Companies | Wealth Adviser

GPP Wealth Solutions surpasses GBP2bn milestone

Tue, 09/07/2019 - 11:06

Assets on wealth solutions, custody and clearing provider GPP’s wealth platform have passed GBP2 billion in value. »

BrickVest Select becomes largest real estate club deal listing platform

Thu, 27/06/2019 - 10:37

BrickVest, an online platform for commercial real estate investment, says that its B2B platform BrickVest Select has become the largest real estate club deal listing platform globally in just six months. »

Crystal Capital Partners reports 46 per cent growth in advisory relationships

Thu, 20/06/2019 - 10:15

Crystal Capital Partners, the operator of an alternative investments platforms for financial advisors and their qualified purchaser (QP) investors, has reported 46 per cent growth in its advisory partnerships since January 2018. »

CAIS reports record YTD growth

Wed, 08/05/2019 - 10:58

CAIS, a financial technology platform connecting financial advisors with alternative investments, has reported an increase in adviser adoption rates and total transactions of over 100 per cent year to date, with fund volume increasing by over 200 per cent. »

Frenkel Topping Group reports strong growth in investment portfolio

Tue, 16/04/2019 - 11:05

Frenkel Topping Group has reported strong growth in its socially responsible investment portfolio, testament to the millennial appetite for socially responsible investing (SRI) and bucking the current global trend towards economic downturn. »

Shearwater Aero Capital sees strong growth in 2018

Tue, 09/04/2019 - 13:40

Shearwater Aero Capital, a global corporate aviation finance specialist, enjoyed strong growth in 2018, with the year representing around 60 per cent of its business to date since its launch in 2014. »

JTC reports positive growth in annual results

Fri, 05/04/2019 - 10:32

JTC has reported positive growth in 2018 and a particularly strong improvement in its profit margin in its first set of full year results as a public company. »

Avaloq announces strong 2018 results

Tue, 26/03/2019 - 09:59

Avaloq, a fintech company and provider of software as a service (SaaS) and business process as a service (BPaaS) solutions to banks and wealth managers, has reported strong results for 2018 driven by continued demand for the firm’s SaaS, BPaaS and on-premise solutions. »

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. »