Brown Advisory, an independent and privately held global investment management firm which oversees more than USD78 billion in client assets, has marked five years since the launch of its Global Leaders Strategy on 1 May 2015.

Quilter has reported Assets under Management and Administration (“AuMA”) of GBP95.3 billion at the end of March 2020, with net inflows of GBP0.5 billion, stable on prior year (Q1 2019: GBP0.5 billion) offset by significant negative market movements towards the end of the quarter. 

AMG, an asset manager that invests in boutique asset managers, has released a study that looks at 20 years of performance data of independent boutique asset managers globally, looking especially at their performance during periods of volatility.  

Brown Advisory's US Sustainable Growth UCITS Fund has outperformed the Russell 1000 Growth Index by 3.9 per cent annualised since inception three years ago. The Fund also outperformed its benchmark in Q1 2020 by 3.8 per cent.

Private Advisor Group (PAG) has announced its second highest quarter of new AUM (assets under management) in company history. 

In March alone investors put GBP1.1 million into cask whiskey through wholesale company, Whiskey & Wealth Club, with just over 62 pallets sold in the company’s second most successful month to date. 

A new research paper from factor-based portfolio management tool provider, StyleAnalytics, finds that active managers outperform broad markets during market downturns.

A growing North East financial technology (fintech) company has hit a series of milestones as it celebrates its fifth anniversary, including surpassing GBP35 million in investmemts.

Lombard International Group, a leader in wealth and succession planning solutions for high net worth (HNW) individuals, families and institutions, has reported record financial results for 2019.

Crystal Capital Partners has experienced 93 per cent growth in new advisory relationships since January 2019. Crystal's growing community of advisors consists of independent firms across the United States and Europe, who advise over USD100 billion in assets collectively.