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.
Results & performance
GBST, a provider of wealth administration software, has seen UK assets on its Composer platform grow by 25 per cent to approximately GBP135 billion and active accounts increase by 28 per cent to reach just under three million in the year to the end of December 2019.
European crowdfunding platform Crowdcube, has achieved its eighth record-breaking quarter in a row, as revenue for 2019 surpasses the GBP8 million watershed for the first time.
The latest Fund Flow Index from Calastone shows that fund flows into active equity funds dropped 93 per cent over the month, as nine-tenths of January’s overall net equity inflow went into index funds.
Moonfare, a fintech platform providing qualified individuals with access to top-tier private market investments, has exceeded EUR250 million assets under management (AuM).
Alternative UCITS funds had a very steady and solid 2019 overall, with the LuxHedge Global Alternative UCITS Index posted a gain of +4.2 per cent over the past year and more than 80 per cent of funds ending the year in positive territory.
Equilibrium Asset Management has hit GBP1 billion in assets under management, as it remains firmly on track to reach its target of GBP4 billion AUM by 2028.
EQ Investors (EQ), a B Corp wealth manager, has passed GBP1 billion in assets under management (AuM).
Wealth management platform Dolfin’s model portfolio saw strong performance across the board in 2019 with seven out of nine portfolios outperforming their reference indices, notably the USD and EUR Balanced portfolios which achieved a return gross of fees of 15.0 and 13.8 per cent respectively.
Alternative investment company, Whiskey & Wealth Club is targeting a 140 per cent revenue increase to EUR24 million in 2020, with headcount is set to rise by 48 per cent in only its third year of operating.