AUM

Planners report rise in average client portfolio size

Financial Planning firms are reporting year on year growth in average client portfolio size and their firm's AUM, according to Financial Planning Today's annual survey of the profession.
Evelyn Partners AUM hits record £63bn

Wealth manager and Financial Planner Evelyn Partners has reported record AUM of £63bn for 2024 in its latest quarterly trading update published today.
Results reveal 6% assets slump at Hargreaves Lansdown
Wealth platform surpasses £2bn assets under management
Platform AUM slumps by over £52bn in H1
Quilter reports drop in AUM and net inflows
Royal London AUM falls 10%
Tatton posts 22% rise in AUM
Quilter AUM falls 5% year-on-year
Positive market helps Jupiter AUM climb £600m
Evelyn Partners AUM up £1.4bn in Q1
AJ Bell revenue up 37% to £103.6m for half year
Evelyn Partners AUM up £2.2bn in first half
Q3 net inflows fall by over £100m at Quilter
Evelyn Partners' AuMA up 6.9% to £55.6bn in Q3
Quilter profits improve as AUM tops £100bn
Evelyn AUM climbs 13.3% to record £62.2bn

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