Tavistock reports drop in new business due to pandemic
- Tuesday, 09 February 2021
- Articles
Financial adviser network and wealth manager Tavistock has reported a reduction in new advisory business levels, influenced by its advisers’ ability to meet with clients during the Coronavirus pandemic.
Read more...Mattioli Woods client assets reach £10bn
- Thursday, 07 January 2021
- Articles
Wealth manager, pensions and employee benefits firm Mattioli Woods’s total client assets have hit a milestone £10bn, according to its most recent trading update.
Read more...Nucleus inflows rocket as OpenWealth acquisition completes
- Friday, 11 December 2020
- Articles
Net inflows at Nucleus rocketed to £166m in its third quarter, a rise of 102% from the corresponding quarter the previous year, as the investment platform confirmed that is has completed its acquisition of part of OpenWealth’s UK business.
Read more...AJ Bell reveals 13% asset boost in new trading update
- Thursday, 24 October 2019
- Articles
Investment platform AJ Bell has revealed a boost in assets and customers in a trading update in respect of its financial year ended 30 September.
Read more...