AJ Bell 和 St. James Place在客户大量流入和留存的驱动下,在资产增长方面遭遇重大里程碑。
AJ Bell and St. James’s Place hit major milestones in asset growth, driven by strong customer inflows and retention.
AJ Bell的平台资产超过100bn英镑,达到103.3bn英镑,净流入额为7.1bn英镑,在直接对消费者渠道的驱动下,有102 000个新客户。
AJ Bell surpassed £100bn in platform assets, reaching £103.3bn with £7.1bn in net inflows and 102,000 new customers, driven by its direct-to-consumer channel.
圣詹姆斯广场(St. James Place)在管理下的资金中点击200bn英镑,流入总额增加30%,客户留存率达到95.2%。
St. James’s Place hit £200bn in funds under management, fueled by 30% higher gross inflows and a 95.2% client retention rate.
尽管经济不稳定,但两家公司都报告强劲增长,而该部门的监管和数据挑战依然存在。
Both firms report strong growth despite economic uncertainty, while regulatory and data challenges persist in the sector.