Its wealth platform, Elevate, grew assets 30% versus last year to 7.9bn, while total assets in its Architas business have risen 7% to hit £13bn, the company said.
The company also reported retail sales were up 20% to £827m over the year to the end of March.
Commenting on the Q1 results chief executive Mike Kellard hailed the adaptive abilities of his newly streamlined company.
“The removal of the legacy business back in 2010 means we are a more nimble and agile business, able to respond to industry changes such as announcements in the recent Budget, so that investors can make the most of the flexibility and freedom it affords them,” he said.