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AJ Bell (AJB) investor relations material
AJ Bell Q3 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Achieved record-breaking quarterly net inflows of £2.5 billion and over 25,000 new customers, driven by strong brand investment and dual-channel platform strategy.
Customer numbers reached 620,000, up 17% year-over-year and 5% sequentially; AUA closed at £96.1 billion, up 15% year-over-year and 6% in the quarter.
AJ Bell Investments' AUM surpassed £8 billion, with net inflows of £0.4 billion in the quarter.
Launched AJ Bell Touch, a simplified advised platform, to broaden adviser market reach.
Financial highlights
Underlying gross inflows for the quarter were £4.0 billion, up from £3.7 billion year-over-year; net inflows were £2.1 billion, up from £1.7 billion.
D2C platform benefited from migration of 2,000 customers and £0.4 billion AUA from non-platform book.
Favourable market movements contributed 4% of opening AUA in the quarter.
Trustpilot rating increased to 4.9 stars, reflecting strong customer service.
Outlook and guidance
Entering the final quarter with strong momentum, underpinned by dual-channel strategy and continued investment.
Confident in full-year performance and well-positioned to capture further share in the growing UK platform market.
Regulatory progress on Targeted Support and ISA simplification expected to benefit retail investing.
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