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Who’s who in London-listed asset & wealth management
An overview of runners and riders covered by TheInvestors.blog and what to expect from this newsletter
Aug 30, 2024
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Paul Bryant
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Who’s who in London-listed asset & wealth management
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Strong growth at Tatton: profit +24%, dividend +19%
Another exceptionally strong year. Financial advisers continue to outsource investment management to this market leader. Their confidence in Tatton…
Jun 10
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Paul Bryant
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Strong growth at Tatton: profit +24%, dividend +19%
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Tough H1 for Impax, but shares look detached from fundamentals
Impax is hardly the disaster implied by its share price, which is down 31% over six months and 68% over 12 - a forward PE of just 8.5 for a business…
Jun 9
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Paul Bryant
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Tough H1 for Impax, but shares look detached from fundamentals
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Wealth managers' Q1 flows hold up
Amidst tariff worries and US market falls, UK investors just kept on feeding those ISAs and SIPPs. But try telling that to shareholders!
May 8
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Paul Bryant
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Wealth managers' Q1 flows hold up
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Polar flows hold up amidst heavy sector outflows
AUM hit by market falls, but Polar's net flows look strong in what is looking like an awful quarter for active asset managers
Apr 15
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Paul Bryant
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Polar flows hold up amidst heavy sector outflows
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Tatton keeps on sprinting
Record inflows (again), so impressive given markets
Apr 15
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Paul Bryant
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Tatton keeps on sprinting
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Sprinters, joggers, walkers, stumblers
In UK wealth management, disparity makes for a stock-pickers' paradise
Feb 17
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Paul Bryant
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Sprinters, joggers, walkers, stumblers
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PensionBee's pickle. The tyranny of guidance?
PensionBee & investors are grappling with a more complex growth v profitability story. They shouldn't be. This is a potential star of the London Stock…
Feb 5
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Paul Bryant
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PensionBee's pickle. The tyranny of guidance?
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