UK ASSET & WEALTH MANAGEMENT | Paul Bryant, Equity Analyst

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Impax's AUM fall hits H1 results...
...but investment returns have been strong YTD. And it has deep expertise in energy efficiency, energy security, renewable energy & critical…
 • Paul Bryant
If you grasp Asset Managers' Q1...
...then congratulations, because what a mixed bag of a quarter it was! Share price moves ranged from +45% to -30% and fundamentals were all over the…
 • Paul Bryant
Tatton AUM beats forecast again
Underlying net flows were strong all year but even stronger in H2. Growth prospects look good and Tatton looks well on track to hit its £30bn AUM/I…
 • Paul Bryant
1:02
Bumper quarter for Polar Capital
Huge net inflows in the Jan-Mar 26 quarter stands in stark contrast to equity funds more generally, and active equity funds especially, which suffered…
 • Paul Bryant
0:54
Pollen Street results watch. A winner hit by narrative contagion?
Shares down 25% on a cocktail of private credit & AI disruption worries. That smells like narrative contagion. Iran has muddied the picture further. 26…
 • Paul Bryant
Has Evelyn deal flagged hidden value in London-listed wealth management?
NatWest's punchy Evelyn multiple (for pedestrian performance compared to some listed peers) suggests a hungry acquirer might pay a meaningful premium…
 • Paul Bryant
UK ASSET & WEALTH MANAGEMENT | Paul Bryant, Equity Analyst
Deep company & sector analysis, written for shareholders, boards, & executives of London-listed Asset & Wealth Managers.
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