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UK Wealth Managers' 2025 in charts
A relatively solid year for fundamentals, but some huge and divergent share price moves, coupled with AI fears, makes for tricky valuation assessments
 • Paul Bryant
2025: the great Asset Management bifurcation? (part 2 of 3)
Some are priced to win, some to lose, then there's a peloton with similar-looking valuations. What is Mr Market actually pricing in?
 • Paul Bryant
2025: the great Asset Management bifurcation? (part 1 of 3)
UK-listed asset managers had wildly differing fortunes in 2025. Was it the year that revealed winners and losers? Or has it left some richly valued, and…
 • Paul Bryant
In conversation with Mercia CEO, Mark Payton
Under the bonnet of Mercia Asset Management’s business model, growth opportunities, strategy, and the disconnect between fundamental value and share…
 • Paul Bryant
PensionBee purring in the UK...
...but the share price seems stuck. It looks like all eyes are on its US buildout
 • Paul Bryant
Mercia: A fund management business and a cash pile for free?
If the NAV of its investments is correct, then yes. In H1-26, EBITDA & margin were up again, growth outlook is solid, and the huge discrepancy between…
 • Paul Bryant
1:02
Tatton delivers again
Profit +20%, dividend +26%, strong outlook
 • Paul Bryant
1:07
TheInvestors.blog
TheInvestors.blog
Nuggets of analysis for shareholders of Asset & Wealth Management companies
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