UK ASSET & WEALTH MANAGEMENT | Paul Bryant, Equity Analyst

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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
Jupiter jumps again (and there might be more to come)
Jupiter has turned from laggard to leader. The share price has had a huge recovery. Its fundamental valuation suggests there might be even more upside.
 • Paul Bryant
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
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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