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Asset managers and wealth managers are the companies managing investments for others … but is it worth investing in them?

I’m Paul Bryant, and I’m an equity research analyst specialising in the asset and wealth management sectors. So, I probably spend a lot more more time than most investors researching and analysing these companies.

In this newsletter, I aim to provide that extra little bit of insight to the research conducted by shareholders or potential shareholders of asset and wealth managers. If you read a post and think “that was something I didn’t know”, or “that’s a different way of thinking about it”, then I’ve achieved my goal. But this is not investment advice!

The newsletter might also be of interest to executives and directors of asset and wealth managers - giving them a perspective of how investors are thinking about their companies, peers, and competitors.

Posts will include commentary on the most important issues for shareholders:

  • individual company financial results;

  • quarterly comparisons of assets-under-management movements to tease out who’s winning and who’s losing;

  • macro-trends of where capital is moving from and to, and which asset managers benefit or lose from these trends;

  • strategic sector analysis; and

  • thoughts on opportunities and threats.

It is not an industry-gossip newsletter!

This may be a boring-looking financial services sector at first glance, but take a deeper look and you’ll find it’s one of the most interesting sectors on stock markets, with some highly profitable and cash-rich companies (with a fair share of dogs too).

Some of the topics covered will include:

  • Why has this sector got such an impressive and consistent track record of growth? And can it continue?

  • Is ESG investing really the big deal it’s made out to be, or is it starting to come off the rails?

  • Are passive investment funds really eating the world? Or do active fund managers still have a bright future?

  • Who are the winners and losers, and why?

  • Does ongoing industry consolidation really make sense for shareholders, or is management hubris the bigger driver?

  • And lots more …

Subscribe to get full access to the free newsletter and website. Never miss an update.

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Lastly, I’m always open to suggestions and feedback - what you liked, what you didn’t like, what you’d like to see in future posts. Don’t be shy in dropping me a line at InvestingInTheInvestors at outlook dot com.


TheInvestors.blog (previously Investing in the Investors) is written by Paul Bryant on behalf of Canbry Consulting Limited. UK company number 06693573.


Copyright © Canbry Consulting Limited. All rights reserved. This publication may not be reproduced or redistributed, in whole or in part, without the written permission of Canbry Consulting and Canbry Consulting accepts no liability whatsoever for the actions of third parties in this respect. This publication is not a substitute for tailored professional advice. This publication is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accountants, tax, legal or financial advisers. Canbry Consulting has made every effort to use reliable, up-to date and comprehensive information and analysis, but all information is provided without warranty of any kind, express or implied. Canbry Consulting disclaims any responsibility to update the information or conclusions in this publication. Canbry Consulting accepts no liability for any loss arising from any action taken or refrained from as a result of information contained in this publication or any publications or sources of information referred to herein, or for any consequential, special or similar damages even if advised of the possibility of such damages. This publication may not be sold without the written consent of Canbry Consulting.

The Canbry Consulting employees that contributed to this publication are neither FCA nor FINRA registered. Canbry Consulting is not authorised or regulated by the Financial Conduct Authority or the Prudential Regulatory Authority. As a consultancy firm it may have business relationships with companies mentioned in this publication and as such may receive fees for executing this business. Canbry Consulting employees may own shares with the companies mentioned in this publication.

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Nuggets of analysis for shareholders of Asset & Wealth Management companies


EQUITY RESEARCH ANALYST: asset & wealth management. WRITER: financial markets & investing. AUTHOR: Sustainable Investing for Everyone – A Private Investor's Guide.