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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
1
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Tough H1 for Impax, but shares look detached from fundamentals
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May 2025
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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April 2025
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
2
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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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February 2025
Sprinters, joggers, walkers, stumblers
In UK wealth management, disparity makes for a stock-pickers' paradise
Feb 17
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Paul Bryant
3
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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
3
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PensionBee's pickle. The tyranny of guidance?
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January 2025
A wild Q4 = a fascinating 2025
Headwinds, tailwinds, crosswinds part 2: an update on UK-listed asset managers
Jan 27
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Paul Bryant
1
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A wild Q4 = a fascinating 2025
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Polar Capital looking strong as active managers struggle
AUM up 5% in the last quarter of 2024, performance fees jump
Jan 14
•
Paul Bryant
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Polar Capital looking strong as active managers struggle
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December 2024
Headwinds, tailwinds, crosswinds: 2024 in review
2024 was a mixed bag of ups and downs for UK-listed asset managers. Could it be the tail-end of a bleak period which has seen the median share price…
Dec 19, 2024
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Paul Bryant
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Headwinds, tailwinds, crosswinds: 2024 in review
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Strong growth. A rarity in today's asset management sector.
In H1 of FY25, Mercia Asset Management's revenue grew 19% year-on-year with EBITDA up 34%. It is one of very few London-listed peers with positive net…
Dec 5, 2024
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Paul Bryant
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Strong growth. A rarity in today's asset management sector.
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Impax: solid FY24 results, triggers to reignite growth becoming visible
After a tough two years for sustainable funds, active funds, and for Impax, there are pending triggers for a return to net inflows.
Dec 4, 2024
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Paul Bryant
1
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Impax: solid FY24 results, triggers to reignite growth becoming visible
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