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A not-so-quiet summer in UK wealth management
M&A, de-listings, strategy changes, international expansion, new CEOs, big share price falls and jumps, you name it. Catch up here.
Sep 19
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Paul Bryant
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A not-so-quiet summer in UK wealth management
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August 2024
Who’s who in London-listed asset & wealth management
An overview of runners and riders covered by TheInvestors.blog and what to expect from this newsletter
Aug 30
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Paul Bryant
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Who’s who in London-listed asset & wealth management
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Tech versus the rest in Q2-24
Among London-listed asset managers, only Polar Capital managed strong investment returns AND strong net flows. But will the July 'great rotation' out of…
Aug 1
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Paul Bryant
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Tech versus the rest in Q2-24
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July 2024
Will the real PE ratio please stand up? (part 2 of 2)
That's me! I'm the 'U-PER'. Asset managers' on-balance-sheet investments, cash piles, and acquisition accounting mean not all PE ratios are created…
Jul 25
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Paul Bryant
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Will the real PE ratio please stand up? (part 2 of 2)
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Lies, damned lies, and PE ratios (part 1 of 2)
When valuing asset managers, the (usually) useful PER can sometimes be misleading. There is a fix.
Jul 18
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Paul Bryant
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Lies, damned lies, and PE ratios (part 1 of 2)
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Mercia: undervalued specialist in private markets
Mercia Asset Management is scaling up fast and generating significant cash. It's valuation looks strange, if not patently incorrect.
Jul 2
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Paul Bryant
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Mercia: undervalued specialist in private markets
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June 2024
Tatton maintains (massive) momentum
3Y targets... exceeded. FY24 results... impressive. FY25... what a start!
Jun 18
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Paul Bryant
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Tatton maintains (massive) momentum
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May 2024
Asset Managers' AUM continues recovery in Q1
Good investment returns offset weak flows (again). But the picture is nuanced, with a huge divergence in fortunes. Have fundamentals, and…
May 3
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Paul Bryant
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Asset Managers' AUM continues recovery in Q1
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April 2024
Tatton AUM +30% on record flows
It has clearly designed and implemented a superior offering compared to peers
Apr 16
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Paul Bryant
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Tatton AUM +30% on record flows
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Polar Capital: AUM jumps 12% in a quarter
Stellar investment returns by larger funds and a welcome return to positive net flows brighten outlook
Apr 11
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Paul Bryant
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Polar Capital: AUM jumps 12% in a quarter
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Impax: sustainable investing returns outweigh negative flows
AUM +6% in H1-24 on strong returns. Flows disappoint but early signs of investors opening their chequebooks again.
Apr 9
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Paul Bryant
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Impax: sustainable investing returns outweigh negative flows
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March 2024
Eye-catching insider holdings, buys & sells
The state of play of insiders' shareholdings at UK-listed asset managers, including one set of insiders who are buying like there's no tomorrow!
Mar 17
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Paul Bryant
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Eye-catching insider holdings, buys & sells
www.theinvestors.blog
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