Subscribe
Sign in
Home
Company Profiles
AUM updates
Results Commentary
Share Price Commentary
Valuations
Disclaimer
About
Latest
Top
Discussions
The machines had a good Q3
A look at UK-listed Asset Managers’ Q3 in charts. Now all eyes turn to a string of results due in November & December.
Oct 30
•
Paul Bryant
4
1
Premier Miton: a turnaround already priced in
Management have acted. Time will tell how successful their turnaround actions will be. Markets have already priced in a lot.
Oct 28
•
Paul Bryant
2
1
September 2026
Premier Miton: troubled, can it turn?
It’s been a torrid few years. Management have acted. Costs have been slashed and new investment heads appointed. They simply have to deliver strong…
Sep 28
•
Paul Bryant
4
1
1
Sometimes a chart punches you in the face
Morningstar’s quarterly flows of US Sustainable Funds is the guilty party. After 14 quarters of heavy outflows, flows turned positive. There’s an…
Sep 16
•
Paul Bryant
4
1
Big price moves, bigger valuation questions
Share prices of some London-listed asset managers have rocketed. Others have tanked. It’s a good time to take stock of valuations.
Sep 2
•
Paul Bryant
6
1
1
July 2026
Devil in the detail of Asset Managers' latest AUM updates
Strong markets have buoyed most top-line AUM numbers. But there is huge disparity between high flyers and laggards.
Jul 24
•
Paul Bryant
4
1
A step-change in scale for Polar Capital...
...in just 3 months. AUM grows from £31bn to £45bn in Q2 of 2026. No acquisition. Just investment performance and net flows. Polar is flying into FY27.
Jul 2
•
Paul Bryant
1
May 2026
D2C platforms fly high in Q1
AJ Bell D2C & interactive investor (owned by Aberdeen) drive upgrades and share price jumps - in an otherwise 'slow news' quarter in wealth management
May 29
•
Paul Bryant
1
Impax's AUM fall hits H1 results...
...but investment returns have been strong YTD. And it has deep expertise in energy efficiency, energy security, renewable energy & critical…
May 20
•
Paul Bryant
2
2
April 2026
If you grasp Asset Managers' Q1...
...then congratulations, because what a mixed bag of a quarter it was! Share price moves ranged from +45% to -30% and fundamentals were all over the…
Apr 24
•
Paul Bryant
2
2
Tatton AUM beats forecast again
Underlying net flows were strong all year but even stronger in H2. Growth prospects look good and Tatton looks well on track to hit its £30bn AUM/I…
Apr 15
•
Paul Bryant
1
1:02
Bumper quarter for Polar Capital
Huge net inflows in the Jan-Mar 26 quarter stands in stark contrast to equity funds more generally, and active equity funds especially, which suffered…
Apr 13
•
Paul Bryant
6
1
0:54
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts