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AUM updates

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…
 • Paul Bryant
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.
 • Paul Bryant
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.
 • Paul Bryant
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
 • Paul Bryant
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…
 • Paul Bryant
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…
 • Paul Bryant
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…
 • Paul Bryant
0:54
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 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
Markets mask leader-laggard separation in Q3
UK-listed wealth managers enjoyed a big boost from markets in Q3. But when it comes to attracting & retaining client money, some are flying, some are…
 • Paul Bryant
All eyes on Wealth Managers' Q3 flows
Markets have provided a solid tailwind in Q3 of 2025 (expect a 5-6% contribution to AUM). Net flows will show us who's winning the battle for clients…
 • Paul Bryant
Is that a chink of light?
A look back at UK-listed asset managers' H1-25 & a look forward to H2 and beyond. Part 1: The (confusing) AUM picture.
 • Paul Bryant
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