UK Asset & Wealth Management

Home
Company Profiles
AUM updates
Results Commentary
Share Price Commentary
Valuations
Disclaimer
About

Results Commentary

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…
 • 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
Jupiter jumps again (and there might be more to come)
Jupiter has turned from laggard to leader. The share price has had a huge recovery. Fundamental valuation suggests there might be even more upside.
 • Paul Bryant
PensionBee purring in the UK...
...but the share price seems stuck. It looks like all eyes are on its US buildout
 • Paul Bryant
Mercia: A fund management business and a cash pile for free?
If the NAV of its investments is correct, then yes. In H1-26, EBITDA & margin were up again, growth outlook is solid, and the huge discrepancy between…
 • Paul Bryant
1:02
Tatton delivers again
Profit +20%, dividend +26%, strong outlook
 • Paul Bryant
1:07
H1 growth tees Polar up for strong FY26
25% AUM growth over H1-26 was far stronger than all peers and almost five times the sector-median
 • Paul Bryant
1:04
PensionBee looking on track
Strong customer growth, efficient marketing spend, US close to being 'fully live'
 • Paul Bryant
Mercia: it won’t take long to see who's right
Fund management flying along, EBITDA +37%. Share price heavily discounts on-balance-sheet investments. Mercia intends to sell most of them within 2…
 • Paul Bryant
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…
 • Paul Bryant
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…
 • Paul Bryant
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…
 • Paul Bryant
© 2026 Canbry Consulting Limited · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture