UK ASSET & WEALTH MANAGEMENT | Paul Bryant, Equity Analyst
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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
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Paul Bryant
1
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
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Paul Bryant
1
1:02
What subscribers receive
Deep company & sector analysis, written for shareholders, boards, & executives of London-listed Asset & Wealth Managers. Find out more…
Mar 18
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Paul Bryant
2
Has Evelyn deal flagged hidden value in London-listed wealth management?
NatWest's punchy Evelyn multiple (for pedestrian performance compared to some listed peers) suggests a hungry acquirer might pay a meaningful premium…
Mar 5
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Paul Bryant
1
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
Feb 19
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Paul Bryant
1
PensionBee purring in the UK...
...but the share price seems stuck. It looks like all eyes are on its US buildout
Jan 26
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Paul Bryant
4
1
1
Who’s who in UK-listed asset & wealth management
Runners and riders covered by this newsletter & what to expect
Dec 4, 2025
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Paul Bryant
4
1
Tatton delivers again
Profit +20%, dividend +26%, strong outlook
Nov 25, 2025
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Paul Bryant
1
1:07
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…
Oct 23, 2025
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Paul Bryant
1
1
PensionBee looking on track
Strong customer growth, efficient marketing spend, US close to being 'fully live'
Oct 22, 2025
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Paul Bryant
3
2
3
All eyes on Wealth Managers' Q3 flows
Markets have provided a solid tailwind in Q3 (expect a 5-6% contribution to AUM). Net flows will show us who's winning the battle for clients' capital.
Oct 5, 2025
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Paul Bryant
1
2
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, 2025
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Paul Bryant
1
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