Wealth Management

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 • Paul Bryant

PensionBee purring in the UK...

...but the share price seems stuck. It looks like all eyes are on its US buildout

Jan 26 • Paul Bryant

Who’s who in UK-listed asset & wealth management

Runners and riders covered by this newsletter & what to expect

Dec 4, 2025 • Paul Bryant

Tatton delivers again

Profit +20%, dividend +26%, strong outlook

Nov 25, 2025 • Paul Bryant

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 • Paul Bryant

PensionBee looking on track

Strong customer growth, efficient marketing spend, US close to being 'fully live'

Oct 22, 2025 • Paul Bryant

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 • 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…

Jun 10, 2025 • Paul Bryant

Wealth managers' Q1 flows hold up

Amidst tariff worries and US market falls, UK investors just kept on feeding those ISAs and SIPPs. But try telling that to shareholders!

May 8, 2025 • Paul Bryant

Tatton keeps on sprinting

Record inflows (again), so impressive given markets

Apr 15, 2025 • Paul Bryant

Sprinters, joggers, walkers, stumblers

In UK wealth management, disparity makes for a stock-pickers' paradise

Feb 17, 2025 • 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…

Feb 5, 2025 • Paul Bryant

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