Wealth Management

Tatton keeps on sprinting

Record inflows (again), so impressive given markets

Apr 15 •

Sprinters, joggers, walkers, stumblers

In UK wealth management, disparity makes for a stock-pickers' paradise (part 1 of 2)

Feb 17 •

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 •

No slowing Tatton's growth train

H1 revenue +24%, profit +23%, forecasts upgraded

Nov 13, 2024 •

A not-so-quiet summer in UK wealth management

M&A, de-listings, strategy changes, international expansion, new CEOs, big share price falls and jumps, you name it. Catch up here.

Sep 19, 2024 •

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

An overview of runners and riders covered by TheInvestors.blog and what to expect from this newsletter

Aug 30, 2024 •

Tatton maintains (massive) momentum

3Y targets... exceeded. FY24 results... impressive. FY25... what a start!

Jun 18, 2024 •

Tatton AUM +30% on record flows

It has clearly designed and implemented a superior offering compared to peers

Apr 16, 2024 •

Hargreaves CEO "we need to up our game!"

Interim results were 'meh'. But make no mistake, the (relatively new) CEO is implementing a big shakeup. The opportunity is there. This is all about…

Feb 23, 2024 •

Mattioli Woods: Interims showcase the benefit of diverse income streams

Demand for advice ramps up, outstripping the negatives of investor nervousness and falling asset prices

Feb 9, 2024 •

Worrying quarter for wealth managers

Q4 of 2023 saw strong markets mask weaker flows

Jan 30, 2024 •

What to expect from The Investors newsletter in 2024

A tough two years for asset & wealth managers. More grim results expected. But share prices have bounced. Will fundamentals turn to underpin price…

Dec 20, 2023 •

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