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Who’s who in UK-listed asset & wealth management
Runners and riders covered by this newsletter & what to expect
Dec 4
•
Paul Bryant
Tatton delivers again
Profit +20%, dividend +26%, strong outlook
Nov 25
•
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
•
Paul Bryant
1
1
PensionBee looking on track
Strong customer growth, efficient marketing spend, US close to being 'fully live'
Oct 22
•
Paul Bryant
2
2
2
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
•
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
•
Paul Bryant
1
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
•
Paul Bryant
1
1
Tatton keeps on sprinting
Record inflows (again), so impressive given markets
Apr 15
•
Paul Bryant
1
Sprinters, joggers, walkers, stumblers
In UK wealth management, disparity makes for a stock-pickers' paradise
Feb 17
•
Paul Bryant
3
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
•
Paul Bryant
3
1
No slowing Tatton's growth train
H1 revenue +24%, profit +23%, forecasts upgraded
Nov 13, 2024
•
Paul Bryant
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
•
Paul Bryant
1
1
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