UK ASSET & WEALTH MANAGEMENT | Paul Bryant, Equity Analyst

Home
Asset Management
Wealth Management
Disclaimer
About

Wealth Management

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
What subscribers receive
Deep company & sector analysis, written for shareholders, boards, & executives of London-listed Asset & Wealth Managers. Find out more…
 • Paul Bryant
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…
 • Paul Bryant
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
 • 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
Who’s who in UK-listed asset & wealth management
Runners and riders covered by this newsletter & what to expect
 • Paul Bryant
Tatton delivers again
Profit +20%, dividend +26%, strong outlook
 • 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…
 • Paul Bryant
PensionBee looking on track
Strong customer growth, efficient marketing spend, US close to being 'fully live'
 • 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.
 • 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
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!
 • Paul Bryant
© 2026 Canbry Consulting Limited · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture