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Tatton AUM +30% on record flows
It has clearly designed and implemented a superior offering compared to peers
Apr 16
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Paul Bryant
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Tatton AUM +30% on record flows
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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
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Paul Bryant
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Hargreaves CEO "we need to up our game!"
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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
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Paul Bryant
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Mattioli Woods: Interims showcase the benefit of diverse income streams
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Worrying quarter for wealth managers
Q4 of 2023 saw strong markets mask weaker flows
Jan 30
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Paul Bryant
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Worrying quarter for wealth managers
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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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Paul Bryant
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What to expect from The Investors newsletter in 2024
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D2C platforms raving at the interest rate party
What's the risk of a massive hangover if regulators intervene or when rates fall?
Dec 14, 2023
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Paul Bryant
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D2C platforms raving at the interest rate party
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Tatton: sector-leading net flows, double-digit profit growth
When many peers are contracting and seeing margins fall, this model-portfolio specialist continues to press the accelerator
Nov 16, 2023
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Paul Bryant
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Tatton: sector-leading net flows, double-digit profit growth
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Wealth managers' Q3-23. What a mixed bag! (part 2)
Some flying high. Some steady-as-she-goes. Some riddled with uncertainty.
Oct 30, 2023
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Paul Bryant
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Wealth managers' Q3-23. What a mixed bag! (part 2)
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Wealth managers' Q3-23. What a mixed bag! (part 1)
Some flying high. Some steady-as-she-goes. Some riddled with uncertainty.
Oct 27, 2023
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Paul Bryant
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Wealth managers' Q3-23. What a mixed bag! (part 1)
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Tatton growth rate head-and-shoulders above peers (again)
Hugely impressive net inflows when outflows were more common among peers
Oct 20, 2023
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Paul Bryant
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Tatton growth rate head-and-shoulders above peers (again)
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Brooks Macdonald & wealth management sector looking undervalued?
A well-flagged sluggish quarter for BM, but price fall of company & sector looks overdone
Oct 16, 2023
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Paul Bryant
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Brooks Macdonald & wealth management sector looking undervalued?
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Interest rates & nervous investors key themes of recent wealth management results
Hargreaves Lansdown, Brooks Macdonald and Mattioli Woods reported full-year results in September. Here's a summary of how they are coping in a changed…
Sep 25, 2023
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Paul Bryant
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Interest rates & nervous investors key themes of recent wealth management results
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