Investing in the Investors

Home
Archive
About
UK asset managers are about to report Q3 data. Here's a primer.
Q2 was a fascinating mix of resilience, potentially changing fortunes, and ongoing struggles. There's a few key trends and data points investors should…
 • 
Paul Bryant
New
Top
Tatton Asset Management exceeds FY23 forecasts, strong start to FY24
Differentiated offering in a market sweet-spot (on-platform Model Portfolio Services growth rate: around 25% p.a.) to fuel continued strong growth?
 • 
Paul Bryant
Impax poised to thrive in ‘sustainable investing 2.0’
2022 will probably be remembered as the start of a transition - a flight to quality - in the sustainable investing market. With an impressive 25-year…
 • 
Paul Bryant
Ninety One (asset management). Tough, tough year, but ...
Year on year comparatives grim. Price down 7% on results day, 40% since Jan ‘22. A deep-value diamond or 'structurally challenged mid-sized player'?
 • 
Paul Bryant
Q1 in UK wealth management beyond the M&A hype
The Rathbones - Investec Wealth & Investment deal has dominated headlines. But the organic growth trends of wealth managers & platforms is just as…
 • 
Paul Bryant
Tug-of-war between investment returns and net flows in Q1-23
UK asset managers' AUM was boosted in Q1-23 by market tailwinds. But investors remained nervous and were mostly withdrawing capital, not deploying it.
 • 
Paul Bryant
Want to know how UK asset managers differ from each other? 2022’s bear market will show you!
Nearly all asset managers were hurt by negative investment performance in 2022. But capital flows from clients varied hugely between managers. Here's a…
 • 
Paul Bryant
2022 bruised some UK wealth managers. It battered others.
Markets falls hurt WMs in 2022. The blow was cushioned by customers continuing to pay into pension and investment accounts, despite market and economic…
 • 
Paul Bryant
Investing in the Investors
Investing in the Investors
Nuggets of analysis for shareholders of Asset & Wealth Management companies
Recommendations
COPPOLA COMMENT
COPPOLA COMMENT
Frances Coppola
David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
David Stevenson

Investing in the Investors

AboutArchiveRecommendations
© 2023 Canbry Consulting Limited
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing