Equity Analyst (asset & wealth management). Writer.
This site is home to my ASSET & WEALTH MANAGEMENT BLOG which offers regular nuggets of information (not investing advice!) for investors in UK asset and wealth management stocks.
Links to my formal research notes on the stocks I cover can be found under the research tab, and my published articles on financial markets and investing can be found under the articles tab.
Information about my book, Sustainable Investing for Everyone, which is available on Amazon, can be found under the book tab.
The market turmoil of 2022 hurt UK wealth managers. The blow was cushioned by customers continuing to pay into their SIPPs, ISA’s and investment accounts, despite heavy market falls and huge economic uncertainty. Some managers showed resilience, but not all.…