wealth management

92 days ago

Brooks Macdonald – “financial performance remains in line with the board’s previous expectations”, still a recovery value and income Buy

Wealth management group Brooks Macdonald (BRK) has announced at end-March its funds under management & advice were £19.9 billion and that “the full year 2026 financial performance remains in line with the board’s previous expectations”. How do those compare to its valuation at a 1430p share price?

2440 days ago

Tom Winnifrith Bearcast: On Christmas Pudding day that Gary Newman is just far, far too kind

A hectic day of domestic goddessery is almost upon me so it is a short bearcast. In it I take the argument on Great Western Mining (GWMO) far further than Gary does in his article of today. Gary is damning but even that is too kind. Then it is on to Sy James Place (STJ) and the rest of the charlatans in the wealth management industry.

4194 days ago

Mattioli Woods - Interims leave us well ahead on this share tip

Specialist wealth management and employee benefits business, Mattioli Woods (MTW) has announced results for the six months ended 30^th November 2014, that “current trading remains in line with the board's expectations” and that “we believe our blend of wealth management and employee benefits positions us well to secure further profitable growth going forward”. 

4364 days ago

Mattioli Woods – Acquisition: Buy

Wealth management and employee benefits company, Mattioli Woods (MTW) has announced an initial £0.275 million, and up to £0.355 million, acquisition of a pension administration business from Ashcourt Rowan plc.  This is a good deal for Mattioli and underpins the buy case.