Lenders & Spenders: Div Fins Weekly Outlook: UK | Brokers, Asset Mgrs & Exchanges

Research evidence excerpt

Lenders & Spenders: Div Fins Weekly Outlook: UK | Brokers, Asset Mgrs & Exchanges

UK | Brokers, Asset Mgrs & Exchanges EquityJulyResearch17, 2026

Exhibit 1 - Calendar of eventsLenders & Spenders: Div Fins Weekly Outlook

Date Company Event

Next week we have scheduled news from PensionBee and AJ Bell, before 21-Jul BAER Interim results

22-Jul DB1 Interim results

a real glut of news towards the end of July. There has also been quite a 22-Jul PBEE 2Q update

lot of action this week - the Nordic platforms reported 1H26, we upgraded 23-Jul AJB 3Q update

28-Jul EMG Interim results

IntegraFin to Buy, St James's Place fell another 10% on press reports of 29-Jul ABDN Interim results

firms leaving the partnership, Plus500 reacted badly to decent numbers, 29-Jul DWS Interim results

29-Jul RAT Interim results

and that is ignoring the Alts and exchanges... 29-Jul STJ Interim results

29-Jul TKO Interim results

AJB: We have not changed our numbers into the 3Q update, having done so in May, which 30-Jul ALLFG Interim results

30-Jul AMUN Interim results

probably leaves some upside. In terms of flows, we are in line with consensus for Advised net 30-Jul ENX Interim results

flows of £0.6bn, but we are below consensus for D2C flows at £1.8bn vs £2bn. Consensus 30-Jul LSEG Interim results

has total platform AUA of £117m, which we think might yet be conservative. It implies a little 5-Aug BFF Interim results

under 6% market movement (+£5.8bn) in the June quarter, whereas some players have been 6-Aug DBAN Interim results

close to double figures. 6-Aug QLT Interim results

13-Aug MUX Interim results

There may be commentary on the quarter's trading as well. After much volatility in 2Q (calendar 13-Aug PBEE Interim results

1-Sep PGHN Interim results

1Q), it did not die away completely in 3Q.