Financials & Insurance
Investment Banking
The Financial Institutions Group partners with some of the UK’s most exciting and dynamic growth companies across a range of industries in the financial services sector.
Our clients comprise a diverse mix of asset and wealth managers, investment platforms and administrators, banks and specialist credit institutions. We leverage our deep sector and domain knowledge coupled with extensive corporate finance expertise to help our clients achieve their strategic ambitions by listing on the market, raising equity and debt capital, advising on acquisitions and supporting their ongoing engagement with stakeholders.
Financials Research
The sector itself is comprised of a number of relatively discrete sub-sectors, from wealth and asset managers, investment platforms, trading businesses, and specialist lenders (from home credit to mortgage lenders).
The team has been recognised for a number of years for having broad research coverage of over 35 stocks across the Diversified Financials sector, backed up by leading Specialist Sales capability. We pride ourselves on being relatively agnostic as to the size of company followed, meaning our research includes a number of FTSE-100 companies, down to smaller AIM listed stocks.
The range of research produced, from longer notes to shorter results commentary, is backed up by insightful specialist sales commentary that adds genuine value around the investment cases in the sector.
Stuart Duncan joined Peel Hunt in 2010, having previous experience with both Numis Securities and ABN-AMRO/The Royal Bank of Scotland. With over 20 years’ experience covering the sector, he specialises in the asset and wealth managers as well as having experience of the wide range of companies in the sector. Stuart has a first class Honours degree in Accounting from the University of Strathclyde and qualified as a Chartered Accountant with PwC.
Robert Sage has spent over 30 years as a financial sector research analyst. He joined Peel Hunt in 2020 having previously worked as the Head of European Financials Research at Macquarie. Prior to that he held senior sector research roles at a variety of firms including Cazenove and Bear Stearns and spent five years on the buy side with hedge funds Moore Capital and Bramshott Capital. Robert holds an MA in History and qualified as a Chartered Accountant with Price Waterhouse.
Insurance Research
The insurance team covers a wide range of specialist mid-cap insurers listed on the London Stock exchange.
The primary focus is on non-life insurers including the Lloyd’s market insurers and UK motor insurers. In addition, Peel Hunt covers the specialist Life insurance companies, including the annuity writers and life back-book consolidators. The insurance team organises a number of conferences each year and regular roundtables with management teams from listed and non-listed insurance companies.
Andreas van Embden joined Peel Hunt as an Insurance analyst in May 2015, previously having been part of the Insurance team at Cazenove and subsequently J.P Morgan covering UK and European Life & Non-Life Insurers. Prior to this, he worked at MeesPierson covering Dutch banks and insurers. He has an Economics degree from the University of Amsterdam.
Recent deals & client wins
New Corporate Client - TBC Bank Group plc
New Corporate Client – Hiscox
£335m IPO – CAB Payments Holdings
