Financials

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.

Rae and Ross both join from Panmure Liberum, where they focused on Equity Research. Rae brings a wealth of expertise across equity research, fund management and institutional broking, with a career spanning senior roles at leading investment banks, brokers and asset managers. Ross also brings extensive experience covering UK financial services companies across the market cap spectrum.