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Analyses on Großbritannien
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Tatton Asset Management — The Wealth Manager That Owns No Wealth
ROIC 42.2%, 98.3% retention and a fee margin that rises instead of falling. Why the largest client loss in the company's history was a gain.
Foxtons Group: The Lettings Core Holds, the Valuation No Longer Does
Lettings is growing and the 24–26% M&A ROIC stands, but H1 2026 cuts the earnings base by 19%. Fair value £0.45, bear case at the share price: Hold.