ABDN

Aberdeen Group PLC

Financial Services First-pass screen £3.8bn

410/1000 Overall fit

AI beneficiary 35% 25

Operating leverage 25% 60

Valuation 25% 30

Downside protection 15% 65

First-pass take

UK wealth manager with strong capital base (163% CET1 coverage) and transformation-driven profit growth (£180m annualised savings), but no material AI exposure. Interactive investor growing 34% profit on 19% revenue; broader group shows net outflows and repricing pressure on Adviser margins. Cyclical business lacking valuation data.

Flags

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