Record cuts final dividend as pretax profit declines

Record PLC on Friday reported decreased profit and revenue for its latest year, but said it has ‘strong momentum’ for the current one.

Shares in Record were 11% lower at 48.06 pence on Friday in London.

The Windsor, England-based specialist currency and asset manager said pretax profit fell 10% to £9.8 million from £10.9 million.

Revenue decreased 3.7% to £40.1 million for the 12 months ended March 31, from £41.6 million the year before. This was due to mandate re-compositions and lower performance fees, Record explained.

Performance fees decreased 12% to £2.8 million from £3.2 million, while management fees fell 5.0% to £35.4 million from £37.2 million.

Assets under management totalled $114.6 billion as of March 31, up 14% from $100.9 billion one year prior. Record attributed this to strong inflows from new business wins, and favourable foreign exchange and market movements.

Record’s board recommended a final dividend of 1.45 pence per share, down on-year from 2.50p. This brought the total dividend to 3.60p, down from 4.65p.

Looking ahead, Record believes the year ending March 31, 2027, ‘has started with strong momentum’. It expects new mandates nearing completion to contribute £4 million to revenue, which it said supports current market expectations for the year.

‘Record is a business in purposeful evolution,’ commented Chief Executive Officer Jan Witte. ‘We are excited for the future.

‘Our core is unchanged...What is changing is the breadth of problems we solve, and the quality of the earnings that follow. Private Markets strategies, in particular, offer the potential for longer-term, higher-margin and more scalable revenues as they mature. This is where our priorities are focused.’

Witte continued: ‘These growth opportunities require continued balance sheet strength and disciplined capital allocation to support their full potential. With our strategic pillars guiding us, a strengthened leadership team, and growing visibility of returns over the medium term, we are confident in the direction of travel.’

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