Tatton Asset Management was founded in 2007 and provides three services to smaller, UK-based Independent Financial Advisers: discretionary asset management; regulatory and compliance consulting and outsourcing; and mortgage and protection insurance aggregation.

16 Oct 2019

Scale-up train on track

Tatton's trading statement for the half-year ending 30 September 2019 confirmed continued momentum in AUM growth, which increased to £7.0bn, up 14.8% over the half-year (from £6.1bn on 31 March 19) and 23% year-on-year.

The group's first acquisition since its 2017 listing (a strategy made explicit at that time) has also been announced, which contributed £135m of the £0.9bn AUM increase. Organic AUM growth was 12.5%.

We see significant opportunity for the asset management side of the business to scale quickly and be the primary driver of strong future earnings growth as operational leverage kicks in.

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