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.
Record inflows (again), so impressive given markets
This time last year, we wrote: “our key takeaway from Tatton’s hugely impressive last few years, is...
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H1 revenue +24%, profit +23%, forecasts upgraded
AUM jumped 14% over H1-25 (to 30 Sep 24) from £16.6bn to £18.9bn. Net inflows added £1,832m (22%...
Read moreBumper H1-25, AUM up 14% driven by inflows
Tatton has recorded an exceptionally strong start to the next leg of its growth journey: in June...
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FY24 forecasts exceeded, very strong start to FY25
It has been a huge few years for Tatton. The three-year growth target of moving from £9bn AUM on 31...
Read moreAUM up 30% in FY24, record flows, forecasts raised
AUM jumped £3.8bn or +30% in FY24, reaching £16.6bn on 31 Mar 24, 12% above our previous forecast...
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Sector-leading net flows, double-digit profit growth
AUM grew 8% over H1-24 (to 30 Sep 23) from £12.7bn to £13.7bn. Net inflows totalled +£910m (7% of...
Read moreGrowth rate head-and-shoulders above peers (again)
AUM grew 8% over H1-24 (to 30 Sep 23) from £12.7bn to £13.7bn. Net inflows totalled £910m (7% of...
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Forecasts exceeded in FY23, strong start to FY24
In FY23, Tatton (once again) grew much faster than peers. AUM was up 12% y-o-y excluding...
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