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.
Organic growth train rumbles on with inflows +40%
FY23 AUM closed on £12.7bn (on 31 Mar 23), +12% y-o-y on a like-for-like basis (31 Mar 22:...
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Best-in-class growth in very difficult markets
In our 18 October note, we stated how impressed we were with Tatton’s strong net inflows during...
Read moreExceptionally strong half-year of net inflows
Even in more ‘normal’ economic times, Tatton’s net inflows over H1-23 (to 30 Sep 22) would have...
Read moreStake in 8AM acquired, net inflows solid
Tatton has now concluded the acquisition of 50% of 8AM Global Limited (8AM) for a total...
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A sector leader in both growth and profitability
Despite sharp market falls in Q4 of FY22 (Jan-Mar 22), AUM grew 26% y-o-y to £11.3bn (FY21:...
Read moreStrong flows in impressive FY22. New acquisition for FY23
AUM ended FY22 (31 Mar 22) on £11.3bn, +26% y-o-y (31 Mar 21: £9.0bn), in line with our...
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Impressive interims support recent upgrade
In October, we upgraded our forecasts and fair value based on higher-than-expected AUM at the end...
Read moreStrong organic growth triggers fair value increase
AUM reached £10.8bn on 30 Sep 21, an increase of 20% in H1 (31 Mar 21: £9.0bn) and up 38% y-o-y (30...
Read moreAcquisition and distribution deal set to boost growth
Tatton has made no secret it is hunting for suitable strategic acquisitions and partnerships to...
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