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.
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...
Read moreImpressive 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...
Read moreFlywheel spinning smoothly
Tatton’s FY21 results highlight strong momentum in the business. Current AUM inflows have returned...
Read moreRacing ahead of forecasts: our fair value rises
AUM closed FY21 on £9.0bn (+35% y-o-y from £6.7bn) with Tatton reaching this milestone a year ahead...
Read moreSolid interims. War chest bolstered. Primed to scale.
Tatton delivered solid interim results for the 6 months period ending 30 September 2020, showing...
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