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...
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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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Flywheel 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...
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Solid 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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