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.
AUM 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...
Read moreOrganic 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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