Tatton Asset Management
Exchange: AIM www.tattonassetmanagement.com

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. 

Tatton AM - FY Results - Investor Presentation video - 20 June 2022

Tatton Asset Management (AIM: TAM), the investment management and IFA support services Group, conducted a presentation for investors with Q&A covering their Full Year results for the period to 31st March 2022.

Paul Hogarth (Chief Executive Officer), Paul Edwards (Chief Financial Officer), and Lothar Mentel (Chief Investment Officer) took a more detailed look at pricing within a maturing MPS market, how their competitors are responding to the opportunity of growing inflows, and how Tatton’s offering and performance record insulates its price point.

The management team discussed the opportunity for acquisitions, as well as how the 8AM acquisition is bedding in, and how the Fintel and Tenet deals continue to contribute to growth in AUM. They also took questions from investors. 

The full video is available here, divided into chapters:
0:00:03 Introduction & key period highlights
0:03:30 Financial performance
0:12:39 Strategic update
0:26:28 Investment & Fund update
0:33:22 Summary
0:34:22 Questions & Answers

 

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