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.

17 Jun 2025

Tatton AM - FY Results - Investor Presentation video - 16 June 2025

Paul Hogarth (Chief Executive Officer), Paul Edwards (Chief Financial Officer), and Lothar Mentel (Chief Investment Officer) hosted an Investor Presentation covering Full Year results for the year ended 31 March 2025.

Highlights of the numbers reported were strong, double-digit organic growth across revenue and adjusted operating profit at the top end of market consensus, driven by record levels of AUM and net inflows. Management provided a detailed review of key financial metrics, progress on their growth strategy roadmap, and an in-depth look at Investment Management performance. Finally, the team answered a range of questions submitted by investors.

The full presentation recording is available to watch and has been divided into chapters, as below:
0:00:03 Introduction & Key Highlights
0:02:42 Financial Performance
0:11:02 Strategic Update
0:19:55 Investment Management Update
0:30:08 Questions & Answers

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