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.

22 Jun 2026

Tatton AM - FY Results - Investor Presentation video - 19 June 2026

Paul Hogarth (CEO), Paul Edwards (CFO), and Lothar Mentel (CIO) presented a detailed overview of Tatton AM's Full Year results for the year ended 31 March 2026.

Highlights included strong numbers that exceeded market expectations with double-digit organic growth across revenue, adjusted operating profit, and adjusted EPS.

Management discussed progress against the five-year 'Roadmap for Growth' strategy, their consistent investment performance, the increased dividend, and provided a review of Financial Performance. Q&A addressed M&A opportunities and the reach of MPS into BPS.

The full presentation is divided into chapters, as below:
0:00:03 Introduction
0:00:28 Key Highlights
0:04:45 Financial Performance
0:14:31 Strategic Update
0:33:13 Investment Management Update
0:41:20 Questions & Answers

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