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.

25 Nov 2025

Tatton AM - HY Results - Investor Presentation video - 24 November 2025

Paul Hogarth (Chief Executive Officer), Paul Edwards (Chief Financial Officer) and Lothar Mentel (Chief Investment Officer) hosted an Investor Presentation covering Interim Results for the six months ended 30 September 2025.

Highlights included double-digit organic growth across revenue and adjusted operating profit, driven by strong levels of AUM and net inflows. The balance sheet remained strong with no debt and net cash up 6% over H1. Management took viewers through a detailed review of Financial Performance and Investment Management, and updated investors on their roadmap for growth. The team then answered a range of questions submitted by viewers.

The video has been divided into chapters, as below:
0:00:03 Introduction & Highlights
0:05:24 Financial Performance
0:12:37 Strategic Update
0:19:56 Investment Management Update
0:30:19 Questions & Answers

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