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 - Investor Presentation webinar (Interim Results)

Tatton Asset Management, the investment management and IFA support services Group, conducted an investor presentation covering its Interim Results for the period to 30th September 2021. Paul Hogarth (Chief Executive Officer), Paul Edwards (Chief Financial Officer), and Lothar Mentel (Chief Investment Officer) took investors through key highlights of their financial and operational results, including the recent progress on the Fintel deal, the strength and health of the IFA sector, and the continued operational gearing which benefits the bottom line. They also reviewed investment performance and talked through the moat they have developed which means they are more than just a low cost provider.

You can watch the full video below (divided into sections for ease of viewing):

00:00 beginning
00:20 team introduction & key highlights of Interim Results (Paul Hogarth, CEO)
06:26 Financial Performance overview (Paul Edwards, CFO)
12:27 Market Overview, Roadmap to Growth, Strategic Partnerships (Paul Hogarth, CEO)
25:20 Investment & Fund Update (Lothar Mentel, CIO)
36:12 Investor Q&A

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