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.

21 Nov 2024

Tatton AM - HY Results - Investor Presentation video - 20 November 2024

Paul Hogarth (Chief Executive Officer), Paul Edwards (Chief Financial Officer), and Lothar Mentel (Chief Investment Officer) of Tatton Asset Management hosted an Investor Presentation covering Interim Results for the six months ended 30 September 2024.

The team covered highlights of the period, which included strong growth in revenues, adjusted operating profit and EPS, an increased dividend and a 13.3% rise in Assets Under Management/Influence to £19.9bn. Management provided a detailed overview of Financial performance and a Strategic update on their 5-year roadmap for growth. An in-depth summary of investment performance was followed by a wide-ranging Question & Answer session.

The full video has been divided into chapters, as below:
0:00:00 Introduction
0:00:17 Key Highlights
0:03:56 Financial Performance
0:13:48 Strategic Update
0:24:27 Investment Management Update
0:32:51 Questions & Answers

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