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.

20 Jun 2024

Tatton AM - FY Results - Investor Presentation video - 19 June 2024

Tatton Asset Management (AIM: TAM) ran viewers through highlights of the Full Year period to 31st March 2024, which included strong, double-digit growth across revenue and adjusted operating profit, driven by record levels of AUM and net inflows.

Management outlined their new growth target to achieve £30 billion in Assets under Influence by the end of the financial year 2029. The team also provided a detailed financial review, an in-depth summary of investment performance and answered questions from viewers.

Paul Hogarth (Chief Executive Officer), Paul Edwards (Chief Financial Officer), and Lothar Mentel (Chief Investment Officer) presented from the company.

The presentation has been divided into chapters for ease of viewing, as below:
0:00:14 Key Highlights
0:04:22 Financial Performance
0:12:49 Strategic Update
0:23:36 Investment Management Update
0:34:40 Summary
0:36:19 Questions & Answers

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