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.

16 Jun 2023

Tatton AM - FY Results - Investor Presentation video - 15 June 2023

Tatton Asset Management (AIM: TAM), the investment management and IFA support services Group, conducted a presentation covering its Full Year results for the period to 31st March 2023.

Paul Hogarth (Chief Executive Officer), Paul Edwards (Chief Financial Officer), and Lothar Mentel (Chief Investment Officer) ran investors through key highlights of the period, which included strong growth in Assets Under Management and significant organic net inflows (+£1.8 billion). Management discussed their clearly-defined growth strategy, and took viewers through a detailed Investment & Fund update. The team also answered a series of questions from investors.

The whole video presentation is available below and has been divided into chapters:
0:00:58 Key highlights (financial & operational)
0:05:37 Financial performance
0:11:34 Strategic update
0:24:35 Investment and fund update & Summary
0:29:35 Questions & Answers

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