REG - Tatton Asset Mgt PLC - Trading Update and Notice of Results

Tatton Asset ManagementAnnouncement

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RNS Number : 1795D  Tatton Asset Management PLC  14 October 2025

14 October 2025

 

Tatton Asset Management plc

("TAM plc" or the "Group")

AIM: TAM

 

Trading Update and Notice of Results

 

Strong net inflows of £1.7bn contribute to a £4.0bn increase in AUM/I(1) up
36.9%(2) to £25.8bn

 

Tatton Asset Management plc (AIM:TAM), the investment management and IFA
support services business, is today providing an unaudited period end update
on the Group's performance for the six months ended 30 September 2025 ("H1 26"
or the "Period"). The unaudited results for the Period will be announced on
Tuesday, 18 November 2025.

 

The Group is performing well and results are in line with the Board's
expectations for the Period, with continued growth in both revenue and profits
driven by strong net inflows.

 

Tatton has continued to maintain consistent high levels of organic net inflows
averaging £281m per month in the Period (FY25: £307m per month). Total net
inflows in the Period remained healthy at £1.684bn, representing 16.1%(2) of
opening AUM on an annualised basis. These organic net inflows, combined with
investment performance of £2.058bn delivered total AUM/I(1) at the end of the
Period of £25.848bn (31 March 2025: £21.825bn), an annualised increase of
36.9%.

 

We continue to attract support from new firms and have increased the total
number of supporting IFAs to 1,170  (31 March 2025: 1,110), a 5.4% increase
since the end of the prior year.

 

AUM relating to Perspective Financial Group (PFG) whose long-standing
partnership with Tatton will conclude in January 2026, as previously
indicated, was £3.507bn (31 March 2025: £2.883bn) at the end of the Period
and they contributed net inflows of £333m in the Period.

 

                                                                          Total £bn
 Opening AUM 1 April 2025                                                 20.872
 Organic net inflows                                                      1.684
 Market and investment performance                                        2.058
 Closing AUM 30 September 2025                                            24.614
 8AM - AUI¹                                                               1.234
 Total closing AUM/I(1) 30 September 2025                                 25.848

 

 

Paradigm, the Group's IFA support services business, has maintained its
resilient performance in the Period. Paradigm Mortgages participated in
mortgage completions totalling £8.3bn (H2 25: £7.5bn). We have continued to
deliver a strong volume of mortgage completions in a challenging economic
climate, although the nature and distribution of these completions remained
consistent and reflected the wider market with predominantly lower margin
product transfers rather than new mortgages or buy-to-let completions.
Mortgage member firms in the Period increased to 1,960 (31 March 2025: 1,915)
and Consulting member firms were 426 at the end of the Period (31 March 2025:
425).

 

¹AUM/I includes 100% of the 8AM Global Limited AUM (Assets under influence)

(2)Annualised growth calculated by compounding six-month growth over a full
year

 

Paul Hogarth, Chief Executive Officer, commented:

"Tatton has delivered another strong period of growth, reflecting the
continued strength of our proposition and  partnerships with advisers and we
remain appreciative of the trust clients place in us to manage their
investments. In this Period, we maintained the momentum of organic net inflows
seen throughout last year with net inflows reaching £1.7bn, combined with our
consistent investment performance, AUM/I¹ reached £25.8bn, an increase of
36.9% on an annualised basis.

"Our ability to consistently attract new IFA firms and deepen relationships
with existing ones underlines the scalability and resilience of our model.
While we have previously highlighted that the Perspective contract ends in
January 2026, we maintain confidence in meeting our target of £30bn of
AUM/I(1) by the end of FY29.

"Paradigm has again shown its resilience with Paradigm Mortgages increasing
completion volumes to £8.3bn in the Period as well as good membership growth
in a challenging mortgage market.  Paradigm Consulting continues to perform
in line with our expectations.

"Looking ahead, Tatton remains well positioned to continue its growth
trajectory. We remain confident and focused on our strategy, which is
underpinned by the solid fundamentals of structural demand for financial
advice and a continued growing demand and increasing appetite for model
portfolio solutions. The Group enters the second half with momentum and
confidence in delivering results in line with market expectations for the full
year."

 

For further information please contact:

 Tatton Asset Management plc                                                                         +44 (0) 161 486 3441

 Paul Hogarth (Chief Executive
 Officer)

 Paul Edwards (Chief Financial
 Officer)

 Lothar Mentel (Chief Investment Officer)

 Zeus Capital - Nomad and Broker                                                                     +44 (0) 20 3829 5000

 Martin Green (Investment Banking)

 Dan Bate (Investment Banking and QE)
                                                                                                     +44 (0) 20 7496 3000

 Singer Capital Markets - Joint Broker

 Peter Steel (Investment Banking)

 RBC Capital Markets - Joint Broker                                                                  +44 (0) 20 7653 4000

 Oliver Hearsey / Elliot Thomas / Kathryn Deegan

 Gracechurch Group - Financial PR and IR                                    +44 (0) 20 7653 4000

 Heather Armstrong / Rebecca Scott                                          tatton@gracechurchpr.com

 Media Enquiries                                                                                     +44 (0) 7469 854 011

 Roddi Vaughan Thomas (Head of Communications)

For more information, please visit: www.tattonassetmanagement.com
(http://www.tattonassetmanagement.com)

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