Trading Update and Notice of Results

Tatton Asset Management

14/10/2025 07:00

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/I1 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/I1 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/I1 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)

2Annualised 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/I1 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
Paul Hogarth (Chief Executive Officer)
Paul Edwards (Chief Financial Officer)
Lothar Mentel (Chief Investment Officer)
+44 (0) 161 486 3441
Zeus Capital - Nomad and Broker
Martin Green (Investment Banking)
Dan Bate (Investment Banking and QE)
+44 (0) 20 3829 5000
Singer Capital Markets - Joint Broker
Peter Steel (Investment Banking)
+44 (0) 20 7496 3000
RBC Capital Markets - Joint Broker
Oliver Hearsey / Elliot Thomas / Kathryn Deegan
+44 (0) 20 7653 4000
Gracechurch Group - Financial PR and IR
Heather Armstrong / Rebecca Scott
+44 (0) 20 7653 4000
tatton@gracechurchpr.com
Media Enquiries
Roddi Vaughan Thomas (Head of Communications)
+44 (0) 7469 854 011


For more information, please visit: www.tattonassetmanagement.com

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