Tatton Asset Management reports 11% rise in AuM

Tatton Asset Management grew its assets under management (AuM) by 11 per cent last year to £24.2bn.

The discretionary fund management (DFM) and independent financial adviser (IFA) support services group also announced underlying net inflows of £2.8bn for the year.

Tatton was publishing an unaudited trading update for the year to 31 March, ahead of announcing its audited annual results on 16 June.

The group said it was remaining “mindful of ongoing geopolitical and economic volatility”, but also revealed its board is “confident” that its financial results for the year will be towards the upper end of its market expectations range.

Tatton’s latest update also confirmed that the company added 108 IFAs in the year to reach a total of 1,218 IFA firm relationships for Tatton Investment Management.

Founder and CEO of Tatton Asset Management, Paul Hogarth, commented that the group’s core business had achieved “excellent organic growth”.

“Against a volatile and challenging macroeconomic and geopolitical backdrop, I am particularly pleased with the consistency of our underlying net inflows throughout the year, with a stronger second half contributing to a full-year average of £234m per month and at the top of our guidance range,” Hogarth said.

“The board expects that our financial performance for FY26 will be towards the upper end of market expectations. While we are mindful of ongoing geopolitical and economic volatility and its impact on global markets, we remain optimistic and look forward to building on our success and making further progress in the new financial year ahead.”

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