Tatton Asset Management reports strong net inflows, AUM rises 36.9%

Published 14/10/2025, 09:34
 Tatton Asset Management reports strong net inflows, AUM rises 36.9%

Investing.com - Tatton Asset Management (AIM:TAM), the investment management and IFA support services business, on Tuesday reported strong net inflows of £1.68 billion for the six months ended September 30, 2025, contributing to a £4.0 billion increase in assets under management/influence (AUM/I) to £25.8 billion, up 36.9% on an annualized basis.

The company’s net inflows averaged £281 million per month during the period, exceeding company guidance of £200-250 million. These inflows, combined with investment performance of £2.06 billion, drove the significant growth in AUM/I from £21.8 billion at the end of March 2025. The stock dipped slightly by 0.3% following the announcement.

"Tatton has delivered another strong period of growth, reflecting the continued strength of our proposition and partnerships with advisers," said Paul Hogarth, Chief Executive Officer. "We maintained the momentum of organic net inflows seen throughout last year with net inflows reaching £1.7bn, combined with our consistent investment performance."

The company continued to attract new IFA firms, increasing the total number of supporting IFAs to 1,170, up 5.4% since the end of the prior year. Tatton noted that its partnership with Perspective Financial Group, which contributed net inflows of £333 million in the period, will conclude in January 2026 as previously announced.

Paradigm, the Group’s IFA support services business, reported mortgage completions totaling £8.3 billion, up from £7.5 billion in the previous six months. Mortgage member firms increased to 1,960 from 1,915 at the end of March 2025.

Despite the upcoming end of the Perspective contract, management expressed confidence in meeting its target of £30 billion of AUM/I by the end of fiscal year 2029. The company expects to deliver full-year results in line with market expectations.

Tatton Asset Management will announce its unaudited results for the period on November 18, 2025.

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