Tatton Asset Management (LSE:TAM) reported robust growth for the six months ending September 30, 2025, with net inflows of £1.68 billion fueling a sharp increase in assets under management and influence (AUM/I) to £25.8 billion — a 36.9% annualized rise.
The company said monthly net inflows averaged £281 million, comfortably exceeding its £200–250 million guidance range. These inflows, combined with £2.06 billion in investment performance, pushed AUM/I up from £21.8 billion recorded at the end of March. Shares edged down 0.3% after 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 firm also expanded its adviser network, increasing the number of supporting IFA firms to 1,170, up 5.4% since year-end. Tatton reaffirmed that its partnership with Perspective Financial Group — which added £333 million in inflows during the period — will end in January 2026 as previously planned.
Paradigm, the group’s IFA support services arm, reported mortgage completions of £8.3 billion, up from £7.5 billion in the prior six months, while mortgage member firms grew to 1,960 from 1,915 in March.
Despite the expiration of the Perspective partnership, management expressed confidence in achieving its goal of £30 billion in AUM/I by FY 2029 and reiterated expectations for full-year results to align with market forecasts.
The company is scheduled to publish its unaudited results on November 18, 2025.
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