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Investor Relations14 Oct 2025
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Tatton Asset Management (TAM) investor relations material
Tatton Asset Management Trading Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Trading Update summary14 Oct, 2025
Financial performance and growth
Net inflows of £1.7bn and investment performance of £2.1bn drove AUM to £25.8bn, up 36.9% annualised.
Revenue and profits grew in line with board expectations, supported by strong organic inflows.
Organic net inflows averaged £281m per month, representing 16.1% of opening AUM annualised.
Client and partnership developments
Number of supporting IFAs increased by 5.4% to 1,170 during the period.
Perspective Financial Group contributed £333m in net inflows, with AUM rising to £3.5bn; partnership ends January 2026.
Paradigm business update
Paradigm Mortgages completed £8.3bn in mortgages, up from £7.5bn in the previous period.
Mortgage member firms rose to 1,960 and consulting member firms to 426.
Mortgage completions were mainly lower margin product transfers, reflecting market trends.
How to offset PFG AUM and inflow loss?
Key drivers for £30bn AUM target by FY29?
Impact of lower-margin mortgages on profit?
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Next Tatton Asset Management earnings date
H1 202618 Nov, 2025
Next Tatton Asset Management earnings date
H1 202618 Nov, 2025
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Frequently asked questions
Tatton Asset Management plc is a United Kingdom-based financial services firm focused on providing a comprehensive range of services to Independent Financial Advisers (IFAs) across the UK. The company offers on-platform only discretionary fund management, alongside regulatory, compliance, and business consulting services. It also provides a whole of market mortgage provision through two main operating divisions: Tatton, the Group's investment management division, and Paradigm, the Group's IFA support services business. These divisions support IFAs with services such as compliance and business advice, comprehensive mortgage and protection propositions, and access to discretionary fund management exclusively through fund platforms. The company is headquartered in Wilmslow, Cheshire, United Kingdom, and its shares are listed on the London Stock Exchange.
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