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Tatton Asset Management
Tatton Asset Management (TAM) investor relations material
Tatton Asset Management H2 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2026 TU earnings summary15 Apr, 2026
Executive summary
Achieved strong underlying net inflows of £2.8bn, contributing to an 11.0% increase in AUM/I1 to £24.2bn for FY26 compared to FY25.
Added 108 IFA firms, a 9.7% increase, reaching 1,218 relationships.
Board expects FY26 financial results to be towards the upper end of market expectations.
Financial highlights
Total AUM/I1 rose from £21.8bn to £24.2bn year-over-year.
Underlying net inflows totaled £2.8bn, with H2 inflows of £1.454bn versus H1's £1.352bn.
Market and investment performance contributed £2.5bn, up from £0.6bn in FY25.
Total reported net outflows were £0.523bn, including a £3.3bn impact from the Perspective contract cancellation.
Outlook and guidance
On track with the five-year 'Roadmap for Growth' strategy, targeting £30bn in AUM/I1 by March 2029.
£6.6bn added in the first two years; £5.8bn needed over the next three years to meet the target.
Board remains optimistic despite ongoing geopolitical and economic volatility.
Margin impact from Perspective contract exit
Net inflow sustainability post-Perspective
Drivers of Paradigm mortgage volume growth
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Latest events from Tatton Asset Management
- AUM/I up 26.9% to £17.6bn, with strong growth, margins, and a £30bn target by FY29.TAM
H2 202423 Feb 2026 - Record flows, double-digit profit growth, and robust margins sustained despite contract loss.TAMH2 20253 Feb 2026
- Record net inflows and strong AUM/I growth drive robust financial performance.TAMH1 202513 Jan 2026
- AUM/I up 29.6% YoY to GBP 27.1bn, with revenue and profit growth supporting long-term targets.TAMH1 202624 Nov 2025
- AUM surged 36.9% annualised to £25.8bn, driven by strong inflows and investment gains.TAMTrading Update14 Oct 2025
- Record inflows and robust AUM growth position Tatton Asset Management near its £20bn milestone.TAMTrading Update13 Jun 2025
- Record net inflows and leadership transition mark a pivotal year for Tatton Asset Management.TAMTrading Update6 Jun 2025
Next Tatton Asset Management earnings date
H2 202616 Jun, 2026
Tatton Asset Management
Next Tatton Asset Management earnings date
H2 202616 Jun, 2026
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Eferix Drawings Google Play
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@ankurshah47_ x.com
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@theshortbearx.com
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