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Tatton Asset Management (TAM) investor relations material
Tatton Asset Management Q2 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
H1 FY27 performance was in line with Board expectations, with continued revenue and profit growth supported by net inflows and positive investment performance.
Total AUM / I, including 8AM Global, rose 15.5% to £27.968bn at 30 September 2026.
Financial highlights
Investment performance added £2.415bn to AUM in H1 FY27; organic net inflows added £1.004bn, versus £1.352bn in H1 FY26, excluding inflows related to a cancelled contract.
Average net inflows were £167m per month in H1 FY27, compared with £234m per month in FY26.
Outlook and guidance
H2 FY27 net inflow guidance remains £200m–£250m per month, with confidence supported by the near-term pipeline and increased Q2 consolidation activity.
Full-year Board expectations are unchanged; the £30bn AUM / I target for FY29 is expected to be achieved ahead of schedule.
- Double-digit growth in revenue, profit, and AUM/I, with high margins and a 42.1% dividend increase.TAM
H2 2026 - AUM/I1 rose 11% to £24.2bn, with robust inflows and record mortgage completions.TAM
H2 2026 TU - AUM/I up 29.6% YoY to GBP 27.1bn, with revenue and profit growth supporting long-term targets.TAM
H1 2026 - AUM surged 36.9% annualised to £25.8bn, driven by strong inflows and investment gains.TAM
Trading Update - Record net inflows and robust AUM/I growth drive strong financial performance.TAM
H1 2025 - Record inflows and robust AUM growth position Tatton Asset Management near its £20bn milestone.TAM
Trading Update - AUM/I rose 26.9% to £17.6bn, supporting a £30bn FY29 target.TAM
H2 2024 - Record flows, double-digit profit growth, and robust margins sustained despite contract loss.TAM
H2 2025 - Record net inflows and leadership transition mark a pivotal year for Tatton Asset Management.TAM
Trading Update
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