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Tatton Asset Management (TAM) investor relations material
Tatton Asset Management H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary24 Nov, 2025
Executive summary
Achieved strong organic net inflows of GBP 1.7 billion and robust investment performance, driving a GBP 4.0 billion increase in AUM/I over six months, with AUM/I reaching GBP 27.1 billion year-to-date and a 29.6% year-over-year increase.
Revenue and operating profit increased by 18.6% and 20.4% respectively, with group margin at 51%.
Interim dividend increased to 12.0p per share, up 26.3%, with a further 12.0p expected later.
Number of supporting IFA firms increased to 1,170, and average account size rose to GBP 154,000.
Maintained high asset retention at 98.5% over the six-month period.
Financial highlights
Group revenue: GBP 25.7 million (+18.6% YoY); adjusted operating profit: GBP 13.1 million (+20.4% YoY); profit before tax: GBP 11.674 million (+15.6% YoY).
Adjusted earnings per share grew by 17.2% to 16.02p.
Tatton segment revenue and operating profit up 21% and 22%, with margin at 64%.
Net assets at GBP 55.9 million, cash position at GBP 34.1 million, and net debt free.
Paradigm revenue and operating profit both increased 6%, with margin stable at 29%.
Outlook and guidance
On track to deliver forecasts in line with board expectations and achieve GBP 30 billion AUM/I by FY29.
Revenue margin expected between 20-21 basis points; Paradigm revenue to grow at mid-single digits.
Net flows guidance (excluding Perspective) set at 200-250 million.
Annual cost increase guidance remains at 10%-12%.
Autumn Budget and regulatory changes not expected to materially impact growth trajectory.
PFG AUM exit mitigation strategy?
Paradigm Consulting member decline drivers?
Carlos Topco investment rationale?
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Next Tatton Asset Management earnings date
H2 202615 Jun, 2026
Next Tatton Asset Management earnings date
H2 202615 Jun, 2026
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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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