Tatton Asset Management
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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.
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Q2 2026 TU earnings summary14 Oct, 2026

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.

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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.