Tatton Asset Management (TAM) Q2 2026 TU earnings summary
Event summary combining transcript, slides, and related documents.
Q2 2026 TU earnings summary
14 Oct, 2026Executive 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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