Business
Trading Update and Notice of Results
Tatton Asset Management reported strong net inflows of £1.7 billion, contributing to a £4.0 billion increase in Assets Under Management/Influence (AUM/I). This brings the total AUM/I to £25.8 billion, representing a 36.9% annualised increase. Organic net inflows averaged £281 million per month, with total net inflows for the period reaching £1.684 billion, which is 16.1% of opening AUM on an annualised basis. Investment performance contributed £2.058 billion. The number of supporting IFAs increased to 1,170. Paradigm Mortgages participated in mortgage completions totaling £8.3 billion. Disclaimer*
About this update from Tatton Asset Management Plc
[{"type":"text","content":"\n\n14 October 2025\n \nTatton Asset Management plc\n(\"TAM plc\" or the \"Group\")\nAIM: TAM\n \nTrading Update and Notice of Results\n \nStrong net inflows of £1.7bn contribute to a £4.0bn increase in AUM/I1 up 36.9%2 to £25.8bn\n \nTatton Asset Management plc (AIM:TAM), the investment management and IFA support services business, is today providing an unaudited period end update on the Group's performance for the six months ended 30 September 2025 (\"H1 26\" or the \"Period\"). The unaudited results for the Period will be announced on Tuesday, 18 November 2025.\n \nThe Group is performing well and results are in line with the Board's expectations for the Period, with continued growth in both revenue and profits driven by strong net inflows.\n \nTatton has continued to maintain consistent high levels of organic net inflows averaging £281m per month in the Period (FY25: £307m per month). Total net inflows in the Period remained healthy at £1.684bn, representing 16.1%2 of opening AUM on an annualised basis. These organic net inflows, combined with investment performance of £2.058bn delivered total AUM/I1 at the end of the Period of £25.848bn (31 March 2025: £21.825bn), an annualised increase of 36.9%.\n \nWe continue to attract support from new firms and have increased the total number of supporting IFAs to 1,170 (31 March 2025: 1,110), a 5.4% increase since the end of the prior year.\n \nAUM relating to Perspective Financial Group (PFG) whose long-standing partnership with Tatton will conclude in January 2026, as previously indicated, was £3.507bn (31 March 2025: £2.883bn) at the end of the Period and they contributed net inflows of £333m in the Period. \n \n\n\n\n\n\n\n\n\n\n\n\n\n\nTotal £bn\n\n\n\n\nOpening AUM 1 April 2025\n\n\n\n\n\n\n\n\n20.872\n\n\n\n\nOrganic net inflows\n\n\n\n\n\n\n\n\n1.684\n\n\n\n\nMarket and investment performance\n\n\n\n\n\n\n\n\n2.058\n\n\n\n\nClosing AUM 30 September 2025\n\n\n\n\n\n\n\n\n24.614\n\n\n\n\n8AM - AUI¹\n\n\n\n\n\n\n\n\n1.234\n\n\n\n\nTotal closing AUM/I1 30 September 2025\n\n\n \n\n\n \n\n\n25.848\n\n\n\n\n\n\n\n\n\n\n\n\n \n \nParadigm, the Group's IFA support services business, has maintained its resilient performance in th...