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Trading Update and Notice of Final Results
Tatton Asset Management plc reported strong performance for the year ended 31 March 2026, with total Assets Under Management/Influence (AUM/I) increasing by 11.0% to £24.2 billion, driven by underlying net inflows of £2.8 billion and a £2.5 billion contribution from market and investment performance. Despite a £3.3 billion impact from a previously announced contract cancellation, underlying AUM excluding this contract grew by 26.8%. The company added 108 IFA firms, reaching 1,218 relationships, and its Paradigm business saw mortgage completions rise 23.2% to £17.5 billion. The Board anticipates financial results will be towards the upper end of market expectations. Disclaimer*
About this update from Tatton Asset Management Plc
For release: 07.00, 15 April 2026 Tatton Asset Management plc ("TAM plc" or the "Group") AIM: TAM Trading Update and Notice of Final Results Strong underlying inflows of £2.8bn contribute to a £2.4bn increase in AUM/I1, up 11.0% to £24.2bn Tatton Asset Management plc, the on-platform discretionary fund management ("DFM") and IFA support services Group, today announces the following unaudited trading update for the year ended 31 March 2026 ("FY26" or the "Year"). The Group's audited Final Results are scheduled to be released on 16 June 2026. Trading Update · Total AUM/I1 increased 11.0% to £24.2 billion on 31 March 2026 (FY25: £21.8 billion) · Strong underlying net inflows2 of £2.8 billion in the Year · Market and investment performance contributed £2.5 billion (FY25: £0.6 billion) · Previously announced Perspective contract cancellation impact to AUM was £3.3 billion · Added 108 IFAs in the Year to reach a total of 1,218 IFA firm relationships for Tatton Investment Management · The Board is confident that the financial results for the Year will be towards the upper end of the market expectations range Highlights Tatton Investment Management delivered another year of strong growth with AUM/I1 increasing in the year by 11.0% to £24.216 billion. Underlying net inflows2 have remained consistently strong and this year totalled £2.806 billion with the second half of the year ("H2") delivering £1.454 billion versus £1.352 billion in the first half ("H1"). This resulted in average monthly net inflows of £234 million, in line with guidance and showing encouraging progression through the year, with H1 averaging £225 million and H2 strengthening to £242 million per month. Strong underlying inflows2 were complemented by investment performance which contributed £2.456 billion. Total reported net outflows for the year were £0.523bn (FY25: net inflows £3.687bn). This figure includes £3.329bn relating to the previously highlighted cancellation of the Perspective contract in January 2026. Underlying AUM excluding the Perspective mandate has maintained consistent growth with FY26 increasing 26.8% over the prior year and underlying net inflows2 remaining consistent in the year being ...
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