Tatton Asset Management 6/10/2025 Earnings Report

Tatton Asset Management EPS Results

• Actual EPS: GBX 29.42
• Consensus EPS: N/A
• Beat/Miss: N/A
• One Year Ago EPS: N/A

Tatton Asset Management Revenue Results

• Actual Revenue: N/A
• Expected Revenue: N/A
• Beat/Miss: N/A
• YoY Revenue Growth: N/A

Tatton Asset Management Announcement Details

• Date: 6/10/2025
• Time: Before Market Opens
• Conference Call Date: N/A
• Conference Call Time: N/A

Tatton Asset Management (LON:TAM) was founded by entrepreneur and current Chief Executive Officer, Paul Hogarth who had previously co-founded and developed the then largest IFA support services business in the UK, Bankhall. Paul’s vision in starting Tatton Asset Management was to create a range of services to power the UK’s leading financial advisers, facilitating expansion and enabling them to better service their clients. Tatton Asset Management offers on-platform only discretionary fund management, regulatory, compliance and business consulting services, as well as a whole of market mortgage provision, to Directly Authorised financial advisers across the UK. This is achieved through two operating divisions: Tatton the Group's investment management division and Paradigm, the Group's IFA support services business. These operating divisions provide support services, such as compliance and business advice to help directly authorised firms respond to market and regulatory changes, comprehensive mortgage and protection propositions, and access to discretionary fund management exclusively through fund platforms. Created to support the UK’s thriving IFA sector, the Group has £19.91¹ billion of assets under management across 20 UK adviser wrap platforms; has 437 member Firms, representing over 1,100 individual Independent Financial Advisers that use its regulatory compliance consultancy services; and provides mortgage services to over 1,930 advisory firms comprising of c.3,500 advisers. All aspects of its business are designed to allow financial advisers to develop their own value proposition by enhancing their range of services in a cost-effective manner, that will ultimately benefit their clients. Tatton Asset Management’s Discretionary Fund Management business can be easily integrated into the growing number of investment wrap platforms in the market. Tatton Asset Management is completely impartial about which platform is used and is unrestricted in respect of integration with new platforms. It provides an outsourced proposition for IFAs allowing them to provide compliant and effective investment portfolio management for their on-platform based clients, at a lower charge than traditional DFM propositions. ¹AUM/I includes 100% of the 8AM Global Limited AUM (Assets under influence)