Tatton reports strong inflows despite Perspective loss

Tatton ups assets under management to £24.2bn – Northern Financial Review

Wilmslow-based Tatton Asset Management plc said its assets under management (AUM) increased 11% to £24.2 billion in the year to March 31, 2026, despite the previously announced contract cancellation by Perspective Financial Group (PFG) having an impact to AUM of £3.3 billion. In a trading update, Tatton reported underlying net inflows of £2.8 billion in the year. Paul Hogarth, Founder and CEO of Tatton Asset Management plc, said: “I am proud tha…

Tatton AM assets climb to £24.2bn despite £523m net outflow

Tatton Asset Management has reported a £523m annual net outflow as its total assets under management rose 11% to £24.2bn, as of 31 March. The discretionary fund management and IFA support services firm said underlying inflows were £2.8bn, and investment performance contributed £2.5bn to the total figure, but the cancellation of a management contract with Perspective reduced its assets by £3.3bn. The firm added 108 IFAs to its network in the year…

Tatton reports strong inflows despite Perspective loss

Tatton Asset Management has reported double-digit growth in assets under management and administration (AUM) for the year to 31 March 2026, supported by Tatton Asset Management has reported double-digit growth in assets under management and administration (AUM) for the year to 31 March 2026, supported by strong net inflows and investment performance despite the loss of a major contract.