Tatton assets grow 22% on the back of record £1.8bn net inflows

Results come on the back of new advice firms joining the business

Valeria Martinez
clock • 1 min read

Tatton Investment Management assets under management (AUM) have surged 22.3% to £13.9m in a challenging period for markets, after attracting record net annual inflows.

According to its unaudited trading update for the year to March 2023 published today (18 April), the firm reported £1.8bn of annual net inflows, a 40.5% rise from the £1.3bn reported in the previous year and a 71.5% increase over the average of the last five years.  The number of active firms joining the business over the period grew 16.5% to 869, which led to net inflows in the second half of the year of £887m and £907m in the second half.  The group's acquisition of 8AM Global last August contributed to £1.1bn assets under influence, an increase from the £1bn at acquisition. Market ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Six advice firms actively preparing for targeted support

Six advice firms actively preparing for targeted support

FOI request shows just 19 firms signed up for FCA’s Pre-Application Support Service

Isabel Baxter
clock 09 January 2026 • 2 min read
Regulators publish joint consultation on DC pensions value for money

Regulators publish joint consultation on DC pensions value for money

'Pension schemes' performance will be public with a simple rating system'

Martin Richmond
clock 08 January 2026 • 5 min read
Female clients twice as likely to be unhappy with their adviser than men

Female clients twice as likely to be unhappy with their adviser than men

Dissatisfied with communication, trust and adviser/client relationship

Isabel Baxter
clock 08 January 2026 • 2 min read