Tatton keeps on sprinting
Record inflows (again), so impressive given markets
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Last month, I reviewed the UK-listed wealth management sector.
It showed Tatton Asset Management to be the standout leader in this space.
Today, Tatton provided a trading update covering its FY25 for the period ending 31 March 2025. I have just published my Equity Development research note on this update, titled: Record inflows (again), so impressive given markets. Here’s the opening paragraph:
This time last year, we wrote: “our key takeaway from Tatton’s hugely impressive last few years, is that it has designed and implemented a superior offering in platform-MPS with net flows consistently far higher than peers.” That view has only been reinforced with Tatton’s most recent trading update covering FY25 (Apr 24 – Mar 25). It recorded another year of record net inflows, as it did in FY24 (£3.7bn in FY25; £2.3bn in FY24) – a hugely impressive achievement given market weakness and investor nervousness, especially in calendar-2025.
And here’s the video summary.
Check out the full research note here, and all of my previous research on Tatton here.
As soon as most Q1-25 trading updates are in, I’ll be publishing part 2 of “Sprinters, joggers, walkers, stumblers” with an up to date state-of-play of the UK-listed wealth management sector. Be sure to subscribe below to get notified as soon as that is published.
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Disclosure: At the time of writing, Paul Bryant covered Tatton Asset Management as an analyst on behalf of Equity Development Limited. Read Equity Development’s research on Tatton here. And please read this link for the terms and conditions of reading Equity Development’s research.