Tatton Asset Management has reported record organic net inflows for the 2025 financial year, and noted a “strong start” to this year despite market headwinds.
For the 12 months to 31 March 2025, organic net inflows were £3.69bn, an increase of 22.3% on the previous year’s £2.3bn of inflows.
Assets under management (AUM) also increased by 24% to £21.83bn.
Group revenue increased by 23.1% to £45.3m, and adjusted profit operating profit was up 23.9% to £22.94m.
Tatton CEO Paul Hogarth (pictured) noted the “ever-changing and often unpredictable market environment”, but said the firm had seen “early momentum” in the 2026 financial year – however, he remains cautious.
See also: Tatton Asset Management sees organic inflows rise by 101% in half-year results
“As we enter the new financial year, we are encouraged by a strong start, with net new inflows of £600m in the first 10 weeks, or equivalent to £265m per month. However, while this early momentum is pleasing, we continue to take a measured and disciplined approach and anticipate a normalised run rate of between £200m and £250m per month over the remainder of the year.”
Tatton also reported the number of IFA firms on its books increased by 13.8% to 1,110, while client accounts climbed to 153,915, a 22% increase on the previous year.
It also stated balance sheet net assets increased to £50.6m, and cash to £32.1m. The final dividend for shareholders was disclosed at 9.5p, giving a total dividend of 19p for the year – up 18.8%.
Hogarth said: “As we look forward, we remain committed to achieving our goal of reaching the milestone of £30bn AUM by the 2029 financial year, and further strengthening our position within the UK market. Our confidence in achieving this ambition is founded on the strength of our business and our conviction that we will successfully navigate challenges, while making the most of the opportunities that lie ahead.”
This story was written by our sister title, Portfolio Adviser
