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1. Company Snapshot

1.a. Company Description

Tatton Asset Management plc provides fund management, compliance consultancy, and technical support services to independent financial advisors in the United Kingdom.The company operates through two segments, Tatton and Paradigm.It also offers mortgage adviser support, and mortgage and insurance product distribution services.


The company was incorporated in 2017 and is based in Wilmslow, the United Kingdom.

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1.b. Last Insights on TAM

Tatton Asset Management's recent performance has been hindered by a lack of momentum, with the stock failing to capitalize on its impressive long-term growth. The company's inability to sustain a strong short-term performance is a concern, particularly given the current market volatility. Furthermore, the absence of any notable acquisitions or new product launches in the recent past has contributed to the stagnation. Additionally, the company's most recent earnings release has not provided any significant catalysts for growth.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Tatton Asset Management PLC (LSE:TAM) (H1 2026) Earnings Call Highlights: Strong Growth Amid ...

Nov -27

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Tatton Asset Management plc (LON:TAM) Passed Our Checks, And It's About To Pay A UK£0.12 Dividend

Nov -23

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IFA consolidator Absolute Financial Group launches with Inflexion backing

Aug -13

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Should You Buy Tatton Asset Management plc (LON:TAM) For Its Upcoming Dividend?

Jun -15

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Tatton Asset Management Full Year 2025 Earnings: Revenues Beat Expectations, EPS In Line

Jun -12

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Tatton Asset Management's (LON:TAM) investors will be pleased with their solid 195% return over the last five years

Apr -09

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Tatton Asset Management PLC (LSE:TAM) (H1 2025) Earnings Call Highlights: Strong Growth and ...

Nov -21

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Tatton Asset Management's (LON:TAM) Shareholders Will Receive A Bigger Dividend Than Last Year

Nov -16

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (11.91%)

6. Segments

Tatton

Expected Growth: 12.0%

Tatton's 12.0% growth is driven by increasing demand for discretionary fund management services, expansion of its distribution network, and strategic acquisitions. Additionally, the company's focus on technology and operational efficiency has enabled it to reduce costs and improve margins, further contributing to its growth.

Paradigm

Expected Growth: 11.5%

Tatton Asset Management's Paradigm growth is driven by increasing demand for outsourced investment management solutions, expansion into new markets, and strategic partnerships. Additionally, the company's focus on technology-enabled services, cost-effective solutions, and strong investment performance have contributed to its 11.5% growth.

Central

Expected Growth: 13.5%

Tatton Asset Management plc's Central segment growth of 13.5% is driven by increasing demand for discretionary fund management services, expansion of its distribution network, and strategic partnerships. Additionally, the segment benefits from a strong brand reputation, efficient cost management, and a scalable business model, enabling it to capitalize on market opportunities and drive growth.

7. Detailed Products

Discretionary Portfolio Management

Tatton Asset Management plc offers a discretionary portfolio management service, where experienced investment managers create and manage bespoke investment portfolios tailored to individual clients' needs and goals.

Model Portfolio Service

Tatton's Model Portfolio Service provides a range of risk-targeted model portfolios, designed to help financial advisers and their clients achieve their investment objectives.

Managed Portfolio Service

Tatton's Managed Portfolio Service offers a range of actively managed portfolios, designed to provide investors with a diversified investment solution.

Multi-Asset Funds

Tatton's Multi-Asset Funds offer a range of diversified investment funds, designed to provide investors with a balanced investment portfolio.

8. Tatton Asset Management plc's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Tatton Asset Management plc is medium due to the presence of alternative investment options for clients.

Bargaining Power Of Customers

The bargaining power of customers is low as clients have limited negotiating power due to the specialized nature of Tatton's services.

Bargaining Power Of Suppliers

The bargaining power of suppliers is medium as Tatton relies on a few key suppliers for technology and infrastructure, but has some flexibility in negotiating prices.

Threat Of New Entrants

The threat of new entrants is high due to the relatively low barriers to entry in the asset management industry, and the potential for new fintech companies to disrupt the market.

Intensity Of Rivalry

The intensity of rivalry is high due to the competitive nature of the asset management industry, with many established players competing for market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 0.53%
Debt Cost 9.37%
Equity Weight 99.47%
Equity Cost 9.37%
WACC 9.37%
Leverage 0.53%

11. Quality Control: Tatton Asset Management plc passed 7 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Renta 4 Banco

A-Score: 6.9/10

Value: 5.3

Growth: 5.9

Quality: 8.1

Yield: 5.6

Momentum: 10.0

Volatility: 6.3

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Taaleri

A-Score: 6.5/10

Value: 5.5

Growth: 4.4

Quality: 7.4

Yield: 10.0

Momentum: 3.0

Volatility: 8.7

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Öresund

A-Score: 6.4/10

Value: 5.4

Growth: 2.1

Quality: 9.2

Yield: 8.8

Momentum: 4.0

Volatility: 9.0

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Ratos

A-Score: 6.2/10

Value: 8.7

Growth: 4.4

Quality: 6.2

Yield: 5.6

Momentum: 6.0

Volatility: 6.0

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Tatton Asset Management

A-Score: 5.9/10

Value: 1.4

Growth: 7.8

Quality: 9.8

Yield: 5.6

Momentum: 5.0

Volatility: 6.0

1-Year Total Return ->

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Pantheon International

A-Score: 4.4/10

Value: 2.8

Growth: 0.7

Quality: 7.1

Yield: 0.0

Momentum: 6.0

Volatility: 10.0

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

6.96$

Current Price

6.96$

Potential

-0.00%

Expected Cash-Flows