Tatton AM Assets Jump By Nearly 20% On MPS Demand

This extended to an annualised increase of 13.2% in AUM/I, according to its unaudited interim results for the six months to the end of September, published today (16 November).

Assets under influence are representative of the customer assets which are not directly managed by Tatton, but over which it holds "significant influence due to our shareholding in the company in which they are managed", including 8AM Global.

The firm reported net inflows of £910m during the period on the back of demand for its managed portfolio service (MPS) proposition. 

Tatton assets jump nearly 8% on the back of £900m inflows

Paul Hogarth, chief executive officer, described this as a "solid first half result" and said the firm had successful met its strategic objectives and maintained "strong organic growth of revenue and profits" in the face of "volatile markets".

He said he was "delighted" with the performance of the firm, which reported a 9.9% increase in group revenue for the period, and adjusted operating profit up 11.2%.

The results highlighted the boost provided by the launch of its Money Market Risk Profile funds in the summer, which were launched in respond to IFA demand and feedback.

The fund's risk profile offers the potential for clients to receive a return on cash that tracks the Bank of England base rate more closely than most instant access UK bank deposit accounts, Tatton said.

"While still early days, the initial uptake has been encouraging as we continue to support IFAs and their clients by providing products that meet their evolving needs," the firm said.

Tatton IM launches money market funds

Hogarth said the net inflows from the period in general had reinforced the "attractiveness" of the MPS proposition and highlighted the firm's ability to "maintain consistent performance even in difficult macroeconomic conditions".

Looking ahead, the firm said it was planning on getting "a new ambitious AUM/AUI target" at the end of the current financial year in March 2024, which would likely include expanding its MPS range.

"We will give careful thought to the stability of the market environment at that time, but more importantly, taking into consideration our leading position in the growing and maturing MPS market, the strength of our brand and the quality of the Tatton proposition," it added. 

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