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About the company
Tatton Asset Management plc is a United Kingdom-based company, which provides on-platform only discretionary fund management, regulatory, compliance and business consulting services, as well as whole market mortgage provision, to Independent Financial Advisers (IFAs) across the United Kingdom. The Company operates through two operating divisions: Tatton, which is its investment management division, and Paradigm, which is its IFA support services business. These operating divisions provide support services, such as compliance and business advice to help directly authorized firms respond to market and regulatory changes, comprehensive mortgage and protection propositions, and access to discretionary fund management exclusively through fund platforms. It provides an outsourced proposition for IFAs allowing them to provide compliant and effective investment portfolio management for their on-platform based clients, at a lower charge than traditional discretionary fund manager propositions.
- Revenue in GBP (TTM)33.90m
- Net income in GBP13.43m
- Incorporated2017
- Employees103.00
- LocationTatton Asset Management PLCParadigm House, Brooke Court,WILMSLOW SK9 3NDUnited KingdomGBR
- Phone+44 161 486 3441
- Websitehttps://www.tattonassetmanagement.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Riverstone Energy Ltd | 11.41m | -1.78m | 244.16m | 0.00 | 53.96 | 0.7177 | -- | 21.41 | 0.1667 | 0.1667 | 0.2445 | 12.53 | 0.0206 | -- | 10.11 | -- | -0.3209 | -15.10 | -0.3212 | -15.13 | 18.73 | -- | -15.61 | -- | -- | -- | 0.00 | -- | -86.81 | -- | -102.55 | -- | -- | -- |
| Fintel PLC | 64.90m | 7.10m | 311.62m | 494.00 | 44.07 | 3.04 | 26.63 | 4.80 | 0.0681 | 0.0681 | 0.6222 | 0.988 | 0.4786 | -- | 6.24 | 131,376.50 | 5.46 | 8.18 | 6.43 | 9.71 | -- | -- | 11.40 | 15.64 | -- | 20.60 | 0.1091 | 34.58 | -2.41 | 5.07 | -27.55 | 20.04 | 44.35 | 2.63 |
| Pensionbee Group PLC | 23.82m | -10.57m | 334.72m | 202.00 | -- | 22.03 | -- | 14.05 | -0.0473 | -0.0473 | 0.1065 | 0.0676 | 1.11 | -- | 8.43 | 117,905.90 | -49.08 | -72.03 | -53.57 | -78.83 | -- | -- | -44.38 | -120.81 | -- | -356.30 | 0.0256 | -- | 34.85 | 75.66 | 52.28 | -- | 7.14 | -- |
| Brooks Macdonald Group plc | 128.48m | 6.58m | 337.14m | 509.00 | 49.99 | 2.28 | 21.05 | 2.62 | 0.41 | 0.41 | 8.00 | 8.98 | 0.7013 | -- | 4.13 | 252,416.50 | 3.59 | 8.90 | 4.08 | 10.86 | -- | -- | 5.12 | 12.70 | -- | -- | 0.0306 | 65.55 | 1.28 | 4.37 | -22.48 | 26.46 | -11.72 | 9.80 |
| Sherborne Investors (Guernsey) C Ltd | 46.86m | 43.91m | 353.50m | 0.00 | 8.05 | 0.6243 | -- | 7.54 | 0.0627 | 0.0627 | 0.0669 | 0.8089 | 0.0855 | -- | -- | -- | 8.01 | 4.16 | 8.02 | 4.17 | 95.54 | 86.54 | 93.73 | 83.52 | -- | 535.90 | 0.00 | 12.96 | 209.49 | -- | 192.36 | -- | -- | -- |
| Tatton Asset Management PLC | 33.90m | 13.43m | 380.01m | 103.00 | 29.06 | 9.42 | 25.83 | 11.21 | 0.2161 | 0.2161 | 0.5452 | 0.6666 | 0.6861 | -- | 89.68 | 329,116.50 | 27.18 | 27.38 | 31.91 | 34.54 | -- | -- | 39.62 | 33.85 | -- | -- | 0.00 | 76.38 | 10.12 | 15.83 | 44.70 | 40.53 | 31.14 | 17.05 |
| Georgia Capital PLC | 174.82m | 172.73m | 401.66m | 47.00 | 2.23 | 0.4264 | -- | 2.30 | 4.24 | 4.24 | 4.29 | 22.21 | 0.1987 | -- | -- | 3,719,648.00 | 19.64 | 16.87 | 19.64 | 17.28 | -- | -- | 98.80 | 70.97 | -- | 734.27 | 0.00 | -- | 66,495.67 | -13.65 | 5,107.96 | -- | -- | -- |
| Mattioli Woods plc | 115.40m | 9.91m | 411.40m | 896.00 | 41.14 | 1.81 | 19.65 | 3.56 | 0.1923 | 0.1923 | 2.24 | 4.36 | 0.3947 | -- | 4.01 | 128,795.80 | 3.39 | 3.60 | 3.83 | 4.28 | -- | -- | 8.59 | 7.65 | -- | -- | 0.0164 | 153.96 | 2.73 | 13.64 | 85.77 | -1.35 | -25.92 | 9.53 |
| Jupiter Fund Management PLC | 405.60m | -12.90m | 456.15m | 527.00 | -- | 0.5778 | 35.36 | 1.12 | -0.0264 | -0.0264 | 0.7745 | 1.45 | 0.3312 | -- | 3.10 | 769,639.40 | -1.05 | 6.99 | -1.37 | 9.08 | 90.93 | 90.99 | -3.18 | 17.29 | -- | -- | 0.1414 | 106.76 | -8.55 | -2.51 | -126.93 | -- | 0.5814 | -16.60 |
| Chrysalis Investments Ltd | -71.56m | -78.23m | 480.88m | 0.00 | -- | 0.6001 | -- | -- | -0.1315 | -0.1315 | -0.1202 | 1.35 | -0.0848 | -- | -- | -- | -9.27 | -- | -9.31 | -- | -- | -- | -- | -- | -- | -- | 0.00 | -- | 88.27 | -- | 86.99 | -- | -- | -- |
| Mortgage Advice Bureau (Holdings) PLC | 239.53m | 13.47m | 508.65m | 1.00k | 37.96 | 7.24 | 25.42 | 2.12 | 0.2345 | 0.2345 | 4.17 | 1.23 | 1.46 | -- | 24.43 | 239,293.70 | 7.59 | 15.00 | 11.69 | 24.06 | 29.29 | 27.37 | 5.20 | 7.57 | -- | -- | 0.22 | 98.49 | 3.77 | 14.21 | 10.05 | 0.4165 | 21.80 | 3.82 |
| XPS Pensions Group PLC | 184.11m | 15.42m | 525.09m | 1.57k | 35.93 | 3.71 | 18.58 | 2.85 | 0.0704 | 0.0704 | 0.8403 | 0.6813 | 0.6548 | -- | 4.05 | 117,266.20 | 5.48 | 3.89 | 6.28 | 4.37 | -- | -- | 8.37 | 7.84 | -- | 5.79 | 0.3684 | 139.40 | 20.18 | 21.60 | 68.07 | 48.18 | 32.33 | 2.71 |
| Liontrust Asset Management PLC | 231.10m | 17.22m | 533.12m | 253.00 | 30.58 | 2.96 | 15.05 | 2.31 | 0.2684 | 0.2684 | 3.61 | 2.77 | 0.5291 | -- | 1.17 | 913,442.70 | 3.94 | 9.32 | 8.00 | 23.09 | 95.00 | 93.31 | 7.45 | 18.23 | -- | -- | 0.0093 | 96.75 | -0.9089 | 23.19 | -33.57 | 35.15 | 9.73 | 27.94 |
| Foresight Group Holdings Ltd | 136.28m | 8.76m | 550.00m | 314.00 | 64.22 | 7.31 | 36.46 | 4.04 | 0.0738 | 0.0738 | 1.15 | 0.6484 | 0.9021 | -- | 6.29 | 434,022.30 | 5.80 | 21.15 | 9.08 | 30.46 | 94.98 | 92.85 | 6.43 | 20.30 | -- | -- | 0.107 | 52.17 | 38.44 | 18.19 | -5.79 | 8.42 | -18.86 | -- |
| Polar Capital Holdings plc | 182.36m | 34.16m | 557.50m | 191.00 | 15.85 | 4.51 | 14.68 | 3.06 | 0.3464 | 0.3464 | 1.85 | 1.22 | 0.8585 | -- | 8.37 | 954,769.60 | 16.08 | 23.24 | 24.33 | 35.32 | 88.56 | 91.24 | 18.73 | 25.19 | -- | 169.21 | 0.0622 | 78.67 | -17.82 | 6.22 | -27.21 | 1.66 | 41.64 | 10.44 |
Data as of Jun 04 2024. Currency figures normalised to Tatton Asset Management PLC's reporting currency: UK Pound GBX
52.93%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| BlackRock Investment Management (UK) Ltd.as of 28 May 2024 | 6.99m | 11.55% |
| Liontrust Investment Partners LLPas of 23 May 2024 | 6.62m | 10.94% |
| abrdn Investments Ltd.as of 24 Jan 2024 | 3.14m | 5.18% |
| Link Fund Solutions Ltd.as of 31 Jan 2024 | 3.09m | 5.11% |
| abrdn Investment Management Ltd.as of 29 Feb 2024 | 3.08m | 5.10% |
| Chelverton Asset Management Ltd.as of 05 Apr 2023 | 2.75m | 4.55% |
| Aegon Asset Management UK PLCas of 14 Dec 2023 | 1.84m | 3.05% |
| Gresham House Asset Management Ltd. (Investment Management)as of 31 Jan 2024 | 1.76m | 2.92% |
| Artemis Investment Management LLPas of 31 Jan 2024 | 1.46m | 2.42% |
| Invesco Asset Management Ltd.as of 29 Feb 2024 | 1.29m | 2.12% |
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Data from 30 Sep 2023 - 31 Mar 2024Source: FactSet Research Systems Inc.
