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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. 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 (DFM) propositions.
- Revenue in GBP (TTM)49.34m
- Net income in GBP17.00m
- Incorporated2017
- Employees113.00
- 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
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- Per Share Data
- Efficiency
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- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AVI Japan Opportunity Trust PLC | 52.30m | 48.69m | 397.69m | 0.00 | 5.20 | 1.06 | -- | 7.60 | 0.3531 | 0.3531 | 0.3791 | 1.72 | 0.2179 | -- | 17.92 | -- | 20.29 | 8.14 | 21.93 | 8.74 | 96.15 | 90.68 | 93.11 | 87.15 | -- | -- | 0.1247 | 14.25 | 55.59 | 19.62 | 54.11 | 21.49 | -- | -- |
| Mortgage Advice Bureau (Holdings) PLC | 290.80m | 19.02m | 403.83m | 936.00 | 21.39 | 5.55 | 14.87 | 1.39 | 0.3254 | 0.3254 | 4.98 | 1.25 | 1.76 | -- | 21.41 | 310,682.70 | 11.58 | 12.45 | 18.84 | 19.58 | 30.17 | 28.48 | 6.57 | 6.83 | -- | -- | 0.2094 | 106.41 | 11.27 | 13.15 | 18.04 | 1.86 | 74.15 | 10.01 |
| European Opportunities Trust PLC | -17.15m | -27.92m | 404.07m | 0.00 | -- | 0.8938 | -- | -- | -0.4193 | -0.4193 | -0.2707 | 9.69 | -0.0246 | -- | -- | -- | -4.01 | 2.88 | -4.43 | 3.13 | -- | 75.19 | -- | 68.43 | -- | -- | 0.00 | 8.11 | -115.40 | -- | -128.36 | -- | -- | -10.59 |
| Polar Capital Global Healthcare Trst PLC | -23.48m | -28.05m | 405.03m | 0.00 | -- | 1.12 | -- | -- | -0.2313 | -0.2313 | -0.1936 | 3.70 | -0.0498 | -- | -- | -- | -5.95 | 6.11 | -6.05 | 6.28 | -- | 89.45 | -- | 83.34 | -- | -833.12 | 0.00 | 9.33 | -134.02 | -- | -144.67 | -- | -- | 1.92 |
| Fidelity Asian Values PLC | 51.82m | 43.37m | 408.20m | 0.00 | 10.10 | 1.06 | -- | 7.88 | 0.6337 | 0.6337 | 0.7509 | 6.05 | 0.1284 | -- | 16.67 | -- | 10.75 | 11.25 | 10.92 | 11.42 | 90.22 | 87.22 | 83.69 | 132.82 | -- | 48.87 | 0.00001 | 23.74 | 124.95 | 27.54 | 271.92 | -- | -- | 19.25 |
| Aberdeen Asian Income Fund Ltd | 24.04m | 17.05m | 409.02m | 0.00 | 25.57 | 1.17 | -- | 17.02 | 0.1123 | 0.1123 | 0.1595 | 2.46 | 0.0587 | -- | 4.69 | -- | 4.16 | 5.19 | 4.54 | 5.63 | 90.61 | 90.16 | 70.94 | 76.43 | -- | 11.13 | 0.0804 | 77.24 | 157.01 | -2.15 | 291.26 | -2.93 | -- | 9.30 |
| Schroder Japan Trust PLC | 25.27m | 20.97m | 412.21m | 0.00 | 19.93 | 1.21 | -- | 16.31 | 0.1806 | 0.1806 | 0.2178 | 2.98 | 0.0707 | -- | 11.00 | -- | 5.86 | 10.56 | 6.03 | 10.97 | 89.39 | 93.79 | 82.96 | 89.96 | -- | -- | 0.00 | 24.41 | -61.29 | -- | -65.64 | -- | -- | 18.46 |
| Gresham House Energy Storage Fund PLC | -489.29k | -8.27m | 412.57m | 24.00 | -- | 0.6731 | -- | -- | -0.0145 | -0.0145 | -0.0009 | 1.08 | -0.0008 | -- | -- | -20,387.08 | -1.34 | 3.14 | -1.34 | 3.15 | -- | 78.74 | -- | 70.83 | -- | -- | 0.00 | 127.55 | -7.04 | -- | -5.25 | -- | -- | -52.40 |
| Invesco Bond Income Plus Ltd | 31.85m | 26.68m | 421.91m | 0.00 | 13.19 | 1.02 | -- | 13.25 | 0.1319 | 0.1319 | 0.1571 | 1.70 | 0.0796 | -- | 28.67 | -- | 6.67 | 2.65 | 7.64 | 3.58 | 92.85 | 86.08 | 83.77 | 74.66 | -- | 20.12 | 0.1097 | 180.89 | -13.99 | 4.84 | -16.46 | 3.06 | -- | 3.17 |
| Tatton Asset Management PLC | 49.34m | 17.00m | 422.98m | 113.00 | 25.29 | 7.52 | 23.41 | 8.57 | 0.2729 | 0.2729 | 0.7918 | 0.9179 | 0.803 | -- | 16.64 | 436,637.20 | 27.52 | 26.08 | 32.25 | 31.68 | -- | -- | 34.28 | 34.49 | -- | -- | 0.0128 | 71.25 | 23.10 | 16.22 | 24.92 | 14.05 | -2.22 | 14.63 |
| Ashoka India Equity Investment Trust PLC | 28.01m | -1.05m | 424.99m | 0.00 | 41,833.33 | 0.9003 | -- | 15.17 | 0.00006 | 0.00006 | 0.1706 | 2.79 | 0.0579 | -- | 72.37 | -- | -0.2176 | 13.42 | -0.2187 | 13.62 | 42.89 | 90.56 | -3.76 | 72.12 | -- | -- | 0.00 | 0.00 | -75.39 | 126.29 | -101.09 | -- | -- | -- |
| JPMorgan India Growth & Income PLC | -88.99m | -87.77m | 431.12m | 0.00 | -- | 0.8672 | -- | -- | -1.88 | -1.88 | -1.96 | 11.08 | -0.125 | -- | -- | -- | -12.32 | 8.24 | -12.34 | 8.26 | -- | 94.41 | -- | 78.56 | -- | -- | 0.00 | 0.00 | -152.15 | -- | -168.95 | -- | -- | -- |
| Foresight Environmental Infrstrctr | 15.39m | 7.24m | 436.34m | 0.00 | 60.40 | 0.6686 | -- | 28.36 | 0.0116 | 0.0116 | 0.0241 | 1.05 | 0.0224 | -- | -- | -- | 1.05 | 7.96 | 1.05 | 7.99 | 58.76 | 88.58 | 47.04 | 86.31 | -- | -- | 0.00 | 77.98 | 255.68 | -- | 79.66 | -- | -- | 3.21 |
| Pacific Assets Trust plc | -20.87m | -25.18m | 439.91m | 0.00 | -- | 0.9754 | -- | -- | -0.2108 | -0.2108 | -0.174 | 3.95 | -0.0413 | -- | -- | -- | -4.98 | 7.69 | -5.00 | 7.72 | -- | 90.68 | -- | 76.44 | -- | -- | 0.00 | 10.61 | 1,039.44 | 24.44 | 839.50 | 27.22 | -- | -- |
| Jpmorgan Uk Small Cap Growth & IncomePLC | 3.68m | -3.02m | 441.64m | 0.00 | -- | 0.9735 | -- | 119.88 | -0.0116 | -0.0116 | 0.0274 | 3.63 | 0.0066 | -- | 0.9725 | -- | -0.5429 | 7.53 | -0.6094 | 8.26 | -57.49 | 88.66 | -81.89 | 86.77 | -- | -- | 0.00 | 33.42 | -96.48 | -18.30 | -103.03 | -- | -- | 22.29 |
| Bluefield Solar Income Fund Ltd | -25.95m | -28.47m | 447.02m | 0.00 | -- | 0.6478 | -- | -- | -0.0481 | -0.0481 | -0.0436 | 1.17 | -0.0352 | -- | -- | -- | -3.87 | 5.89 | -3.87 | 5.89 | -- | -- | -- | -- | -- | -- | 0.00 | 65.76 | -250.14 | -- | -196.54 | -- | -- | 2.45 |
Data as of Feb 13 2026. Currency figures normalised to Tatton Asset Management PLC's reporting currency: UK Pound GBX
53.95%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| abrdn Investment Management Ltd.as of 09 Jan 2026 | 6.91m | 11.27% |
| BlackRock Investment Management (UK) Ltd.as of 09 Jul 2025 | 6.63m | 10.81% |
| Liontrust Investment Partners LLPas of 23 Jul 2024 | 6.02m | 9.83% |
| Rathbones Asset Management Ltd.as of 11 Jul 2025 | 3.08m | 5.02% |
| JPMorgan Asset Management (UK) Ltd.as of 02 Sep 2025 | 3.06m | 5.00% |
| Gresham House Asset Management Ltd. (Investment Management)as of 02 May 2025 | 2.41m | 3.93% |
| Aegon Asset Management UK PLCas of 11 Jun 2025 | 1.79m | 2.93% |
| Artemis Investment Management LLPas of 29 Aug 2025 | 1.26m | 2.05% |
| Royal London Asset Management Ltd.as of 31 Oct 2025 | 1.07m | 1.75% |
| Grandeur Peak Global Advisors LLCas of 31 Oct 2025 | 842.72k | 1.38% |
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Data from 30 Sep 2025 - 31 Dec 2025Source: FactSet Research Systems Inc.
