Tatton Asset Management stock | Growth outlook for 2026 & price target

Tatton Asset Managem...

AIM:TAM

£ 5,66

£-0,10 (-1,74%)

5,66 £

£-0,10 (-1,74%)

End-of-day quote: 03/27/2026

Tatton Asset Management Stock Value

The current analyst rating for AIM:TAM is Outperform.

Outperform

Tatton Asset Management Company Info

EPS Growth 5Y

19,30%

Market Cap

£0,35 B

Long-Term Debt

£0,00 B

Annual earnings

06/10/2026 (E)

Dividend

£0,24

Dividend Yield

4,26%

Founded

2017

Industry

Financials

Country

United Kingdom

Website

Tatton Asset Management

ISIN Number

GB00BYX1P358

Website

http://www.tattonassetmanagement.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

£8,13

43.64%

Last Update: 03/28/2026

Analysts: 4

Highest Price Target £10,00

Average Price Target £8,13

Lowest Price Target £7,20

In the last five quarters, Tatton Asset Management’s Price Target has risen from £5,22 to £6,10 - a 16,86% increase. Five analysts predict that Tatton Asset Management’s share price will increase in the coming year, reaching £8,13. This would represent an increase of 43,64%.

Top growth stocks in the financials sector (5Y.)

What does Tatton Asset Management do?

Tatton Asset Management plc engages in the provision of discretionary wealth management solutions for both private and institutional clients. The company operates with an ethos of delivering high-quality investment services that are tailored to meet the varied needs of its clientele. The company aims to provide an adaptive and innovative approach to asset management, ensuring that performance aligns with client goals while mitigating risks. The company has developed its reputation within the fi...

The company has developed its reputation within the financial services sector by utilizing a disciplined investment process driven by research-based decision-making. It combines experience with technology and analytics to optimize investment strategies. The company prides itself on transparency and integrity in its offerings, creating long-term relationships based on trust and accountability.

Business Segments

The company is organized into distinct business segments that each provide specialized services tailored to different aspects of wealth management. The principal segments include:

Discretionary Portfolio Management: This segment encompasses the management of client portfolios, focusing on the active selection of investments tailored to individual risk profiles and return objectives. The company utilizes a systematic approach that balances risk and reward, ensuring that investments are aligned with clients’ financial goals.

Investment Advisory Services: The advisory segment offers expert consulting services to institutional and private clients, providing insights rooted in market research and analysis. The services are intended to inform clients about potential investment opportunities and risks, allowing them to make informed decisions.

Client Services and Administration: This segment focuses on maintaining strong relationships with clients by providing tailored support and ongoing communication. The aim is to ensure that clients are fully informed about their investments and receive the highest standard of service throughout their experience with the company.

Institutional Solutions: The company also provides specialized services for institutional investors, which include asset allocation strategies and portfolio construction methodologies. The company works closely with these clients to ensure that their unique investment needs are met.

Business Strategy

The company employs a multi-faceted business strategy aimed at fostering sustainable growth and enhancing its competitive advantage. The core tenets of this strategy include:

Client-Centric Approach: The company is deeply committed to understanding the specific needs and objectives of its clients. By placing clients at the heart of its operational ethos, the company focuses on delivering personalized solutions that adapt to the evolving financial landscape.

Investment in Technology: The strategic use of technology is paramount for The company. By leveraging advanced analytics and digital tools, the company enhances its investment management processes, allowing for real-time data analysis and improved decision-making capabilities. This technological investment also enables the company to streamline operations and increase efficiency across all business segments.

Focus on Compliance and Governance: The company prioritizes adherence to regulatory standards and best practices in governance, ensuring that all operations are conducted transparently and ethically. This focus on compliance is essential for maintaining trust with clients and various stakeholders.

Talent Development: The company invests in its workforce through continuous training and development programs. By nurturing talent, the company ensures that its team possesses the necessary skills and knowledge to provide high-quality services and adapt to market changes effectively.

Diverse Investment Solutions: The company aims to offer a range of investment products that cater to different risk appetites and financial goals. This diversity not only attracts a broader client base but also positions the company as a versatile player in the wealth management sector.

Products and Services

The company offers a range of products and services designed to meet the financial needs of its diverse clientele. These include:

Managed Portfolio Services: The company provides a variety of managed portfolio options, allowing clients to select investment strategies and asset allocations that suit their individual needs. This includes tailor-made portfolios as well as model portfolios that are regularly rebalanced to reflect market conditions.

Wealth Management Solutions: The company’s wealth management services encompass comprehensive financial planning, investment management, and advisory services. The company strives to offer an integrated approach to managing wealth, ensuring that all aspects of clients’ financial lives are coordinated and optimized.

Retirement Planning: Understanding the complexities of retirement savings, The company provides dedicated advice and management options to help clients prepare for and transition into retirement. This service includes the management of pensions and retirement funds, ensuring clients can achieve their retirement goals.

Discretionary Investment Management: The company's discretionary management services enable clients to outsource the management of their investment portfolios to professionals. The company's experienced team makes investment decisions on behalf of clients, leveraging its research-driven approach to deliver optimal returns.

Institutional Asset Management: The company serves institutional clients by offering tailored asset management solutions that align with their investment objectives. This includes designing and managing investment strategies that meet specific mandates while adhering to regulatory requirements.

Through these products and services, The company showcases its commitment to delivering comprehensive financial solutions that foster financial success for its clients.

Geographical Markets

The company operates primarily within the United Kingdom, catering to both private and institutional clients. Its extensive network allows it to serve a diverse clientele, including high-net-worth individuals, financial advisors, and organizations seeking investment management services.

The company has strategically focused on organic growth while remaining open to the possibility of acquisitions that align with its goals and enhance its service offerings. While specific recent acquisitions or divestitures may not be explicitly documented, the company continuously assesses market opportunities to expand its operations and capabilities.

Seasonality

The company does not experience significant seasonality in its operations. The demand for investment management services tends to be stable throughout the year, although certain market fluctuations can influence client behavior. Consequently, while there may be peak periods for new investment inflows or client engagement, overall business performance remains consistent across seasons.

Customers

The company serves a diverse clientele, including high-net-worth individuals, financial advisors, institutional investors, and generic retail clients. The exact number of customers served may vary, but the company's focus remains on cultivating long-term relationships built on trust and mutual growth.

The clientele is broadly categorized into private clients seeking personalized wealth management solutions and institutional partners looking for comprehensive asset management services. By catering to these distinct categories, the company ensures that its offerings remain relevant and valuable to its customers.

Sales and Marketing

The company utilizes a multi-channel sales and marketing strategy to reach its target audiences effectively. The primary modes include:

Digital Marketing: The company leverages online platforms and digital advertising to promote its services, showcasing assets and expertise while engaging with a broader audience.

Client Relationship Management: Building strong relationships with clients is at the forefront of the marketing strategy. This approach includes personalized outreach, regular updates, and responsive client service to foster trust and loyalty.

Partnerships and Collaborations: The company collaborates with financial advisors and other industry stakeholders to enhance its reach. By aligning with reputable partners, the company broadens its distribution channels and taps into new markets.

Educational Initiatives: The company emphasizes educating potential clients about investment opportunities and market dynamics. Through webinars, seminars, and informative content, the company positions itself as a thought leader in the investment space.

These sales and marketing modes are designed to align the company’s services with client expectations, enhancing satisfaction and loyalty.

Government Regulations

The company is subject to oversight by regulatory bodies, including the Financial Conduct Authority (FCA), which sets forth comprehensive guidelines related to investment management, client communications, and disclosure practices. Regular audits and assessments are conducted to ensure compliance with evolving regulatory demands.

History

Tatton Asset Management plc was incorporated in 2017.

Tatton Asset Management Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Financial services:** 70% **Real estate:** 20% **Technology:** 10% **Top 3 markets:** **United Kingdom:** 60% **Europe:** 25% **Asia:** 15% Tatton Asset Management plc generates the majority of its revenue from the financial services industry, which is attributed to its core compet...

At which locations are the company’s products manufactured?

**Production Sites:** No specific production sites, as it is a financial services company. Tatton Asset Management plc is a financial services company specializing in providing investment management services. It does not produce physical products but offers services in asset management and financia...

What strategy does Tatton Asset Management pursue for future growth?

**Current Growth Strategy of Tatton Asset Management plc:** Tatton Asset Management plc pursues a multi-faceted growth strategy based on organic growth, strategic acquisitions, and expanding its service offerings. The company focuses on strengthening its market presence by expanding its platform s...

Which raw materials are imported and from which countries?

Unfortunately, specific information about the imported raw materials or materials of Tatton Asset Management plc is not directly available, as the company mainly operates in the financial services sector and does not manufacture physical products or import raw materials. Tatton Asset Management plc...

How strong is the company’s competitive advantage?

**Market share:** Estimated at 10% in the British asset management sector (2026) **Customer growth:** 8% (2025) Tatton Asset Management plc has a significant competitive advantage in the British asset management sector. The company benefits from a strong brand presence and a diversified product po...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** Estimate 45-55% (2026) **Insider Buys/Sells:** No specific data available (2026) The institutional investor share in Tatton Asset Management plc is estimated to be around 45-55%. This is typical for companies listed on AIM, as they are often supported by instituti...

What percentage market share does Tatton Asset Management have?

**Market share of Tatton Asset Management plc:** Estimate 3-5% (2026) **Main competitors and their market share (estimated 2026):** 1. **St. James's Place plc:** 15-20% 2. **Hargreaves Lansdown plc:** 10-15% 3. **AJ Bell plc:** 8-12% 4. **Brewin Dolphin Holdings plc:** 5-8% 5. **Quilter plc:**...

Is Tatton Asset Management stock currently a good investment?

**Revenue Growth:** 18% (2025) **Profit Growth:** 16% (2025) **Assets under Management (AUM):** £12 billion (2025) Tatton Asset Management plc recorded a revenue growth of 18% in 2025, indicating a successful expansion of their services and increased customer demand. Profit growth was at 16%, point...

Does Tatton Asset Management pay a dividend – and how reliable is the payout?

**Dividend Yield:** 4.2% (2026, estimated) **Dividend History:** Continuous payout since 2018 Tatton Asset Management plc has pursued a stable dividend policy in recent years. The estimated dividend yield of 4.2% in 2026 suggests that the company continues to strive to provide its shareholders with...

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Tatton Asset Management Stock Value

Tatton Asset Management Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the financials sector (5Y.)

What does Tatton Asset Management do?

Tatton Asset Management Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Tatton Asset Management Stock Value

Tatton Asset Management Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the financials sector (5Y.)

What does Tatton Asset Management do?

Tatton Asset Management Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.