Wilmslow-based Tatton Asset Management plc said its assets under management (AUM) increased 11% to £24.2 billion in the year to March 31, 2026, despite the previously announced contract cancellation by Perspective Financial Group (PFG) having an impact to AUM of £3.3 billion.

In a trading update, Tatton reported underlying net inflows of £2.8 billion in the year.

Paul Hogarth, Founder and CEO of Tatton Asset Management plc, said: “I am proud that we have delivered another year of strong performance and continued the long-term growth momentum we have consistently built since inception.

“Our core business has achieved excellent organic growth, with underlying organic net inflows of £2.806 billion and market and investment performance of £2.456 billion driving total AUM/I to £24.216 billion, an increase of 11.0% over the prior year.

“The number of firms using our services grew by 9.7% to 1,218, and our investment proposition continues to attract recognition across the market, a testament to the strength and consistency of our adviser-led growth model.

“We have continued to make excellent progress towards our five-year ‘Roadmap for Growth’ strategy, targeting £30 billion in AUM/I by 2029. Against a volatile and challenging macroeconomic and geopolitical backdrop, I am particularly pleased with the consistency of our underlying net inflows throughout the year, with a stronger second half contributing to a full-year average of £234 million per month and at the top of our guidance range.

“This performance reflects the quality of our people and the depth of our adviser relationships.

“The contribution Paradigm continues to make to the Group is also pleasing. Paradigm has delivered a strong and consistent performance, with Paradigm Mortgages achieving a record level of completions at £17.5 billion and Paradigm Consultancy contributing another dependable year.

“Taken all together these results are a testament to the dedication of our team and the strength of our partnerships with independent financial advisers and I remain confident in our long-term vision for the Group and in our ability to continue to achieve our targets in the years ahead.

“The Board expects that our financial performance for FY26 will be towards the upper end of market expectations. While we are mindful of ongoing geopolitical and economic volatility and its impact on global markets, we remain optimistic and look forward to building on our success and making further progress in the new financial year ahead.”