Shares of Wilmslow-based Tatton Asset Management plc rose about 14% on Tuesday after it published results for the year ended March 31, 2026, showing revenue increased 20.1% to £54.436 million and profit before tax increased 17.2% to £25.31 million.
Assets “under management and influence” (AUM/I) increased 11% to £24.216 billion at March 31. Latest AUM/I on June 12 were £26.486 billion.
A final dividend of 15p (FY25: 9.5p) gives a total dividend for the year of 27p, up 42.1%.
Tatton CEO Paul Hogarth said: “I am delighted to report another year of outstanding performance, with results ahead of market expectations. This is a particularly pleasing outcome given the well-anticipated and orderly conclusion of the Perspective Financial Group contract during the year and is a powerful demonstration of the fundamental strength of the underlying business and the quality and commitment of our people.
“Our core business has delivered excellent organic growth. Underlying net inflows of £2.806bn, averaging £234m per month throughout the year, drove total AUM/I to £24.216bn, an increase of 11.0% on the prior year.
“Alongside this, the number of firms using our services grew by 9.7% to 1,218, and I am particularly encouraged by the consistency of our inflows across both halves, with a stronger second half reflecting the depth and resilience of our adviser relationships and the continued strength of our organic growth engine.
“We have made excellent progress against our five-year ‘Roadmap for Growth’ strategy, targeting £30bn in AUM/I1 by March 2029. The momentum we have built gives me confidence that we may achieve this ambition ahead of schedule, though for now we are maintaining our stated target while we continue to execute with the same discipline and focus that has brought us to this point.
“The contribution Paradigm continues to make to the Group is also pleasing. Paradigm Mortgages achieved a record level of completions at £18.0bn, reflecting both the strength of the Paradigm proposition and the continued demand from our member firms, and Paradigm Consultancy delivered another dependable year.
“Taken together, these results are a testament to the dedication of our team and the quality of our partnerships with independent financial advisers across the UK.
“Our full-year dividend of 27.0 pence per share, an increase of 42.1%, reflects the Board’s confidence in the business and our commitment to delivering long-term value for shareholders.
“While we remain mindful of persistent geopolitical uncertainty and the potential for continued market volatility, our model has consistently demonstrated its resilience in precisely these conditions, and I remain confident in our ability to continue to build on our success and make further progress towards our long-term ambitions in the years ahead.”