Tatton Asset Management records 28.4% net flow increase in full-year results
Assets under management stand at £17.6bn
Assets under management stand at £17.6bn
While charges continue to fall year-on-year, according to NextWealth’s MPS Proposition Comparison Report
Firm reached year-end target £15bn FUM in first half
While Brewin Dolphin, Brooks Macdonald and Quilter products make the top 10
Following feedback from financial advisers
Assets near the firm’s target of £15bn by the end of FY24
As challenging markets offset net inflows of £907m
With the option to acquire the remaining stake ‘in due course’
It will look to ‘drive down their OCFs’
Addition of fund range, net flows and investment performance boost assets
Firm targeting AUM growth of £15bn in three years with £3bn worth of M&A deals anticipated
Virus crisis wiped £900m from AUM during the worst of the sell-off