Tatton breaks £10bn AUM after Verbatim funds acquisition
Addition of fund range, net flows and investment performance boost assets
Tatton Asset Management
-
-
Tatton AM sees assets smash £9bn as profits slide
Firm targeting AUM growth of £15bn in three years with £3bn worth of M&A deals anticipated
-
Tatton AM sees assets near £8bn as it rebounds from Covid hit
Virus crisis wiped £900m from AUM during the worst of the sell-off
-
Aim-listed Frenkel Topping shows up larger rivals amid coronavirus sell-off
Financial advice firm sees assets slide 4% over the quarter while Quilter sustains 14% AUM hit
-
Tatton shakes up investment team after Mark Murray exit
Astrid Schilo appointed to newly-created role of chief investment strategist
-
Ken Wotton doubles Tatton stake in Gresham House funds
The £300m funds initiated a position in the DFM at the start of 2019
-
Tatton restructures investment team as it eyes future growth
DFM makes a double hire and two promotions
-
Mifid II and low fees help boost Tatton assets by 25%
CEO touts 0.15% fee where others charge up to 2%
-
Bond ETFs lead Blackrock inflows while EM buoys Ashmore
Tatton also delivers positive results
-
Tatton confirms M&A plans as profits up 454%
CEO says conversations with small DFMs and asset managers are underway
-
Tatton M&A plans stall as assets hit £5bn
Tatton Asset Management has drawn in advisers outsourcing investment in light of Mifid II, taking assets close to £5bn, although it admits M&A plans are still “a work in progress”.
-
Conviviality short delivers for Blackrock investment trust
A short position in Conviviality has delivered for Blackrock Throgmorton, according to its first portfolio update since investors voted in favour of expanding the portfolio’s investment universe.