Tatton breaks £10bn AUM after Verbatim funds acquisition
Addition of fund range, net flows and investment performance boost assets
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
Financial advice firm sees assets slide 4% over the quarter while Quilter sustains 14% AUM hit
Astrid Schilo appointed to newly-created role of chief investment strategist
The £300m funds initiated a position in the DFM at the start of 2019
DFM makes a double hire and two promotions
CEO touts 0.15% fee where others charge up to 2%
Tatton also delivers positive results
CEO says conversations with small DFMs and asset managers are underway
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”.
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.