Company Tatton Asset Management plc

Equities

TAM

GB00BYX1P358

Investment Management & Fund Operators

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Sector Investment Management

Delayed London S.E. Other stock markets 06:08:59 2024-04-25 am EDT			5-day change	1st Jan Change
578.5 ^GBX	+0.78%		+0.43%	+8.73%

Apr. 16	Tatton Asset Management shares rise as funds under management climb	AN
Mar. 28	Tatton Asset Management CEO sells GBP1.1 million in shares	AN

Tatton Asset Management plc is a United Kingdom-based company, which provides on-platform only discretionary fund management, regulatory, compliance and business consulting services, as well as whole market mortgage provision, to Independent Financial Advisers (IFAs) across the United Kingdom. The Company operates through two operating divisions: Tatton, which is its investment management division, and Paradigm, which is its IFA support services business. These operating divisions provide support services, such as compliance and business advice to help directly authorized firms respond to market and regulatory changes, comprehensive mortgage and protection propositions, and access to discretionary fund management exclusively through fund platforms. Its subsidiary, Paradigm Mortgage Services LLP (PMS), provides a range of mortgage and related support services, such as specialist lending distributors, conveyancing partners and general insurance.

Number of employees: 103

GBP in Million	2022	Weight	2023	Weight	Delta
Tatton 80.2 %	23	79.5 %	26	80.2 %	+11.07%
Paradigm 19.8 %	6	20.4 %	6	19.8 %	+6.82%
Central 0.0 %	0	0.1 %	0	0.0 %	-137.50%

GBP in Million	2022	Weight	2023	Weight	Delta
United Kingdom 100.0 %	29	100.0 %	32	100.0 %	+10.12%

Managers	Title	Age	Since
Paul Hogarth FOU	Founder	64	06-12-31
Paul Edwards DFI	Director of Finance/CFO	57	18-04-29
Lothar Alfred Mentel CIO	Chief Investment Officer	56	17-06-30
Roddi Vaughan-Thomas IRO	Public Communications Contact	-	18-03-31

Members of the board	Title	Age	Since
Paul Hogarth FOU	Founder	64	06-12-31
Roger Cornick CHM	Chairman	80	17-07-05
Lothar Alfred Mentel CIO	Chief Investment Officer	56	17-06-30
Christopher Poil BRD	Director/Board Member	-	17-07-05
Paul Edwards DFI	Director of Finance/CFO	57	18-04-29
Lesley Watt BRD	Director/Board Member	59	21-04-26

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	60,511,399	44,658,793 ( 73.80 %)	0	73.80 %

Name	Equities	%	Valuation
Paul Hogarth 15.10 %	9,136,663	15.10 %	66 M p
Liontrust Investment Partners LLP 12.94 %	7,832,471	12.94 %	56 M p
BlackRock Investment Management (UK) Ltd. 11.99 %	7,256,628	11.99 %	52 M p
abrdn Investments Ltd. 5.182 %	3,135,464	5.182 %	22 M p
Gresham House Asset Management Ltd. (Investment Management) 4.109 %	2,486,277	4.109 %	18 M p
Chelverton Asset Management Ltd. 3.941 %	2,385,000	3.941 %	17 M p
Link Fund Solutions Ltd. 3.662 %	2,216,168	3.662 %	16 M p
Aegon Asset Management UK PLC 3.046 %	1,843,453	3.046 %	13 M p
Franklin Templeton Fund Management Ltd. 1.900 %	1,150,000	1.900 %	8 M p
Lothar Alfred Mentel 1.835 %	1,110,233	1.835 %	8 M p

Tatton Asset Management Plc

Paradigm House Brooke Court

SK9 3ND, Wilmslow

+44 16 1486 3441

http://www.tattonassetmanagement.com

address Tatton Asset Management plc(TAM)

Name	Category and Sector
Tatton Investment Management Ltd. Tatton Investment Management Ltd. Investment ManagersFinance Tatton Investment Management Ltd. (TIML) is the investment management subsidiary of Tatton Asset Management Plc (LON: TAM) in Great Britain. Headquartered in London, the firm was founded by Lothar Mentel in 2013. TIML provides a range of discretionary services and funds are distributed through Financial Advisers and Investment Platforms only.	Investment Managers

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5.74 GBP

Average target price

6.45 GBP

Spread / Average Target

+12.37%

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	1st Jan change	Capi.
TATTON ASSET MANAGEMENT PLC	+8.73%	428M
BLACKSTONE INC.	-5.45%	89.4B
KKR & CO. INC.	+16.80%	85.64B
ARES MANAGEMENT CORPORATION	+14.32%	26.46B
LEGAL & GENERAL PLC	-5.71%	18.29B
AMUNDI	+5.28%	14.07B
FRANKLIN RESOURCES, INC.	-14.90%	13.35B
HDFC ASSET MANAGEMENT COMPANY LIMITED	+15.06%	9.38B
BLUE OWL CAPITAL INC.	+26.04%	8.75B
LUMINE GROUP INC.	+22.07%	6.83B

Investment Management