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Tatton Asset Management plc, through its subsidiaries, engages in the provision of discretionary fund management of investment on-platform and investment wrap services in the United Kingdom. It operates in two segments, Tatton and Paradigm. The company also offers investment management for model portfolios and multi-manager funds; compliance consultancy and technical support services to independent financial advisers; and mortgage and insurance product distribution services. In addition, it markets and promotes multi-manager funds. Tatton Asset Management plc was incorporated in 2017 and is based in Wilmslow, the United Kingdom.
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| Breakdown | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | 2021-03-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | 2021-03-31 |
| Income before tax | 21.60M | 16.75M | 16.00M | 11.28M | 7.30M |
| Minority interest | 0.14M | 0.07M | - | - | - |
| Net income | 16.14M | 12.99M | 13.37M | 9.24M | 6.11M |
| Selling general administrative | 24.48M | 19.16M | 15.88M | 17.73M | 15.85M |
| Gross profit | 45.31M | 36.81M | 32.33M | 29.36M | 23.35M |
| Reconciled depreciation | 1.13M | 1.12M | 1.04M | 0.91M | 0.69M |
| Ebit | 21.72M | 17.55M | 16.62M | 11.63M | 7.51M |
| Ebitda | 22.85M | 18.47M | 17.66M | 12.54M | 8.20M |
| Depreciation and amortization | 1.13M | 0.92M | 1.04M | 0.91M | 0.69M |
| Operating income | 20.69M | 16.46M | 16.61M | 11.63M | 7.51M |
| Other operating expenses | 24.62M | 20.34M | 15.88M | 17.73M | 15.85M |
| Interest expense | 0.12M | 0.35M | 0.62M | 0.35M | 0.21M |
| Tax provision | 5.59M | 3.83M | 2.62M | 2.03M | 1.19M |
| Interest income | 1.03M | 0.64M | 0.01M | 0.00M | 0.00M |
| Net interest income | 0.91M | 0.29M | -0.61M | -0.35M | -0.20M |
| Income tax expense | 5.59M | 3.83M | 2.62M | 2.03M | 1.19M |
| Total revenue | 45.31M | 36.81M | 32.33M | 29.36M | 23.35M |
| Total operating expenses | 24.62M | 20.34M | 15.88M | 17.73M | 15.85M |
| Total other income expense net | 0.91M | 0.29M | -0.61M | -0.35M | -0.20M |
| Net income from continuing ops | 16.00M | 12.92M | 13.37M | 9.24M | 6.11M |
| Net income applicable to common shares | - | - | - | 9.24M | 6.11M |
| Breakdown | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | 2021-03-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | 2021-03-31 |
| Total assets | 62.44M | 52.46M | 51.95M | 41.35M | 31.55M |
| Intangible assets | 3.49M | 3.69M | 3.62M | 4.05M | 1.44M |
| Other current assets | 1.00M | 0.76M | 4.51M | 4.51M | 4.35M |
| Total liab | 11.89M | 9.13M | 10.16M | 10.30M | 7.10M |
| Total stockholder equity | 50.59M | 43.28M | 41.78M | 31.04M | 24.45M |
| Other current liab | 10.52M | 7.69M | 6.70M | 6.70M | 6.29M |
| Common stock | 12.11M | 12.10M | 12.01M | 11.78M | 11.58M |
| Capital stock | 12.11M | 12.10M | 12.01M | 11.78M | 11.58M |
| Retained earnings | 52.16M | 45.89M | 41.46M | 34.56M | 30.23M |
| Other liab | - | - | 2.21M | 2.49M | - |
| Good will | 9.80M | 9.80M | 9.34M | 9.34M | 6.25M |
| Other assets | - | 52.46M | - | 0.84M | 1.42M |
| Cash | 32.12M | 24.84M | 26.49M | 21.71M | 16.93M |
| Total current liabilities | 11.23M | 8.11M | 7.91M | 7.56M | 6.59M |
| Current deferred revenue | - | 0.24M | - | - | - |
| Net debt | -31.27M | -24.18M | -26.49M | -21.71M | -16.93M |
| Short term debt | 0.23M | 0.09M | - | - | - |
| Short long term debt total | 0.85M | 0.66M | - | - | - |
| Other stockholder equity | -13.68M | -16.76M | -11.69M | -15.29M | -16.51M |
| Property plant equipment | - | - | - | 0.75M | 0.99M |
| Total current assets | 40.08M | 30.05M | 30.52M | 26.37M | 21.45M |
| Net tangible assets | - | - | - | 17.66M | 16.76M |
| Short term investments | 1.13M | 0.11M | 0.12M | 0.15M | 0.16M |
| Net receivables | 5.83M | 1.11M | 0.28M | 1.07M | 1.29M |
| Accounts payable | 0.48M | 0.33M | 7.91M | 0.85M | 0.29M |
| Accumulated other comprehensive income | - | 2.04M | - | - | -0.85M |
| Common stock total equity | - | - | - | - | 11.58M |
| Non currrent assets other | 5.26M | 0.19M | 0.12M | - | -1.42M |
| Non current assets total | 22.36M | 22.41M | 21.43M | 14.97M | 10.10M |
| Capital lease obligations | 0.85M | 0.66M | - | - | - |
| Breakdown | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | 2021-03-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | 2021-03-31 |
| Investments | -1.00M | -0.66M | -0.47M | -3.11M | -0.51M |
| Change to liabilities | - | - | 0.00M | 0.91M | -0.53M |
| Total cashflows from investing activities | -1.00M | -1.55M | - | -3.11M | -0.51M |
| Net borrowings | -0.02M | -0.02M | - | -0.31M | -0.17M |
| Total cash from financing activities | -10.47M | -14.12M | -7.98M | -5.75M | -4.13M |
| Net income | 16.00M | 12.92M | 13.37M | 9.24M | 6.11M |
| Change in cash | 7.28M | -1.66M | 4.78M | 4.78M | 4.18M |
| Begin period cash flow | 24.84M | 26.49M | 21.71M | 16.93M | 12.76M |
| End period cash flow | 32.12M | 24.84M | 26.49M | 21.71M | 16.93M |
| Total cash from operating activities | 18.75M | 14.02M | 13.23M | 13.64M | 8.82M |
| Issuance of capital stock | 0.26M | 0.25M | 0.13M | 1.34M | 3.21M |
| Depreciation | 1.13M | 0.92M | 1.04M | 0.91M | 0.69M |
| Other cashflows from investing activities | 0.60M | -0.94M | - | - | - |
| Dividends paid | 10.44M | 10.85M | 7.71M | 6.64M | 5.55M |
| Change to account receivables | -1.24M | -1.58M | - | 0.31M | -0.54M |
| Sale purchase of stock | -0.05M | -3.28M | 0.00M | -0.97M | -0.97M |
| Other cashflows from financing activities | -0.22M | -0.23M | -0.40M | -0.45M | -0.82M |
| Change to netincome | - | - | - | 2.27M | 3.09M |
| Capital expenditures | 0.51M | 0.36M | 0.32M | 0.28M | 0.35M |
| Change in working capital | 1.50M | -1.53M | -0.59M | 1.22M | -1.07M |
| Stock based compensation | 1.41M | 1.24M | 1.42M | 1.49M | 3.74M |
| Other non cash items | -1.29M | 1.15M | -2.04M | 0.35M | 0.20M |
| Free cash flow | 18.25M | 13.66M | 12.91M | 13.35M | 8.47M |
Sector: Financial Services Industry: Asset Management
|
Stock Name
|
Change
(GBX) |
Price
(GBX) |
Trailing
PE (x) |
Forward
PE (x) |
Price Sales
TTM (x) |
Price to Book Value (x)
|
Enterprise Value
to Revenue (x) |
Enterprise Value
to EBITDA (x) |
|---|---|---|---|---|---|---|---|---|
| TAM Tatton Asset Management plc |
- -% |
660.00 | 22.52 | 17.18 | 7.57 | 6.24 | 6.37 | 12.78 |
| MNTN Schiehallion Fund Ltd |
-0.01 0.46% |
2.18 | 0.05 | - | 4.35 | 1.25 | 5.65 | - |
| BHMU BH Macro Limited |
- -% |
4.29 | 0.09 | - | 39.01 | 0.71 | 6.47 | - |
| TFG Tetragon Financial Group Ltd |
0.15 1.00% |
15.10 | 0.02 | 7.04 | 1.16 | 0.31 | 2.06 | 6.56 |
| BPCR BioPharma Credit PLC |
0.00 0.41% |
0.98 | 0.09 | - | 6.73 | 0.91 | 7.95 | - |
Tatton Asset Management plc, through its subsidiaries, engages in the provision of discretionary fund management of investment on-platform and investment wrap services in the United Kingdom. It operates in two segments, Tatton and Paradigm. The company also offers investment management for model portfolios and multi-manager funds; compliance consultancy and technical support services to independent financial advisers; and mortgage and insurance product distribution services. In addition, it markets and promotes multi-manager funds. Tatton Asset Management plc was incorporated in 2017 and is based in Wilmslow, the United Kingdom.
Paradigm House, Wilmslow, United Kingdom, SK9 3ND
44 16 1486 3441
113
| Name | Title | Year Born |
|---|---|---|
| Mr. Paul Henry Hogarth | CEO & Exec. Director | 1959 |
| Mr. Paul Edwards | CFO & Exec. Director | NA |
| Mr. Lothar Alfred Mentel | Chief Investment Officer & Exec. Director | NA |
| Mr. Roddi Vaughan-Thomas | Head of Communications | NA |
| Scott Adams | Head of IT | NA |
| Louise Coleman | Head of Fin. | NA |
| Mr. Robert Michael Hunt | CEO of Paradigm Mortgage Services & MD of Paradigm Consulting | NA |
| Mr. Paul Henry Hogarth | CEO & Executive Director | 1959 |
| Mr. Paul Edwards | CFO & Executive Director | 1967 |
| Mr. Lothar Alfred Mentel | Chief Investment Officer & Executive Director | 1968 |
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