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Tatton Asset Management: AUM/I +15% over H1, forecasts & valuation upgraded
SUMMARY
- Assets Under Management / Influence (AUM/I) rose 15% over H1 to a record £28.0bn at 30 September 2026, well ahead of the trajectory required to meet the medium term target of £30bn by end FY29.
- Investment performance added £2.4bn and net flows added £1.0bn.
- Tatton Investment Management returned 8.8% versus 8.6% for the Morningstar PIMFA Private Investor Balanced Index, while the IFA base grew by 77 to 1,295.
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- Tatton Asset Management: AUM/I +15% over H1, forecasts & valuation upgraded14 Oct 2026
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