Tatton Asset Management
Tatton Asset Management plc is a UK AIM-listed financial services group serving Directly Authorised financial advisers through two divisions: Tatton (on-platform discretionary fund management) and Paradigm (regulatory, compliance, mortgage, and protection services).
- Company typePublic
- Founded2017
- HeadquartersWilmslow, United Kingdom
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Tatton Asset Management does
Tatton Asset Management plc is a UK AIM-listed financial services group (public limited company, ticker TAM) founded in 2017 and headquartered at Paradigm House, Brooke Court, Wilmslow, Cheshire. It serves Directly Authorised financial advisers across the United Kingdom through two operating divisions: Tatton, the Group's investment management arm providing on-platform only discretionary fund management with a Five Star Defaqto rating, and Paradigm, the Group's IFA support services arm delivering regulatory and compliance consulting, business consulting, and whole-of-market mortgage provision (via Paradigm Mortgage Services), with Protection Services also offered. The group has grown through organic service expansion and at least one acquisition — Sinfonia Asset Management Limited, acquired in October 2019 — alongside wholly-owned subsidiaries Tatton Investment Management, Paradigm Consulting, and Paradigm Mortgage Services.
The business model combines recurring on-platform DFM fees (subscription-style recurring revenue) with professional services revenue from regulatory/compliance consulting and mortgage provision, sold directly to UK financial advisers through a sales-led go-to-market motion. Pricing is not publicly disclosed. Distribution is domestic only (United Kingdom) with no global footprint claim. Marketing relies primarily on content publishing (market commentary and investment insights) via the Tatton Investment Management news section, supplemented by an investor relations engine aimed at public-market stakeholders (share price, financial reports, AIM Rule 26 disclosures, significant shareholders, research). Customer concentration, revenue, and headcount figures are not disclosed in available sources; the company is FCA-regulated, participates in the Financial Ombudsman Service, and operates GDPR-compliant infrastructure with EEA-hosted data. Recognition includes the 2017 Money Facts Best Discretionary Fund Manager award and a Five Star Defaqto rating.
Tatton Asset Management firmographics
Firmographics- Name
- Tatton Asset Management
- Legal name
- Tatton Asset Management plc
- Website
- https://tattonassetmanagement.com
- Company type
- Public
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Tatton Asset Management plc is a UK AIM-listed financial services group serving Directly Authorised financial advisers through two divisions: Tatton (on-platform discretionary fund management) and Paradigm (regulatory, compliance, mortgage, and protection services).
- Ownership category
- akta.pro rank
Tatton Asset Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Mortgage and Nonmortgage Loan Brokers (522310), Portfolio Management and Investment Advice (52394)
- SIC
- Loan Brokers (6163), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industry
- Fee-Only Advisory (FSAEAAAL)
Keywords
Where Tatton Asset Management is headquartered
LocationHeadquarters
- HQ city
- Wilmslow
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Tatton Asset Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Discretionary Fund Management Services: On-platform only discretionary fund management services provided to Directly Authorised financial advisers across the UK.
- Regulatory and Compliance Consulting: Regulatory and compliance business consulting services for financial advisers.
- Whole of Market Mortgage Provision: Mortgage services through Paradigm Mortgage Services, offering whole of market mortgage provision to IFA clients.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Tatton Asset Management product offering
Product offeringCore offering
Tatton Asset Management provides on-platform only discretionary fund management, regulatory, compliance and business consulting services, as well as whole of market mortgage provision, to Directly Authorised financial advisers across the UK. The Group operates through two divisions: Tatton, the investment management division (discretionary fund management with a Five Star Defaqto rating), and Paradigm, the IFA support services business (regulatory, compliance and business consulting plus whole of market mortgages via Paradigm Mortgage Services).
Product overview
Tatton Asset Management is a financial services group with two main operating divisions: Tatton (investment management division) and Paradigm (IFA support services business). Tatton provides discretionary fund management with a Five Star Defaqto rating. Paradigm offers regulatory, compliance, business consulting, and whole of market mortgage services through its sub-brands Paradigm Consulting and Paradigm Mortgage Services. The company services Directly Authorised financial advisers across the UK through an on-platform only model.
Differentiator
Problem solved
Functional benefit
Brands
- Tatton: The Group's investment management division providing discretionary fund management services
- Paradigm
Products and services
- Tatton Investment Management (Discretionary Fund Management) On-platform only discretionary fund management service enabling UK Directly Authorised financial advisers to better service their clients; positioned as high-value, low-cost, customer-centric investment management with a Five Star Defaqto rating.
- Paradigm Consulting (Regulatory, Compliance & Business Consulting) Regulatory, compliance and business consulting services for UK Directly Authorised financial advisers, delivered through the Paradigm IFA support services division.
- Paradigm Mortgage Services (Whole of Market Mortgage Provision) Whole of market mortgage services provided through the Paradigm division to IFA clients, giving advisers access to the full market for client mortgage needs.
- Protection Services Protection services offered to financial advisers and their clients as part of Tatton's IFA support proposition.
Companies that use Tatton Asset Management
Customer profileSegments1 record
Ideal customer profiles1 record
Tatton Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Tatton Asset Management partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights4 records
Tatton Asset Management competitors and assessment
Company assessmentDirect peers
- 7IM (Seven Investment Management): UK discretionary fund manager serving financial advisers via model portfolios and bespoke DFM on platforms. Closest product/market fit to Tatton — both offer on-platform DFM targeted specifically at the UK IFA channel.
- Brooks Macdonald Group plc: UK-listed discretionary wealth manager focused on financial advisers, intermediaries and private clients. Closest peer in terms of DFM-only targeting of the UK IFA intermediary channel, similar to Tatton's on-platform-only model.
- Thesis Asset Management: UK discretionary investment manager providing multi-asset portfolios and DFM to UK advisers and private clients. Comparable DFM-only specialist competing for the same adviser intermediary channel as Tatton.
- LGT Vestra (LGT Wealth Management UK): UK private wealth manager with discretionary investment management and adviser services backed by the Liechtenstein-based LGT Group. Comparable DFM offering for UK HNW and advised clients, competing for the same adviser relationships.
Broad incumbents
- Rathbones Group plc: UK-listed wealth and discretionary asset manager with a substantial adviser-services franchise. Competes with Tatton in the IFA discretionary investment space, albeit with significantly broader integrated wealth capabilities.
- Evelyn Partners: UK wealth manager and professional services firm offering investment management, financial planning and platform-related services. Comparable IFA-served DFM plus broader advisory support, similar in integrated service mix to Tatton/Paradigm.
- Quilter plc: UK-listed wealth manager with a broad adviser platform and discretionary capability serving IFAs. Overlaps with Tatton in serving UK advisers with multi-asset solutions and platform services, but operates at much greater scale and a wider product set.
- AJ Bell plc: UK-listed investment platform serving advisers and direct investors, including DFM and model portfolio capability. Comparable to Tatton in targeting UK IFAs with platform-integrated discretionary solutions, though broader in product scope.
- abrdn plc: Large UK-listed asset and wealth manager with significant DFM and advised-platform business serving UK advisers. Direct functional competitor to Tatton's discretionary fund management offering for the IFA channel.
- Charles Stanley (now part of Canaccord): UK wealth manager with discretionary portfolio management and adviser-style intermediary offerings. Comparable to Tatton in serving UK advised clients with discretionary capability, but at considerably greater scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Tatton Asset Management social profiles
Digital presenceTatton Asset Management compliance and trust
Trust signalCompliance2 records
Tatton Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tatton Asset Management leadership team
Management profileNumber of profiles
Tatton Asset Management subsidiaries and ownership
Company hierarchySubsidiaries3 records
Tatton Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tatton Asset Management M&A and investment
M&A and investmentM&A1 record
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tatton Asset Management
What does Tatton Asset Management do?
Tatton Asset Management provides on-platform only discretionary fund management, regulatory, compliance and business consulting services, as well as whole of market mortgage provision, to Directly Authorised financial advisers across the UK. The Group operates through two divisions: Tatton, the investment management division (discretionary fund management with a Five Star Defaqto rating), and Paradigm, the IFA support services business (regulatory, compliance and business consulting plus whole of market mortgages via Paradigm Mortgage Services).
Is Tatton Asset Management a public or private company?
Tatton Asset Management is a public company. It is classified as public and is currently operating.
When was Tatton Asset Management founded?
Tatton Asset Management was founded in 2017. It employs 51 to 100 people.
Where is Tatton Asset Management based?
Tatton Asset Management is headquartered in Wilmslow, United Kingdom, in the Europe region.
How does Tatton Asset Management make money?
Three revenue lines are on record. Discretionary Fund Management Services are the primary driver. The others are regulatory and Compliance Consulting and whole of Market Mortgage Provision.
Who are Tatton Asset Management's main competitors?
Direct peers on record are 7IM (Seven Investment Management), Brooks Macdonald Group plc, Thesis Asset Management and LGT Vestra (LGT Wealth Management UK). Broad incumbents are Rathbones Group plc, Evelyn Partners, Quilter plc, AJ Bell plc, abrdn plc and Charles Stanley (now part of Canaccord).
Does Tatton Asset Management have an API?
No public API is recorded for Tatton Asset Management.
What industry is Tatton Asset Management in?
Tatton Asset Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAEAAAL, Fee-Only Advisory. Its NAICS code is 523940 and its SIC code is 6163.