Tatton Asset Management

Wealth Managementtattonassetmanagement.com

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

Discretionary fund management
IFA support services
Regulatory compliance consulting
Whole of market mortgages
Investment management

Where Tatton Asset Management is headquartered

Location

Headquarters

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 offering

Core 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 profile

Segments1 record

Ideal customer profiles1 record

Tatton Asset Management technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Tatton Asset Management partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Tatton Asset Management competitors and assessment

Company assessment

Direct 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 compliance and trust

Trust signal

Compliance2 records

Tatton Asset Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Tatton Asset Management leadership team

Management profile

Number of profiles

Tatton Asset Management subsidiaries and ownership

Company hierarchy

Subsidiaries3 records

Tatton Asset Management funding detail

Funding detail

Funding 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 investment

M&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?

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.