Tatton Asset Management publishes its interim results today, Tuesday 10 November, after assets under management hit a record £28 billion in the first half of its financial year.

The AIM-listed investment management and IFA support services group releases results for the six months to 30 September 2026, with an analyst briefing at 9:30am today and an investor presentation to follow on 17 November, according to its notice to the market.

The headline figure is already known. A trading update on 14 October showed assets under management and influence of £28 billion, up 15.5% over the half year, leaving the group only a short distance from the £30 billion milestone set as a medium-term ambition.

Flows kept coming in the half year

Net flows added £1.0 billion in the half year, an average of £167 million a month, according to research published after the update. Management expects flows of £200 million to £250 million a month in the second half, in line with guidance, as the group pushes towards its five-year target of £30 billion of assets under management and influence by the end of March 2029.

That target was set in June 2024, and the latest figures suggest Tatton is closing in on it well ahead of schedule. Assets have grown from £20.9 billion at the end of the 2025 financial year to £28 billion at the end of September 2026.

What investors will watch today

Investors will look for revenue and adjusted operating profit growth, the interim dividend, the operating margin, and commentary on flows in October and early November. The full-year results for the year to 31 March 2026, published in June, were ahead of market expectations, with revenue up about 20%, adjusted earnings per share up 22.3% and a sharply higher dividend, Kalkine reported.

The interim results will show whether that momentum carried into the new financial year. Tatton's model depends on steady inflows from the independent financial advisers who use its managed portfolio service, so the flow figures matter as much as the profit line. A strong first half for markets helped asset values, but advisers' willingness to keep sending client money is the real test of the business.

The shares will also be watched for any change in the dividend. Tatton has grown its payout sharply in recent years, and the interim dividend is one of the clearest signals of how confident the board feels about the second half.