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Tatton Asset Management PLC
Paradigm House, Brooke Court,
Phone: +44 1614863441p:+44 1614863441 WILMSLOW, SK9 3ND  United Kingdom Ticker: TAMTAM
Business Summary
Tatton Asset Management plc is a United Kingdom-based company, which provides on-platform only discretionary fund management, regulatory, compliance and business consulting services, as well as whole market mortgage provision, to Independent Financial Advisers (IFAs) across the United Kingdom. The Company operates through two operating divisions: Tatton, which is its investment management division, and Paradigm, which is its IFA support services business. These operating divisions provide support services, such as compliance and business advice to help directly authorized firms respond to market and regulatory changes, comprehensive mortgage and protection propositions, and access to discretionary fund management exclusively through fund platforms. It provides an outsourced proposition for IFAs allowing them to provide compliant and effective investment portfolio management for their on-platform based clients, at a lower charge than traditional discretionary fund manager propositions.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
YesYes-----

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
9/30/20243/31/2024Yes----

Industries
SIC Code Description
6282 Investment advice
6719 Offices of holding companies, not elsewhere classified

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Non-Executive Independent Chairman of the Board Roger C.Cornick 7/6/2017 7/6/2017
Chief Executive Officer, Executive Director Paul H.Hogarth 7/7/2017 7/7/2017
Chief Financial Officer, Executive Director PaulEdwards 56 5/1/2018 5/1/2018
4 additional Officers and Directors records available in full report.

Business Names
Business Name
Sinfonia Asset Management Limited
TAM

General Information
Number of Employees: 103 (As of 3/31/2024)
Outstanding Shares: 60,548,880 (As of 9/30/2024)
Stock Exchange: LON


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Wednesday, November 20, 2024