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TATTON ASSET MANAGEMENT PLC — Investor Relations & Filings

Ticker · TAM ISIN · GB00BYX1P358 LEI · 213800G2F8I1N7HTVP88 IL Financial and insurance activities
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Filings indexed 404 across all filing types
Latest filing 2025-07-22 Share Issue/Capital Cha…
Country GB United Kingdom
Listing IL TAM

About TATTON ASSET MANAGEMENT PLC

https://tattonassetmanagement.com/

Tatton Asset Management PLC provides a range of services for financial advisers, operating through two core divisions. Its investment management division, Tatton, offers on-platform only discretionary fund management (DFM) services. Its support services division, Paradigm, provides regulatory and compliance consulting, business support, and whole-of-market mortgage services to Directly Authorised financial advisers. The group's integrated model is designed to support adviser firms, enabling them to expand their operations and enhance client services.

Recent filings

Filing Released Lang Actions
Exercise of Options, PDMR Dealing and TVR
Share Issue/Capital Change Classification · 99% confidence The document is an official announcement disseminated via RNS (RNS Number: 0916S) dated July 22, 2025. The content explicitly details the 'Exercise of Options, PDMR Dealing and Total Voting Rights' involving the Chief Investment Officer, Lothar Mentel. This type of filing, reporting personal share transactions by directors/executives (PDMR dealing) and subsequent changes to total voting rights, directly corresponds to the definition of Director's Dealing (DIRS). Although it is distributed via RNS, the specific content mandates the DIRS classification over the general RNS fallback.
2025-07-22 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is explicitly identified by the header 'RNS Number : 0021R' and contains the standard structure for a 'TR-1: Standard form for notification of major holdings'. This form is used to report changes in significant share ownership (crossing thresholds). This directly corresponds to the definition for Major Shareholding Notification (MRQ). Although it is distributed via RNS, the specific content dictates the MRQ classification over the general RNS fallback.
2025-07-14 English
Holding(s) in Company
Major Shareholding Notification Classification · 100% confidence The document is explicitly labeled with 'RNS Number : 6219Q' and contains the header 'TR-1: S tandard form for notification of major holdings'. This form (TR-1) is used in the UK/EU regulatory framework (DTR5) to report changes in major shareholdings. This type of filing is a specific regulatory disclosure concerning ownership changes, which falls under the category of Major Shareholding Notification (MRQ). Although RNS is present, MRQ is more specific for this content type.
2025-07-10 English
Holding(s) in Company
Major Shareholding Notification Classification · 100% confidence The document is explicitly labeled with "RNS Number : 3803Q" and contains the header "National Storage Mechanism". The content is a "TR-1: Standard form for notification of major holdings" concerning BlackRock, Inc.'s change in voting rights in Tatton Asset Management PLC, dated July 9, 2025. This type of mandatory disclosure to the Financial Conduct Authority (FCA) regarding changes in significant share ownership thresholds falls directly under the definition of a Major Shareholding Notification. The code for this is MRQ.
2025-07-09 English
Exercise of Options, PDMR Dealings and TVR
Declaration of Voting Results & Voting Rights Announcements Classification · 99% confidence The document is clearly identified as an RNS announcement by the header 'RNS Number : 6113O'. The content details the 'Exercise of Options, PDMR Dealings and Total Voting Rights' for directors (PDMRs) of Tatton Asset Management PLC. This type of filing, which reports insider transactions (Director's Dealing) and resulting changes in total voting rights, is a mandatory regulatory disclosure. While it contains elements of Director's Dealing (DIRS), the primary structure and context (RNS Number, FCA/LSE context, notification format) strongly suggest it is a general regulatory announcement. Since 'Director's Dealing' (DIRS) is a specific category for personal share transactions by directors, and this document explicitly details these transactions, DIRS is the most appropriate classification over the general RNS fallback, although RNS is also highly relevant due to the distribution mechanism.
2025-06-26 English
Notice of AGM
AGM Information Classification · 98% confidence The document explicitly states 'Notice of AGM' and mentions that the Annual General Meeting will be held on a specific date and time. It also notes that copies of the Annual Report and the Notice of AGM have been distributed. Since this document is a formal announcement regarding the scheduling and logistics of the AGM, it fits the definition of AGM Information (AGM-R). Although it mentions the Annual Report, the primary focus and title is the 'Notice of AGM'. Given the short length (2603 chars) and the nature of the announcement, it is classified as AGM-R rather than the full 10-K or a general RPA, as AGM-R is a more specific category for meeting notices.
2025-06-23 English

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