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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 2026-05-26 Report Publication Anno…
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
Notice of Investor & Analyst Presentations
Report Publication Announcement Classification · 72% confidence The document is an RNS press release announcing the dates and logistics for upcoming investor and analyst presentations tied to the company’s Final Results release. It does not contain the actual financial report or presentation materials, but rather notifies the market of when the report will be published and when the associated presentations will occur. Under our taxonomy, this falls under Report Publication Announcement (RPA), which covers notices regarding the timing and release of company reports.
2026-05-26 English
Holding(s) in Company
Major Shareholding Notification Classification · 98% confidence The document is an RNS regulatory announcement containing a TR-1 “Standard form for notification of major holdings,” detailing BlackRock’s changes in voting rights percentages, threshold dates, and share counts under DTR5. This matches the definition of a Major Shareholding Notification (crossing notifiable ownership thresholds).
2026-05-22 English
Holding(s) in Company
Major Shareholding Notification Classification · 92% confidence The document is a TR-1 notification under the FCA’s Disclosure Guidance and Transparency Rules (DTR 5), detailing that BlackRock, Inc. has crossed the 10% voting rights threshold in Tatton Asset Management PLC. It provides the issuer name, threshold crossing date, total % of voting rights, ISIN, and chain of controlled undertakings. This matches the ‘Major Shareholding Notification’ category.
2026-05-21 English
Holding(s) in Company
Major Shareholding Notification Classification · 100% confidence The document is a TR-1 form notification of major holdings filed by Tatton Asset Management PLC, reporting a change in voting rights ownership by BlackRock, Inc. It includes detailed information about the shareholding percentages, dates of threshold crossing, and the chain of controlled undertakings. The document is regulatory in nature, specifically a major shareholding notification as per FCA Disclosure Guidance and Transparency Rules (DTR5). It is not a financial report, earnings release, or management report, but a formal notification of share ownership crossing a threshold. Therefore, the appropriate classification is Major Shareholding Notification (MRQ). The document length and content confirm it is the notification itself, not just an announcement or reference to another report.
2026-05-08 English
PDMR Dealing
Director's Dealing Classification · 100% confidence The document is a notification of a transaction involving shares by a person discharging managerial responsibilities (PDMR), specifically the CEO transferring shares to a personal pension scheme. It details the nature of the transaction, prices, volumes, and regulatory compliance under the EU Market Abuse Regulation. This type of document is a report of personal share transactions by company directors and executives, which fits the definition of Director's Dealing (DIRS). The document length and content confirm it is not a brief announcement or a full financial report but a specific insider transaction disclosure.
2026-05-08 English
PDMR Dealing
Director's Dealing Classification · 100% confidence The document is a notification of a transaction involving shares by a person discharging managerial responsibilities (PDMR), specifically the Chief Investment Officer transferring shares from a General Investment Account to an ISA. It details the nature of the transaction, prices, volumes, and regulatory compliance under the EU Market Abuse Regulation. There is no financial report, earnings data, or management discussion. The document is a regulatory announcement about insider dealing, which fits the category of Director's Dealing (DIRS). The document length and content confirm it is not a brief announcement or a report publication notice but a full disclosure of a director's share transaction.
2026-05-07 English

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