TATTON ASSET MANAGEMENT COMPLETES ON PURCHASING 50% STAKE IN 8AM GLOBAL LIMITED

Tatton Asset Management has completed its purchase of a 50% stake in investment manager 8AM Global. As part of the deal, there was also an option for Tatton to acquire a further 50% of 8AM in due course.

Back in April 2022 Tatton said it would buy 50% of the business for £7m subject to regulatory approval. The deal was approved, and it will provide Tatton’s IFAs’ clients access to an extended range of risk profiled investments utilising 8AM’s proposition.

When the deal completes, 8AM’s AUM is expected to be £800m and it is anticipated to generate adjusted profits of £700m in its first full year under Tatton’s ownership.

Paul Hogarth, Tatton’s CEO said: “I am delighted to announce the completion of the acquisition of 50% of the share capital of 8AM Global Limited, an ambitious and growing DFM MPS business. The business complements TAM’s existing core MPS offering which has continued to see strong net inflows over the first four months of this financial year. 8AM brings with it an experienced and motivated management team who are well known to us and culturally aligned to the values of the group. We are very much looking forward to working with them.”

Tatton’s full-year results, published June 2022, revealed its AUM jumped 26% to £11bn, up from £9bn the year prior.

Net flows also increased, by 76% over the year, from £204m to £360m, as revenues grew £29.4m.

What this acquisition means for the buyer

For Tatton Asset Management, completion of the 50% acquisition of 8AM Global formalises its strategic partnership within the managed portfolio services (MPS) segment. The transaction enhances Tatton’s access to a broader range of risk-profiled investment solutions, supporting its platform-based discretionary fund management model and expanding options available to its adviser network.

With regulatory approval now secured, the integration of 8AM Global may provide operational alignment and potential scalability benefits as the business operates alongside Tatton’s existing investment proposition. The cultural alignment between both management teams is also expected to support continuity and collaboration during the next stage of development.

Overall, the completion reinforces Tatton’s wider growth strategy, combining organic expansion with targeted acquisitions designed to strengthen its position in the UK MPS and investment management market.

What this means for sellers in the sector

For owners of investment management or MPS-focused businesses, this transaction highlights how phased acquisitions can progress from agreement to completion, often with ongoing strategic alignment between both parties.

It also reflects continued buyer interest in businesses with established investment processes, experienced management teams, and scalable model portfolio propositions. In some cases, sellers may encounter structures that involve partial disposals or staged exits, allowing continued involvement in the business while integrating into a larger platform.

This type of transaction may appeal particularly to firms seeking long-term continuity while also accessing broader distribution and operational capabilities.

Market trend context

The UK investment management sector continues to see increased adoption of managed portfolio services (MPS) and platform-based discretionary models. Larger asset managers are expanding through both acquisition and strategic investment in specialist firms to broaden investment choice and improve scalability.

There is also a continued trend towards phased deal structures, where initial minority stakes can progress to full ownership over time. This allows for reduced integration risk while enabling alignment between investment philosophies and operational frameworks across groups.

How Capital & Trust typically supports transactions like this

Capital & Trust acts as a business broker, sourcing and introducing potential acquisition opportunities to firms seeking to expand their investment management and advisory capabilities. The firm facilitates introductions between parties and supports early-stage engagement where there is mutual interest in exploring a transaction.

Where appropriate, Capital & Trust may assist in coordinating communication between buyers, sellers, and their appointed professional advisers during initial discussions. Its role is limited to originating and facilitating introductions, while all regulated financial, legal, and technical matters are handled by external advisers appointed by the parties.

If you’d like a confidential, obligation-free discussion about selling or acquiring a Wealth Management / Asset Management business, please click here, alternatively contact us on 0207-043-4300 or email us.