TATTON ASSET MANAGEMENT PURCHASES 50% STAKE IN 8AM GLOBAL LIMITED

Tatton Asset Management has entered into an agreement to acquire 50% of investment manager 8AM Global.

Tatton Asset Management offers on-platform only discretionary fund management, regulatory, compliance and business consulting services, as well as a whole of market mortgage provision, to Directly Authorised financial advisers across the UK.

The deal is for a total consideration of £7m that will see Tatton acquire half of the issued share capital, it also has an option to acquire a further 50% in due course, with the transaction still subject to regulatory approval.

8AM Global is an Investment Manager, whose main focus is on managed portfolio services (MPS) and a small range of multi-manager funds. It has £800m in assets under management, which will be added to Tatton’s existing client assets of £11.3bn.

CEO of Tatton Asset Management, Paul Hogarth said: “With a three-year target of £6bn of growth in AUM, at the end of the first year we remain on target to achieve this.

“This year we have grown organically by £1.7bn and acquisitions to date have contributed a further £600m, a total contribution of £2.3bn towards the target and on completion 8AM will further enhance this number.

“We look forward with confidence as we make further progress and continue to deliver against our strategic objectives.”

What this acquisition means for the buyer

For Tatton Asset Management, acquiring a 50% stake in 8AM Global represents a strategic step in expanding its investment management capability within the managed portfolio services (MPS) segment. The transaction adds approximately £800m in assets under management to the group and may support further scale across Tatton’s existing platform-based discretionary fund management model.

The option to acquire the remaining 50% in due course suggests a phased integration approach, allowing for performance review and operational alignment over time. This type of structure may support continuity within 8AM Global’s existing investment processes while gradually embedding the business into Tatton’s wider infrastructure.

Overall, the transaction aligns with Tatton’s stated growth objectives and reflects its ongoing focus on expanding assets under management through a combination of organic growth and selective acquisitions.

What this means for sellers in the sector

For owners of investment management firms, particularly those operating within MPS or multi-manager strategies, this transaction highlights continued interest from larger platform-based groups seeking scalable investment solutions.

Partial investment structures, such as staged equity purchases or options for full acquisition, may provide an alternative route for business owners who are not seeking an immediate full exit. This can allow for continued involvement in the business while aligning with a larger organisation over time.

Businesses with established AUM, repeatable investment processes, and compatibility with platform-based distribution models may be particularly relevant to this type of buyer activity.

Market trend context

The UK wealth and investment management sector continues to see growth in platform-based discretionary fund management and managed portfolio services. Larger firms are increasingly acquiring or partnering with investment managers to increase scale, improve efficiency, and expand model portfolio offerings.

Staged acquisitions and minority-to-majority transaction structures are also becoming more common, allowing buyers to manage integration risk while maintaining continuity in investment processes. This reflects a broader trend towards incremental consolidation within the asset and wealth management space.

How Capital & Trust typically supports transactions like this

Capital & Trust acts as a business broker, identifying and introducing potential acquisition opportunities to firms seeking to expand their investment and wealth management capabilities. The firm facilitates introductions between parties and supports initial 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 early discussions. Its role is limited to originating and facilitating introductions, while all regulated financial, legal, and technical matters are handled by external advisers appointed directly 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.