Tatton, UPGS, and Watkin Jones presented at February’s Investor Forum
We had a great night, joined by over 70 investors and our three presenting companies, Tatton Asset Management, UPGS, and Watkin Jones. If you missed it here is a brief reminder of the three companies and the videos of the presentations.
Tatton Asset Management (TAM) serves smaller, UK-based Independent Financial Advisers via two distinct business units: investment management (discretionary fund management or DFM) delivered via WRAP platforms, a rapidly growing sector with strong compliance drivers; and adviser support services (regulatory and compliance consulting and outsourcing, plus mortgage and protection insurance aggregation). Aggregate AUM at end Sept. 2019 was £7.0bn. Click here
UP Global Sourcing (UPGS) has evolved from a local business into a global success. They develop new, innovative concepts and bring professional, sought-after products to the mass market. Their offices span two continents, with headquarters in the UK, Hong Kong, Guangzhou, and Belgium.
Watkin Jones (WJG) has enjoyed a successful year under the new leadership of Richard Simpson, CEO. The student acommodation (PBSA) and Build to Rent (BTR) development and construction specialists are now targeting an annual run-rate of 3,500 PBSA beds (vs 2,723 FY19), along with 1,000 BtR (0) apartments from FY24 onwards. With strong visibility, the share are yielding over 3% and sit on a PE of 15x. Click here