FOR FINANCIAL ADVISER USE ONLY

At Tatton Investment Management Limited, we understand the challenges Financial Advisers face.

We work hard to manage the investments of your clients to help you grow your clients’ wealth, so you can focus on what you do best: building relationships.

Our core offering is a range of risk-profiled discretionary investment portfolios designed to suit most investment styles. Available only through platforms, they are built around our philosophy of making high-quality investment management accessible and affordable.

Established in 2013, we are now ranked among the fastest-growing platform-only investment managers in the UK, with more than £6.1 billion in assets under management as at 31st March 2019.

We provide Financial Advisers with services that help their clients meet their objectives.

Our award-winning investment team oversees a range of investment portfolios designed to meet virtually all investor types.

Our portfolio management fees are among the lowest in the UK.

Why invest with Tatton?

It is no secret that Financial Advisers face more time pressures than ever before. Fast-moving financial markets, tighter regulations and an increased compliance burden are all chipping away at the time you can spend with your clients.

We know your time is precious. The task of researching, rebalancing and allocating your client’s investments has become complex, time consuming and a heavy regulatory burden. A discretionary investment manager removes these challenges and the cost in management time and the bottom line of new regulation. We manage, monitor and make the decisions on what investments to buy and sell, managing portfolios to help your clients achieve their investment objectives – a complementary service to support advisers’ expertise.

When you outsource your investment management, you save time, reduce business risk and focus on what’s more important: providing a personal service for your clients.

The value of a DFM

Our discretionary Managed Portfolio Service provides your clients with a diversified, actively managed investment portfolio, built around their aims, risk profile and investment style. That means expert investment management at low cost.

Reasons to Recommend

Proven capabilities and process

Our investment team follows a clearly defined and robust investment process that draws on its experience and expertise. Each investment decision is well-considered, leading to investments containing the most suitable allocations of global assets, regions and strategies to help meet investors’ needs.

Easy, low-cost, platform-only strategies

Our dedication to working with Financial Advisers means we understand the importance of choice, flexibility and affordability. There are no obligations or tie-ins when clients and Financial Advisers choose to invest with us.

Our sole focus is on investment management

We believe the importance of high-quality financial advice. Our sole purpose is to partner with Financial Advisers who are seeking an investment manager that can provide them with the investment services they need to meet their clients’ needs.

Benefits

End-to-end investment management

Focus on your core strengths of financial planning and building relationships rather than building and maintaining investment portfolios.

Reduced compliance burden

Your main concern is ensuring your client’s attitude to risk is matched to a suitable portfolio. Outsourcing your investment management to a DFM takes away the compliance costs associated with managing a portfolio.

Less admin, lower costs

DFMs need not be expensive. By selecting a portfolio manager that offers a range of options at a reasonable price, you not only reduce the amount of time you spend on investment management, but you also reduce what your client spends on fees.

Our Investment Approach

Our aim is to produce outcomes that align with our investors’ objectives by managing risk, keeping costs low and generating sustainable returns. We call this investment excellence.

When we invest, we begin by taking a top-down view of the global economy before working our way towards the individual funds that we believe will capture a given investment opportunity. We won’t compromise risk to chase returns, which is why we believe it is important to look at the bigger picture.

Our investment professionals work in a tight-knit, collegiate atmosphere that encourages the sharing of ideas. The team meets on a regular basis to review developments in financial markets and the global economy, with all decisions on new investments and portfolio rebalancing determined by the investment committee.

What makes the Tatton team different?

Our investment approach and business ethos.

Tatton brings together proven, knowledgeable investment professionals, dedicated to delivering the best experience for Financial Advisers and their clients.

Our Leadership Team

Lothar Mentel

Lothar Mentel
CEO & Chief Investment Officer

Helen O'Neill

Helen O'Neill
Chief Operating Officer

Alex Antonius

Alex Antonius
Director of Business Services

Claire Bennison

Claire Bennison
Director of Investment Solutions

Jim Kean

Jim Kean
Chief Economist

Justine Randall

Justine Randall
Sales Director

James Saunders, CFA

James Saunders, CFA
Deputy Head of Investment

Roddi Vaughan-Thomas

Roddi Vaughan-Thomas
Head of Communications and Marketing

Our Investment Management Team

Emma Dixon

Emma Dixon
Investment Manager

John Messer

John Messer
Investment Manager

Adam Rawling

Adam Rawling
Investment Analyst

Chris Swanepoel, CFA

Chris Swanepoel, CFA
Head of AIM Investments

Mark Murray, CFA

Mark Murray, CFA
Portfolio Manager/Analyst (AIM)

Our Investment Specialist Team

Sam Leary

Sam Leary
Investment Consultant

Chris Robinson

Chris Robinson
Investment Analyst & Strategist

Our Business Development Team

Jack Bennett

Jack Bennett
Business Development Manager

Simon Church

Simon Church
Business Development Director

Steve Martell

Steve Martell
Business Development Director

Ryan Seaton

Ryan Seaton
Business Development Director

Scott White

Scott White
Business Development Director

Products

Our range of discretionary services and funds are distributed through Financial Advisers and Investment Platforms only.

Click icons to view more

Tatton Tracker

Tatton Tracker Portfolios

Tatton Income

Tatton Income Portfolios

Tatton AIM Inheritance Tax Portfolio

Tatton AIM Inheritance Tax Portfolio

Tatton Core

Tatton Core Portfolios

Tatton Blended

Tatton Blended Funds

Credentials

We are very proud of the awards that we have won, all voted for by Financial Advisers.

Our Recent Awards

Wealth Adviser
Moneyfacts
Defaqto

We are available through the following risk tools:

Defaqto
Dynamic Planner
EValue
FE
Synaptic Risk

We are accessible on the following platforms:

Aegon
Alliance Trust
Amber
Aviva
Funds Network
Funds Network
James Hay
Nucleus
Novia
Standard Life
Transact

The Tatton Weekly

13 September 2019

Market sentiment rebound

by Lothar Mentel

6 September 2019

Choppy water but no storm, yet

by Lothar Mentel

30 August 2019

Fattening 'tails'

by Lothar Mentel

23 August 2019

Populism Politics Reversing Austerity?

by Lothar Mentel