We have grown quickly since we launched in 2013. As a discretionary fund manager, we work with UK Financial Advisers to offer their clients active investment management at an accessible price.
We believe expert portfolio management is essential for all investors. That is why we offer discretionary services and portfolios to suit all investment styles, including total return, income and ethical investments, managed actively or passively. We also manage AIM portfolios as an onshore tax strategy.
Our services are designed especially for, and in partnership with, Financial Advisers. Our managed portfolio costs are among the lowest in the UK. Our platform only model is designed for simplicity, allowing investors to access our portfolios to assist them in meeting their investment needs.
What does that look like in practice?
We offer dynamic portfolio management that responds to changing market conditions.
Your clients benefit from an actively managed model portfolio service at just 0.15% (including VAT), among the lowest in the UK market.
We take care of your clients’ portfolios, leaving you to focus on managing your relationship with them.
Tatton is led by a number of the UK’s most experienced investment managers.
Tatton won the prestigious ILP Moneyfacts Award in 2017.
We have been awarded Defqato’s highest rating in recognition of our commitment to high value, low cost, customer focused service.
Risk warning: The value of investments and any income from them can fluctuate. Investors may not get back the full amount they invest. Please read the disclaimer at the bottom of this page.
13 July 2018
6 July 2018
29 June 2018
19 March 2018
Defaqto awarded Tatton a coveted 5 Star Rating in recognition of our commitment to a high value, low cost, customer centric service.