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    Built around you.

    Tatton works exclusively with you, designing our investment services around the needs of your clients.

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    Tatton Ethical Portfolios now available

    For investment with integrity

A discretionary fund manager with £5 billion of assets under management as at April 2018, we are the UK’s largest provider of platform only managed portfolio services.

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?

Investment Portfolio

YOUR CLIENTS' INVESTMENTS IN ONE PLACE

We offer dynamic portfolio management that responds to changing market conditions.

High Net Worth

Managed PORTFOLIO SERVICE
AT LOW COST 
 

Your clients benefit from an actively managed model portfolio service at just 0.15% (including VAT), among the lowest in the UK market. 

Client Relationship

Your client relationship in your handS

We take care of your clients’ portfolios, leaving you to focus on managing your relationship with them.

Investment Expertise

AWARD WINNING INVESTMENT EXPERTISE

Tatton is led by a number of the UK’s most experienced investment managers. 

Operational Efficiency

NAMED BEST DISCRETIONARY FUND MANAGER

Tatton won the prestigious ILP Moneyfacts Award in 2017.

5 star

5 STAR rated
by Defaqto

We have been awarded Defqato’s highest rating in recognition of our commitment to high value, low cost, customer focused service.

What can we do for you and your clients?

AWARD-WINNING INVESTMENT

Latest News


Tatton Asset Management

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.

Introducing the Tatton Managed Portfolio Service (TMPS)

3 November 2017

The Tatton Managed Portfolio Service (TMPS) uses some of the leading names in investment research and fund management.