s Tatton Investment Management for Advisers

FOR FINANCIAL ADVISER USE ONLY

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    Investment Excellence

    Competitive fees, managing risk, delivering returns

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    Working with Advisers

    Investments designed to work for Advisers and your clients

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    Multi-award winning

    29 portfolios across 13 platforms and five risk profilers

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 £6.6 billion in assets under management as at 31 March 2020.

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.

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 Core

Tatton Core Portfolios

Tatton Income

Tatton Income Portfolios

Tatton AIM Inheritance Tax Portfolio

Tatton AIM Inheritance Tax Portfolio

News

Tatton Views

10 August 2020

Monday Digest

7 August 2020

Living with COVID- settling into an interim ‘new normal’

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

Justine Randall

Justine Randall
Sales Director

Alex Antonius

Alex Antonius
Director of Business Services

Claire Bennison

Claire Bennison
Director of Investment Solutions

Jim Kean

Jim Kean
Chief Economist

James Saunders, CFA

James Saunders, CFA
Head of Portfolio Management

Roddi Vaughan-Thomas

Roddi Vaughan-Thomas
Head of Communications and Marketing

Our Investment Management Team

Astrid Schilo

Astrid Schilo
Chief Investment Strategist

Chris Swanepoel, CFA

Chris Swanepoel, CFA
Head of AIM Investments

John Messer

John Messer
Investment Manager

Emma Dixon

Emma Dixon
Investment Manager

Anthony Graham

Anthony Graham
Fund Research Analyst

Adam Rawling

Adam Rawling
Investment Analyst

Our Investment Specialist Team

Sam Leary

Sam Leary
Investment Specialist

Chris Robinson

Chris Robinson
Investment Specialist

Dimitra Liga

Dimitra Liga
Trainee Investment Specialist

Our Business Development Team

Jack Bennett

Jack Bennett
Business Development Director

Steve Martell

Steve Martell
Business Development Director

John Ryan

John Ryan
Business Development Director

Ryan Seaton

Ryan Seaton
Business Development Director

Scott White

Scott White
Business Development Director

Support and Marketing

Alistair Coward

Alistair Coward
Relationship Manager & Advisory Portfolio Manager

Isabelle Featherstone

Isabelle Featherstone
Marketing Executive

Credentials

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

Our Recent Awards

Moneyfacts
Wealth Adviser
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
Embark
Funds Network
Funds Network
James Hay
Nucleus
Novia
Seven Investment Management
Standard Life
Transact