Our 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.
Until now, active portfolio management existed beyond the reach of most retail investors, being restricted to the clients of expensive private banks. That’s why we founded Tatton: to offer dedicated investment management and world class market research to all investors.
With our Managed Portfolio Service, there’s no need for clients to track the market or make difficult investment decisions themselves. Tatton does that for them, in close partnership with you.
A full range of diversified portfolios
Tatton offers five portfolio ranges to suit all investment styles. Each contains up to six risk rated diversified portfolios, all invested in a range of underlying funds.
Building our portfolios this way means our investment managers spread risk across different asset classes and ensure investment management costs stay low.
Within this range we also offer ethical portfolios. This option combines positive and negative investment screening, to help investors make a positive difference to our society and environment.
As a Financial Adviser you work with your clients to decide which investment strategy and portfolio is right for them while we look after the details. We work exclusively with Financial Advisers, so you know you’re getting the best, most focused service possible. No distractions, no surprises.
Maximum flexibility for best possible returns
We begin by understanding clients' investment needs, performing extensive research and building appropriate portfolios.
Then we monitor their suitability and investment performance on an ongoing basis. Through constantly exploring new investment opportunities and avoiding over-valued asset classes, we look to offer better returns by making portfolios more flexible, responsive and cost effective.
The best bit? As a Financial Adviser, you’re kept fully informed and aware of our work on your behalf.
A word about risk
As with any investment, there are no guarantees. Past performance can be useful, but it isn’t a guide to the future and investments’ value can go up or down. This is why it’s essential that investors discuss their needs and goals with you, the Financial Adviser, before using the Tatton service.
Access to investments
Portfolios designed to offer maximum simplicity and flexibility:
Designed for investors who value active stock picking. Actively managed investment funds concentrate on discriminately picking securities which are deemed to offer better return opportunities than others.
Our low cost option for investors who value market efficiency over stock picking. The Tracker investment strategy mainly invests in passively managed funds (trackers).
Designed for cost-conscious investors favouring both active and passive investment, but not ready to depend fully on one or the other.
Our route to sustainable, socially responsible investment, without compromising on quality. Actively managed and diversified, our Ethical Portfolio is based on strict environmental, social, governance (ESG) and ethical principles.*
Aiming to generate a consistent source of growing income for each risk level, while growing the money originally invested in line with the rate of UK inflation, or higher. When it comes to investment, one size does not fit all.
* Investors should remember that limiting their investment to certain areas could lead to smaller returns.