We know what it takes to make investments grow.

It can be difficult to tell one investment manager from the next. What makes us different?

Tatton Investment Management Limited was launched in 2013 as a specialist platform only managed portfolio provider with a mission: to make discretionary investment management accessible and affordable to Financial Advisers and their clients.

Today, we rank among the fastest growing platform only investment managers in the UK, with £5 billion assets under management as at June 2018. 

 

  • We believe in the importance of financial advice, so we work exclusively with Financial Advisers, collaborating with them to meet their clients’ investment goals. We are our Financial Advisers’ partners, respecting and building on their relationship with their clients.
  • Our award-winning investment management team oversees a broad range of active and passive portfolios to match all investment styles and risk profiles.
  • Our portfolio management costs are among the lowest in the UK.
  • Awarded ‘Best Boutique Wealth Manager’ in both 2016 and 2017, and ‘Best Investment Product Provider 2017’ at the Wealth Adviser Awards, and 5 Star Rated by Defaqto.
  • Our portfolios are available on a number of retail investment platforms, including AEGON ARC, Amber, Aviva, ATS, Fidelity Funds Network, James Hay, Novia, Nucleus, Standard Life Wrap and Transact.

Considering us for your own investments?

FIND OUT WHAT WE DO

“At Tatton, we’re disrupting and democratising the traditional investment management model. We’re easing the burden on Financial Advisers and lowering the costs to make high-quality portfolios readily available to investors. The net result is investment portfolios that are equitable for everyone.”

Lothar Mentel Chief Executive Officer
Lothar Mentel