We are a discretionary fund manager with £5 billion in assets (at June 2018), making us the largest platform only provider of managed portfolio services in the UK.
As a discretionary fund manager we can combine all your investments into one low cost, fully diversified, risk-rated investment portfolio. So, whether you’re seeking long term growth, regular income, or ethical investments, your portfolio will feature a blend of top performing funds, working together to help achieve your investment goals.
We begin by understanding investor needs, performing extensive research and building appropriate portfolios. Then we’ll monitor their suitability and investment performance on an ongoing basis.
Our hands-on management means we can quickly respond to changing market conditions.
Our portfolio management costs are some of the lowest you’ll find anywhere in the UK, without compromising on service or returns.
Your portfolio will be managed by one of the most experienced investment management teams in the UK.
We have been awarded Defaqto’s highest rating in recognition of our commitment to high value, low cost, customer focused service.
17 May 2019
10 May 2019
3 May 2019
19 March 2018
Defaqto awarded Tatton a coveted Five Star rating in recognition of our commitment to a high value, low cost customer centric service.