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Investment Excellence
Competitive fees, managing risk, delivering returns
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Working with advisers
We believe that financial advice is essential for investors
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Multi-award winning
29 portfolios across 11 platforms and five risk profilers
Tatton Investment Management Limited was launched in 2013 and is one of the fastest growing investment managers in the UK, managing £6.6 billion in assets under management as at 31 March 2020.
Our award-winning investment team manages our range of discretionary portfolios and funds for the clients of Financial Advisers.
As a firm we work closely with Financial Advisers without interfering in the relationship with their clients. We believe financial advice is essential, which is why our portfolios are only available through Financial Advisers.
Why invest with Tatton?
A full range of diversified investment portfolios
We offer five ranges of investment portfolios built around different investment outcomes. Each has up to six risk-rated diversified portfolios that invest in a range of underlying funds. Our investment team spreads risk across different assets and ensures any investment costs stay low. We also offer a full range of ethical portfolios.
Your Financial Adviser will help you to work out which strategy and investment portfolio is right for you, based on your investment goals, how long you plan to invest and how you feel about risk.
More flexibility to target better returns
Once your Financial Adviser understands what you want to achieve, we will manage your investments in an investment portfolio that stays close to your goals and risk profile. We actively manage the portfolio and we are not limited to using any particular fund manager, investment style or geographical location. It means we can explore new opportunities as they arise and help protect portfolios from over-valued investments. We believe this approach can offer better returns by making our portfolios flexible, responsive and cost effective.
A word about investment risk
As with any investment, there are no guarantees and the value of investments can go down as well as up. We manage the investment risk within our portfolios to stay in line with what our investors are comfortable with. It’s so important to discuss your needs and goals with your Financial Adviser, so that your investments are managed to meet your expectations both in terms of potential gains and your ability to withstand any losses.
Our Investment Approach
Our aim is to produce outcomes that align with our investors’ objectives by managing investment 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 investment risk to chase returns, which is why we believe it is important to look at the bigger picture.
Our seven-step investment process
The value of investments can go down as well as up and you may get back less than the amount invested.
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.
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Tatton Tracker Portfolios
Tatton Core Portfolios
Tatton Tracker Portfolios
The Tatton Tracker Portfolios are constructed from passive funds. The portfolios are managed in the same way as our other portfolios and following the same geographical and asset allocation strategies, with the exception of using passive rather than actively managed funds. Passive funds have lower charges meaning the Tatton Tracker portfolios have the lowest costs of any of our portfolios.
We have two strategic asset allocations – the Classic which is the most familiar to many investors since it has a higher allocation to UK based investments and the Global which exploits the opportunity of the wider global economy without the comfort of a slightly more UK centric allocation.
The funds we select invest in UK and global equities, fixed income, alternatives and cash.
The Tatton Tracker portfolios use our seven-stage investment process to ensures our investment team’s ideas and standards are applied consistently for all of our investors.
The value of investments can go down as well as up and you may get back less than the amount invested.
Tatton Core Portfolios
The Tatton Core Portfolios are a hybrid mix of passive and actively managed funds effectively blending returns from the two strategic approaches. This hybrid approach reduces the cost of investing through the use of passive funds.
We have two strategic asset allocations – the Classic which is the most familiar to many investors since it has a higher allocation to UK based investments and the Global which exploits the opportunity of the wider global economy without the comfort of a slightly more UK centric allocation.
The funds we select invest in UK and global equities, fixed income, alternatives and cash.
The Tatton Core portfolios use our seven-stage investment process to ensures our investment team’s ideas and standards are applied consistently for all of our investors.
The value of investments can go down as well as up and you may get back less than the amount invested.
Tatton Income Portfolios
The Tatton Income Portfolios seek to generate reliable income and capital growth to ensure asset values stay in line with inflation. The portfolios are managed in the same way as our other portfolios and following the same asset allocation strategies, with the exception of using income generating share classes of actively managed funds.
The funds we select invest in UK and global equities, fixed income, alternatives and cash.
The Tatton Income portfolios use our seven-stage investment process to ensures our investment team’s ideas and standards are applied consistently for all of our investors.
The value of investments can go down as well as up and you may get back less than the amount invested.
Tatton Income Portfolios
Tatton AIM Inheritance Tax Portfolio
Tatton AIM Inheritance Tax Portfilio
Our AIM Inheritance Tax Portfolio service is an estate planning service that uses Business Relief, a tax benefit applied to the shares of many companies listed on Alternative Investment Market (AIM), to reduce the inheritance tax (IHT) liability of investors.
Our robust investment process helps us to identify profitable, growing businesses that may also qualify for 100% IHT relief. This means investments in our Tatton AIM IHT Portfolio can potentially be exempt from IHT after two years.
AIM stocks can be volatile, particularly during general stock market downturns, and carry a higher risk of company failure. Therefore, investing in AIM is mostly suitable for investors who have a long-term horizon for their investment, and are willing to accept the higher risks associated with investing in such companies.
Levels, bases of and reliefs from taxation may be subject to change and their value depends on the individual circumstances of the investor.
These are generally considered higher-risk investments and may not be considered suitable for all types of investors. You could lose some or all of your capital.
Tatton Views
13 July 2020
Monday Digest
10 July 2020
Fast and freewheeling
Tatton Media
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 our investors. Like Tatton itself, our team believes discretionary investment management should be accessible for most investors, not just the very rich, and that difference is at the heart of how we manage money.
Our Leadership Team
Lothar Mentel
CEO & Chief Investment Officer
Lothar Mentel
CEO & Chief Investment Officer
Lothar co-founded Tatton in 2012, and has overseen its growth to becoming a leading discretionary fund manager in the UK. Lothar has previously grown award-winning multi-manager funds and was previously Chief Investment Officer at Octopus Investments.
In an investment management career spanning three decades, Lothar designed and launched the Barclays Multi-Manager fund range and held senior roles at NM Rothschild, Threadneedle and Commerzbank Asset Management.
Educated in Germany, Lothar holds a postgraduate degree in Business and Economics (Diplom Oekonom) from Ruhr-Universitaet Bochum and is a regular contributor to international conferences, publications and symposia.
Helen O'Neill
Chief Operating Officer
Helen O'Neill
Chief Operating Officer
Helen is responsible for the day-to-day running of the business and the oversight and direction of its strategy. Helen has extensive experience in delivering high-quality platform based investments for retail and high net worth clients, having joined from AXA-Wealth.
Alex Antonius
Director of Business Services
Claire Bennison
Director of Investment Solutions
Claire Bennison
Director of Investment Solutions
Drawing on 30 years of Financial services experience, Claire’s role is to extend our portfolio service to find the right solutions for more complex and high net worth clients. Claire joined us from Brooks Macdonald, where she was Director of Services and Products having previously been Head of Currencies and Technical Analysis at Barclays.
Jim Kean
Chief Economist
Justine Randall
Sales Director
James Saunders, CFA
Head of Portfolio Management
James Saunders, CFA
Head of Portfolio Management
James focuses his analysis on fund selection, performance attribution and building asset allocation processes.
James previously acted as Portfolio Manager at Sandaire, Investment Analyst at Lord North Street Limited and Trader at Tibra Capital. A CFA charterholder, James holds an MSc in Economics from the University of Warwick and an MSc in Quantitative Finance & Risk Management from Newcastle University.
Roddi Vaughan-Thomas
Head of Communications and Marketing
Roddi Vaughan-Thomas
Head of Communications and Marketing
Roddi has over 20 years’ experience directing and managing communications for financial services firms, having previously qualified as a Financial Adviser. With extensive agency experience, Roddi has helped develop numerous market-leading investment and wealth management brands and products to the IFA and consumer market.
Our Investment Management Team
Astrid Schilo
Chief Investment Strategist
Astrid Schilo
Chief Investment Strategist
Astrid was previously at Mediolanum Asset Management as Senior Macro Strategist, Senior Research Principal at Accenture, the Chief European Economist at Exane BNP Paribas.
Chris Swanepoel, CFA
Head of AIM Investments
Chris Swanepoel, CFA
Head of AIM Investments
Chris has over 20 years of investment experience as a portfolio manager with JP Morgan Asset Management, Barclays and CIT. He has previously managed the JP Morgan UK Smaller Cap Institutional Fund and Barclays AIM Portfolio Service. Corporate finance expertise from CIT provides further depth of knowledge, enabling a unique outlook on businesses, globally and emerging. Chris is a holder of the Chartered Financial Analyst designation and is a member of the CFA Society of the UK.
John Messer
Investment Manager
John Messer
Investment Manager
John is responsible for developing and managing our bespoke investment portfolios. John previously worked as an Investment Manager at Brooks Macdonald. John holds the CISI Chartered Wealth Manager qualification and the Investment Advice Diploma (IAD), as well as a BSc in Medical Microbiology and Virology from Warwick University.
Emma Dixon
Investment Manager
Emma Dixon
Investment Manager
With over 20 years' experience in investment administration and private client portfolio management, Emma brings a wealth of trade execution experience to the team.
Her career took her from Hambros Bank in the early 90’s, to Datastream, CCLA and Henderson Investors, before she became a portfolio manager after joining Barclays Private Bank in 1998.
Anthony Graham
Fund Research Analyst
Anthony Graham
Fund Research Analyst
Anthony joined the Tatton investment team in January 2020 and is primarily responsible for fund selection. He previously worked as a Portfolio Manager focusing on the centralised investment proposition. Currently a CFA Level III candidate, Anthony holds the Investment Management Certificate (IMC) alongside an MSc in Strategic Planning & Investments and a BA (Hons) Financial & Business Economics.
Adam Rawling
Investment Analyst
Credentials
We are very proud of the awards that we have won, all voted for by Financial Advisers.
Our Recent Awards
Our Awards
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