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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 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

Tatton Tracker Portfolios

Tatton Core

Tatton Core Portfolios

Tatton Income

Tatton Income Portfolios

Tatton AIM Inheritance Tax Portfolio

Tatton AIM Inheritance Tax Portfolio

Tatton Views

13 July 2020

Monday Digest

10 July 2020

Fast and freewheeling

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

Lothar Mentel
CEO & Chief Investment Officer

Helen O'Neill

Helen O'Neill
Chief Operating Officer

Alex Antonius

Alex Antonius
Director of Business Services

Claire Bennison

Claire Bennison
Director of Investment Solutions

Jim Kean

Jim Kean
Chief Economist

Justine Randall

Justine Randall
Sales Director

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

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 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