Platform DFM Tatton goes through £2.5bn and is awarded Defaqto 5 star rating after completing 3 year track record

3 March 2016

Tatton Investment Management are pleased to announce its promotion from 4 to 5 stars by Defaqto, following completion of its first three year performance track record.
DFM_Managed_Portfolio_5_Standard_RGBSince its 2013 launch, Tatton IM’s portfolio management service has rapidly gained popularity in the UK private client market, recently reaching £2.5 billion in assets under management. This makes Tatton the largest WRAP platform DFM in the UK. The UK discretionary manager has a “high value – low cost” approach, it operates solely on fund platforms and is reserved for private clients supported by IFA advice. Tatton’s discretionary overlay investment service for model portfolios is now available on eight platforms (Nucleus, Transact, Amber/SEI, Aviva, Novia, Standard Life, AEGON ARC and Alliance Trust) and across 6 industry standard risk profiles. Investor preferences and requirements are additionally catered for with active and tracker fund based variants, as well as an income focused range and an ethical portfolio option. A further 3-4 UK platforms (Funds Network, Ascentric, Old Mutual Wealth, Cofunds) are set to be added over the course of the year. Now recommended by over 180 adviser firms from across the UK, the service has rapidly grown beyond its original user base of Paradigm affiliated adviser firms. It is particularly popular with those investors who value ongoing financial advice from their independent financial advisers and the flexibility of platform based investing, but seek timely and professional management of their investment portfolios. Commenting, Lothar Mentel, Tatton’s CEO said: “Our measured, risk focused investment approach has been particularly appreciated by our clients since capital markets began their correction at the beginning of the year. Our focus on adherence to client selected risk profiles and the avoidance of temporarily overvalued asset classes rather than short term return maximisation has resulted in more portfolio stability than many of our clients expected in light of the stock market sell-off.”