Introducing our people
We believe people matter. That is why we have assembled a team of experienced investment professionals, who are dedicated to protecting your investments.
CHIEF EXECUTIVE OFFICER
Lothar Mentel is Chief Executive Officer for Tatton Investment Management and the Chief Investment Officer for the Paradigm Group. Prior to joining Paradigm, Lothar was the CIO for Octopus Investments since 2008, where he built a multi manager fund business that he grew to £1.6bn. Before that, he held senior positions with NM Rothschild, Threadneedle, Barclays Wealth and Commerzbank Asset Management. He began his career in Germany as a performance and risk analyst and later designed and launched the Barclays Multi Manager funds.
Lothar is a regular contributor to industry conferences, publications and industry body work-groups. He has over 19 years’ investment management experience.
Lothar was educated in Germany and holds a postgraduate degree in Business and Economics (Diplom Oekonom).
LinkedIn profile link:
Lothar and his Octopus Investment Team won the Money Facts best multi-manager team in 2011.
Steven Keshishoghli, CFA
SENIOR PORTFOLIO MANAGER
Steven is Senior Portfolio Manager at Tatton Investment Management. He has over 9 years of investment industry experience. Prior to joining Tatton he was a member of the investment strategy team responsible for running the £18bn UK Railways Pension Scheme, an economist for the British Government planning future pension provision (NEST) and an investment consultant for a boutique private wealth management firm. He holds a First Class BSc in Economics, an MSc in Economics from The London School of Economics and an MSc in International Securities, Investment & Banking from the ICMA Centre Business School. He is a Chartered Financial Analyst (CFA).
LinkedIn profile link: http://uk.linkedin.com/pub/steven-keshishoghli/35/55a/497
Sean is the Compliance Manager at Tatton Investment Management. It is his remit to ensure Tatton, as investment manager, adheres to the Financial Conduct Authority’s (FCA) regulatory guidelines. He has over a decade of financial services industry experience, including technical roles at Legal & General. Since 2008, he has worked at the Paradigm Group of Companies where he has advised on compliance solutions for partners. Sean began his career in financial services in 2001, he has focused his career on the technical aspects of pensions and investments. This has meant ensuring firms were fully-prepared for “A-Day” – the shake-up of the UK pensions industry in 2006. He has a broad compliance, financial product and business knowledge, which allows him to add value and guidance to all areas of the investment and adviser industry. Sean is Level 4 qualified and has achieved the Certificate in Discretionary Investment Management and has a BA (hons) in Business Psychology and Marketing.
LinkedIn profile link: http://uk.linkedin.com/pub/sean-bryan/3b/373/9a9
ADVISER LIAISON MANAGER
Phillipa is Tatton Investment Adviser Liaison Manager leading the instruction of advisers and their teams in the use of platform and investment advice systems. She began her financial services career at Lloyds TSB’s mortgage business, before moving to Bradford and Bingley as a Mortgage & Protection Broker. In 2008, Phillipa joined The Paradigm Group of companies as a technical trainer for the network’s investment product research software packages. Since then, she has supported Paradigm’s partners in the use and understanding of the Wrap proposition as the industry continues to develop under the Retail Distribution Review (RDR).
ASSISTANT PORTFOLIO MANAGER
Alistair joined Tatton Investment Management in March 2013 as Assistant Portfolio Manager. He has previously worked at Slater Investments in compliance and client support and more recently Collins Stewart Wealth Management. He has a BSc in Physical Geography from the University of Exeter.
LinkedIn profile link: http://linkedin.com/pub/alistair-coward/59/b38/823
HEAD OF GOVERNANCE
Helen is Head of Governance at Tatton and is responsible for investment governance oversight, on boarding process oversight and product development. She has extensive experience of delivering high quality platform investment products to retail and high net worth individuals. Most recently Helen spent nearly 5 years at AXA Wealth where she helped develop Investment Strategy and the investment WRAP proposition, including tax wrappers onshore and offshore.
Prior to this, Helen spent a year at Coutts as a Private Banker, delivering solutions to private clients. She started her career at Barclays Bank, where she developed her skills over 5 years, particularly in the area of investments and product distribution. Helen holds a degree in History from the University of Wales.
HEAD OF OPERATIONS
Jim is Head of Operations at Tatton and brings over 25 years of industry experience to the team. He manages the operations department and is responsible for IT development and the client on boarding process. Prior to joining Tatton he ran his own consultancy business – Bayesic Asset Management. Prior to this he spent 8 years as Head of Debt & Investment Research at Barclays Wealth with responsibility for £7 billion of assets. Jim has extensive expertise in capital markets, particularly Japanese government bonds, where he was Head of Bond Trading & Sales for Fuji International Finance. Jim holds a degree Mathematics from the University of Leeds.
Sam manages the investment communications function at Tatton Investment Management. He spent five years at Barclays Wealth as a quantitative equity analyst and fund manager for a bespoke long-short global equity portfolio. He was jointly responsible for communications, engaging directly with clients and keeping investors updated by producing daily and weekly global market commentaries. Sam regularly wrote both stock notes and thematic publications for a Private Client audience. He specialised in North American, Asian and developing market equities. In 2010, he helped set up the charities advice team at Octopus Investments. He was responsible for creating all client letters and has written numerous sales aids and provided content for the teams’ Investment Knowledge website. He also assisted with the weekly market commentaries. Sam holds the Investment Management Certificate (IMC).
LinkedIn profile link: uk.linkedin.com/pub/samuel-leary/94/b7a/a20/