Investment Evolved

Tatton Investment Management is a ground-breaking investment manager that has changed the way investors access and use discretionary fund management.

Tatton Investment Management is a ground-breaking investment manager that has changed the way investors access and use discretionary fund management.

How can we help you?

Working exclusively with Financial Advisers we prove that the highest investment and service standards are readily available with lower fees.

This website is primarily designed for Financial Advisers. Tatton Investment Management does not provide financial advice so private investors that are interested in our products or services should seek the advice of a professionally qualified Financial Adviser who will be able to help you.

I am an Investor

I have heard about Tatton and want to find out more about investing with them through my Financial Adviser.

Information for Investors

I am a Financial Adviser

I am looking to partner with a DFM who understands my needs and who I can put my trust in.

Information for Financial Advisers

I work in the Media

I am looking to find the latest news, resources and updates from Tatton HQ.

Information for the Media

Our service has been designed for a wide range of investors. However, each of us can find ourselves in vulnerable circumstances at any time, such as poor health, experiencing negative life events such as divorce or bereavement, low financial resilience, or low capability. If this should happen it is important that you speak to your Financial Adviser who can ensure that the service remains suitable for you.

The information contained within the website does not constitute investment advice or a recommendation for any product and you should not make any investment decisions on the basis of it. The value of investments and the income from them can fluctuate and it is possible that investors may not get back the amount they invested.

The latest updates from Tatton HQ

News

Economic resilience is about to be tested

29 September 2023Tatton Weekly

Historically September has on average not been great for investors, and as it turns out this year is no exception to that norm. Both equities and bond valuations have declined and even though equities have not materially moved up or down when…

Monday digest

25 September 2023Tatton Weekly

Overview: to yield or not to yield?Last week, stocks and bonds ended up bruised following the ‘hawkish pause’. The US Federal Reserve (Fed) announced on Wednesday it would hold interest rates steady at 5.25-5.5%, but threw in some stern forward guidance to…

Video

The Tatton Approach

Created to provide the highest quality investment products and service to the clients of Financial Advisers, investing through Tatton is simple and straightforward through your existing investment platforms. We can transform an investment strategy without having to move or transfer any assets. Our award-winning investment team oversees a range of investment portfolios and funds designed to meet the needs of virtually all investor types.

Our sole focus is on investment management and we believe in the importance of high-quality financial advice. Therefore, we partner with Financial Advisers who are seeking an investment manager that can provide them with the investment services they need to meet their clients’ needs.

Tatton Investment Management at a glance

£13.2 billion

assets under management as at June 2023

100,000

investor accounts

800

Financial Adviser firms