Investment
Evolved

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

Tatton
Passive Funds

Tatton launches three risk rated multi-asset funds designed to maximise returns for investors who want to invest with lower or higher levels of risk in low cost passive investments.

How can we help you?

The Tatton Approach Service, Price, Performance

Tatton was created to provide Financial Advisers the highest quality investment products and services for their clients. Investing through Tatton is simple and straightforward and be carried out 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 Insights

Every week Tatton delivers industry insights that keep you informed on the latest news from the markets and beyond.

Waiting for the Fed

4 September 2024

Tatton Adviser resources

Ethical Portfolio Brochure

Tatton Passive Funds

Download

Time in the Market

Download

Green bonds and ethical investing

Download

You have reached your destination

Download

CIP Construction: The sequel

Download

ESG Review

Download

Portfolio Review

Download

Bespoke Portfolio Service

Download

Ethical Portfolio

Download

Managed Portfolio Service

Download

Tatton Investment Management at a glance

£17.52 billion

assets under management as at June 2024

100,000

investor accounts

975

Financial Adviser firms

The latest updates from Tatton HQ

Nervous markets ahead of second pivot

6 September 2024Tatton Weekly

Capital markets have started September rather despondently. It feels similar to (though not nearly as bad as) the sell-off that started in August, after which stock values quickly recovered. There were risks and headwinds back then, but nothing that significantly dampened the…

Monday Digest

2 September 2024Monday Digest

Balancing acts US stocks were weighed by tech last week, but the UK and Europe were reasonable. Britons suspect a capital gains tax (CGT) hike in autumn – which is keeping advisers busy but hasn’t had any effect on UK stocks, and…

Balancing acts

30 August 2024Tatton Weekly

It was a flat week for global stock values, but with a fair amount of dispersion. US returns were once again weighed down by tech, but the UK and Europe are up over 1% at the time of writing. The overall sluggish…