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.

Tatton Autumn Outlook 2024

Discover the latest market insights with the Tatton Autumn Outlook 2024. Our detailed report explores expected market trends, highlighting potential moderate returns due to lower bond yields and changes in the global economy

It’s All About Bonds

Tatton’s guide that explains all you need to know about bonds and the essential part they play in Tatton’s Portfolios.

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.

Farewell 2024, hello 2025

19 December 2024

Tatton Adviser resources

Ethical Portfolio Brochure

Money Market Risk Profile

Download

Tatton Wall Chart

Download

Its all about bonds

Download

Tatton Passive Funds

Download

Time in the Market

Download

Tatton Outlook 2025

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

£19.57 billion

assets under management as at November 2024

100,000

investor accounts

1100

Financial Adviser firms

The latest updates from Tatton HQ

Monday Digest

13 January 2025Monday Digest

UK bond yield surge – more than meets the eye Bond markets took centre stage again last week. Globally, yields went up thanks to US economic strength – but UK media focussed on UK bond turmoil, as yields spiked more sharply than…

UK bond yield surge – more than meets the eye

10 January 2025Tatton Weekly

Bond market woes took centre stage again this week. Much of this was driven by the strength of the US economy, as shown by today’s strong employment data and signs that US consumer services are powering ahead (although, interestingly, wages rises were…

Monday Digest

6 January 2025Monday Digest

December’s market-moving events – most notably the Fed telling markets ‘bah humbug’ – didn’t spoil 2024’s year-long party in US equities; they just stopped it a little early. Investors have grown extremely confident about US growth since Trump’s election win, expecting tax…