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

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

Monday digest

20 September 2021Tatton Weekly

Overview: September wobbles are unsurprising Halfway through September and the positive picture of the summer months has faded with the sun. To be fair, investment returns are only marginally down for the month, and investors are still sitting on healthy cushions for the…

End of the re-opening honeymoon

17 September 2021Tatton Weekly

We are halfway through September and investors have not experienced a continuation of the positive returns picture of the summer months. This is despite COVID restrictions gradually lifting (not only in the UK) and an on-track economic recovery resulting in record numbers…

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

£9.5 billion

assets under management as at 15 June 2021

72,000

investor accounts

660

Financial Adviser firms

Embedding Tatton in our business has been one of the most rewarding and successful strategies we have ever implemented in the history of our company.

Howard Lee, Burgess and Lee May 2018