What to look for in a Managed Portfolio Service provider

Model Portfolio Services (MPS) have surged in popularity as advisers look for smarter, more scalable ways to deliver high quality investment outcomes.

Tatton Outlook 2026

Explore the key themes shaping 2026 – from market rotation and AI-driven investment to global economic shifts – and discover what they mean for your advice strategies

Decumulation

Tatton's latest Decumulation brochure highlights the shift from guaranteed pensions to flexible drawdown, urging advisers to adopt new strategies for managing longevity and income risks in a changing retirement landscape.

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 can 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.

Markets read data, not headlines

23 April 2026

Tatton Adviser resources

Ethical Portfolio Brochure

Tatton Autumn Outlook 2025

Download

Defaqto Risk Profile & Income Drawdown Mapping

Download

Should I phase my investments?

Download

Money Market Risk Profile

Download

Tatton Wall Chart

Download

Its all about bonds

Download

Tatton Multi-Asset 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

Portfolio Review

Download

Bespoke Portfolio Service

Download

Ethical Portfolio

Download

Managed Portfolio Service

Download

Tatton Investment Management at a glance

£22.8bn

assets under management as at March 2026

100,000+

investor accounts

1,200+

Financial Adviser firms

The latest updates from Tatton HQ

Monday Digest

18 May 2026Monday Digest

Waiting for reliefGlobal equities edged up 1.5% in sterling terms last week, driven by US stocks and a firmer dollar. Most other markets were weaker and all are starting this week on the back foot. Donald Trump’s visit to China was light…

Waiting for relief

15 May 2026Tatton Weekly

The Bloomberg World Equity index is up 1.5% in sterling terms as we close the week, although virtually all of that gain comes from US stocks and a stronger US Dollar. Donald Trump’s high-profile visit to China had no notable surprises, which…

Monday Digest

11 May 2026Monday Digest

Reasons to believeOperation Epic Fury is over and markets are betting that the Strait of Hormuz will be open soon. Both stocks and bonds bumped up; equities helped by strong corporate earnings especially in the US; bonds benefitting from lower inflation expectations…