What makes the Tatton team different?
Our investment approach and business ethos.
Tatton brings together knowledgeable investment professionals with a proven track record, dedicated to delivering the best experience for Financial Advisers and their clients.
Directors
Lothar Mentel
CEO & Chief Investment Officer
Lothar co-founded Tatton in 2012, and has overseen its growth to becoming a leading discretionary fund manager in the UK. His passion is to make the highest quality investment management available to most investors and is driven to ensure Tatton provides investors consistent repeatable investment performance coupled with the highest possible service standards.
In an investment management career spanning three decades, was previously Chief Investment Officer at Octopus Investments and designed and launched the Barclays Multi-Manager fund range He has also held senior roles at NM Rothschild, Threadneedle and Commerzbank Asset Management.
Justine Randall
Chief Commercial Officer
With 25 years’ financial services experience, Justine is our Chief Commercial Officer and leads our distribution, marketing and proposition teams. A part of the Tatton family for over 6 years, she is a regular industry speaker, raising awareness of MPS overall and championing our goal to bring down the cost of investing. Justine is a passionate leader and thrives working at the forefront of our distribution teams engaging with our strategic partners and IFA advocates.
Paul Edwards
Finance Director
Paul has previously been Group Finance Director of a number of quoted companies, most recently on the main board of Scapa Group plc. He has also held a number of other senior finance roles in a broad range of listed and private companies.
Team Leaders
Claire Bennison
Director of Investment Solutions
Claire created and directs our Bespoke Portfolio Service. Drawing on 30 years of financial services experience, Claire’s role is to extend our managed portfolio service to find the right solutions for more complex and high net worth clients.
Claire joined us from Brooks Macdonald, where she was Director of Services and Products, having previously been Head of Currencies and Technical Analysis at Barclays.
Johann Heyns
Head of Business Services
With nearly 15 years of Fund Management and Asset Servicing experience. Johann leads our middle office team, while also being responsible for project governance and key third party oversight. He joined from Sarasin & Partners LLP and has previously worked within operations & middle office, business planning across various Investment and Asset Servicing firms including State Street, Legal & General Investment Management and PSG Asset Management (South Africa).
Kathy Lategan
Head of Telephone Account Management
With 30 years of experience in the financial services industry, Kathy works alongside the Sales, Investment Specialist and Operations teams, maintaining relationships with our adviser firms and ensuring first class support is delivered. Kathy began her financial services career with Commercial Union, before joining the Liberty Group and Old Mutual South Africa with her focus on Employee Benefits, Pensions and Corporate Risk. On relocating to the UK she worked for Royal London in Edinburgh, before joining Tatton. Kathy is DipFA qualified and is currently studying to complete her IMC qualification.
Chris Robinson, CFA
Head of Investment Specialist Team
Chris works with IFAs to provide analysis of Tatton’s investment strategy, portfolio construction and performance to investors in the Tatton strategies. He draws from his experience as a former direct equity and multi-asset analyst, playing an active role on the Tatton Investment Committee and Ethical Investment Committee. Chris is a CFA Charterholder, holds the CFA UK Certificate in ESG investing and a BSc (Hons) Economics degree.
James Saunders, CFA
Head of Portfolio Management
James leads the portfolio management team at Tatton, maintaining and developing our asset allocation. He and his team focus their analysis on fund selection, performance attribution processes.
James previously acted as Portfolio Manager at Sandaire, Investment Analyst at Lord North Street Limited and Trader at Tibra Capital. A CFA charter holder, James holds an MSc in Economics from the University of Warwick and an MSc in Quantitative Finance & Risk Management from Newcastle University.
Astrid Schilo
Chief Investment Strategist
Astrid has 20 years of investment experience and runs Tatton’s tactical multi-asset allocation. She has a long pedigree in applying both cyclical and structural macro-economic developments to financial markets. Previously to Tatton she was Senior Macro Strategist at Mediolanum Asset Management and was also the Chief European Economist at ExaneBNPParibas
Astrid is tri-lingual in English, German and French and holds an MSc in Economics / Public Financial Policy from the London School of Economics.
Roddi Vaughan-Thomas
Head of Communications and Marketing
Roddi directs and manages the marketing and communications output of Tatton, overseeing the brand and its footprint, ensuring the provision of clear accessible communications and content for IFAs and their clients. Roddi has over 25 years’ experience directing and managing communications for financial services firms, having previously qualified as a Financial Adviser. With extensive agency experience, Roddi has helped develop numerous market-leading investment and wealth management brands and products to the IFA sector.
Our Investment Management Team
Anthony Graham, CFA
Investment Manager
Anthony is focused on investment management, responsible for fund selection and contributes to the AIM Portfolio Service. He is an active member of the Tatton Investment Committee and Ethical Investment Committee. Prior to joining Tatton, Anthony acted as a Portfolio Manager focusing on centralised investment propositions.
A CFA Charterholder, Anthony holds an MSc in Strategic Planning & Investments and a BA (Hons) Financial & Business Economics. Anthony also holds the Investment Management Certificate (IMC) and is a member of the CFA Society of the UK.
Dane Harrison
Investment Associate
Dane works as a Investment Associate at Tatton. He has over 9 years of experience in the investment management industry, having previously worked for Nationwide Building Society and Columbia Threadneedle Investments. He graduated with a First Class Honours Degree in Accounting and Finance from the University of Southampton and he has the CFA Certificate in Investment Management and CFA Certificate in ESG Investing.
Jim Kean
Chief Economist
Jim brings more than 30 years’ investment experience to Tatton, directing our strategic and global market research. He is responsible for the macro allocation and heads the investment analyst function.
Dimitra Liga
Investment Analyst
Dimitra works as an investment analyst at Tatton, supporting the investment team with fund research, performance analysis and ongoing portfolio monitoring. Dimitra has a MSc in Finance and Investment from University of Nottingham and a BSc in Finance and Accounting from University of Macedonia, Greece. She also holds the CFA UK Investment Management Certificate (IMC), has passed Level I and II of the CFA Program and is now a Level III candidate.
John Messer, Chartered FCSI
Investment Manager
John is responsible for developing and managing our bespoke investment portfolios. John previously worked as an Investment Manager at Brooks Macdonald. John holds the CISI Chartered Wealth Manager qualification and the Investment Advice Diploma (IAD), as well as a BSc in Medical Microbiology and Virology from Warwick University.
Adam Rawling, CFA
Investment Associate
Adam is responsible for performance analysis and risk management within portfolio construction and fund research within the Investment team. He previously worked at IBM as a Finance Consultant. Adam holds an MSc in Investment Management and BSc In Accounting & Finance from the University of Surrey and is a CFA charter holder.
Eli Stubley
Multi-Asset Analyst
Eli serves as a Multi-Asset Analyst at Tatton Investment Management, having joined the team in October 2021. In this role, Eli is instrumental in shaping the asset allocation framework that underpins Tatton’s portfolios.
Prior to joining Tatton, Eli pursued an academic path that laid a strong foundation for the current role, completing a BSc in Economics, Accounting, and Finance at Royal Holloway University. Subsequently, Eli earned an MSc in Finance (Asset Pricing) from King’s College London, graduating with First-Class Honours and Distinction, respectively.
Our Investment Specialist Team
Sam Leary
Senior Investment Specialist
Sam is the interface between the investment team and the IFAs we work with, providing in-depth analysis of our investment strategy and performance. He provides quantitative and technical analysis for the investment team and contributes to the Tatton Weekly and the investment committee. Sam holds the Investment Management Certificate (IMC), a degree in Engineering, a HND in Accounting and has over 10 years of investment experience.
Chris Oufi
Investment Specialist
Chris works as an Investment Specialist at Tatton. Chris has a background in investment and quantitative research, having spent 3 years at Square Mile Investment Consulting & Research, covering fixed income (incl. sustainable & impact) & multi-asset strategies. He holds a BSc in Finance from Durham University and a MSc in Economics & Strategy for Business from Imperial College London. Chris also holds the CFA Investment Management Certificate (IMC).
Francesca Paver
Investment Specialist
Francesca works as an Investment Specialist at Tatton, with a background in Investment Research. Prior to Tatton, she spent two years working for Square Mile Investment Consulting & Research Limited as an Investment Fund Analyst covering the UK and Japanese equity markets. She holds a Bachelor of Science in BS Economics from University College London. Francesca also holds the CFA Investment Management Certificate (IMC) and CFA Certificate in ESG Investing.
Our Business Development Team
Jack Bennett
Business Development Director
Jack is a key member of distributing Tatton’s services to the Financial Adviser community joining us in 2013. Prior to Tatton he worked in the expat market for a leading Financial Adviser based in Dubai, Jack subsequently worked on GFI’s South East Asia FX Options Desk based in Singapore. He currently holds a Diploma for Financial Advisers awarded by The London Institute of Banking and Finance alongside the CISI Introduction to Investments & Securities Award. He is currently studying towards the Investment Management Certificate and Level 6.
Craig Coates
Business Development Director
Craig manages Tatton’s relationships with Advisory firms in Central London, Essex & Kent. Previously at Morningstar Investment Management, M&G Investments and JP Morgan Asset Management, Craig brings over 17 years of market experience to the team. Craig is a holder of the CFA Investment Management Certificate.
Sam Hill
Account Manager
Sam works as Account Manager at Tatton. He used to work for AJ Bell as part of their Business Development team. He is currently looking to further his education and become DipFA level 4 qualified. He holds a BSc (Hons) degree in Football Business and Finance.
Amaya Kamali
Junior Account Manager
Amaya works on the Telephone Account Management team assisting with queries from advisor firms and providing support to the sales team. She joined Tatton after two years working at Paradigm. Amaya holds a First Class BA (Hons) in Business Management from Manchester Metropolitan University.
Ross Mackinnon
Head of Strategic Accounts
Ross is the Head of Strategic Accounts promoting Tatton and co-ordinating the business development team within our Strategic Distribution Partners. Before joining Tatton, Ross worked at Schroders for over 16 years, where he managed the Strategic Account team and was instrumental in promoting the Discretionary Fund Manager proposition in the Intermediary / Advisory market.
Steve Martell
Business Development Director
Steve is responsible for creating and managing Tatton’s relationships with Financial Advisers in the Midlands and Wales. Steve brings more than three decades of investment market experience to the team. A former broker consultant, Steve also spent 16 years in senior management positions for leading investment product providers and as a Financial Adviser to the retirement market.
David Parrott
Account Manager
David works within the Business Development Team, promoting Tatton’s proposition with our adviser firms throughout the UK. He holds the Diploma for financial advisers (DipFA) through the London Institute of banking and finance and is currently working towards the Investment Management Certificate through the CFA.
John Ryan
Business Development Director
John creates and manages Tatton’s relationships with Advisory firms in London and the South East. Previously at Santander Asset Management, Marlborough Fund Managers and AIG , John brings over 30 years of market experience to the team.
Ryan Seaton
Business Development Director
Ryan is responsible for creating and managing Tatton’s relationships with Financial Advisers in the North of England, Scotland and Northern Ireland. Formerly Investment Development Consultant at Paradigm Partners – where he advised and supported IFAs on a daily basis – Ryan joined the financial services industry in 2012 as a graduate at WRAP platform Amber Financial. Ryan holds a BSc (Hons) in Physiotherapy from Nottingham University.
Scott White
Business Development Director
Scott has been working with advisers for over 20 years, with several life offices and DFM’s. Scott is a Chartered Financial Planner and a Fellow of the PFS and has a wealth of experience across financial products and services, including Pensions, IHT planning, Offshore Bonds and Platforms. Scott is based in Bristol, and promotes the Tatton proposition to advisers in the South West and helps advisers enhance or develop a robust and future proof investment proposition for their clients.
Operations & Marketing
Jacob Cullen
Junior Operations Analyst
Jacob joined Tatton in May 2023 as a Junior Operations Analyst and currently carries out various fund and platform responsibilities. He is a Loughborough University graduate with a BSc in Banking, Finance and Management. As part of his degree, he completed a 1-year placement as a Credit Management Analyst at Sumitomo Mitsui Banking Corporation (SMBC). Jacob is currently studying for the Investment Management Certificate (IMC).
Emma Dixon
Senior Portfolio and Fund Implementation Manager
With over 20 years’ experience in investment administration and private client portfolio management, Emma brings a wealth of trade execution experience to the team.
Her career took her from Hambros Bank in the early 90’s, to Datastream, CCLA and Henderson Investors, before she became a portfolio manager after joining Barclays Private Bank in 1998.
Veronica Egidi
Marketing Executive
Veronica is part of the marketing team. She has marketing experience from working for a fintech company, where she assisted with communications and marketing campaigns. Veronica can speak three languages: English, Italian, and Spanish, and has a BA (Hons) in Business Management from London South Bank University.
Joe Kennedy
Operations Manager
Joe is primarily responsible for the Platforms and Platform Relationships. He has nearly 30 years of experience in Financial Services with the last 20 being platform based. He previously worked for Transact and Cofunds.
Shelise Onye
Marketing Manager
Shelise joined Tatton as the Marketing Manager, and is responsible for Tatton’s branding, marketing, and internal and external communications.
She has a wealth of experience in delivering award-winning marketing campaigns across various industries, covering both digital and traditional marketing.
Shelise holds a BSc in Advertising and Marketing alongside a Certificate in Marketing accreditation (CIM).
Rachel Thompson
CEO Executive Assistant
Rachel is the Executive Assistant to the CEO and she has a wealth of experience across prestigious financial institutions. For 9 years, Rachel worked for the Royal Bank of Canada (RBC) working closely with the Global Head of Treasury Services and his team. She has also worked for Bank of America Merrill Lynch, Deutsche Bank, and ABN AMRO.
Zoe Wilson
Funds Settlements & Reconciliation Manager
Zoe is the Settlements and Reconciliation Manager for Tatton Investment Management and is responsible for the fund monitoring and operational management of Tatton’s full fund range. She previously worked at IFDS and Ingenious and has 6 years of investment experience. Zoe is currently studying to gain her IOC qualifications.
Compliance & Risk
Karnvir Cheema
Compliance & Risk Manager
Karnvir joined Tatton as a Compliance & Risk Manager and is responsible for ensuring the business complies within the regulatory requirements and policies. With the addition of having Risk Management oversight in Tatton and being a member in the Risk & Compliance Committee.
She previously worked as a Compliance Officer at Vitality.
Karnvir holds a Law LLB and MA in International Relations from the University of Westminster.
Sam Holland
Senior Compliance Manager
Sam joined the Tatton Compliance Team after three years as a Compliance Consultant at FM Consult. Prior to that, Sam worked in various Compliance roles at hedge funds and investment banks.
Sam holds a BSc in Psychology and a MSc in Economics, Finance and Banking.