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. Lothar has previously grown award-winning multi-manager funds and was previously Chief Investment Officer at Octopus Investments.
In an investment management career spanning three decades, Lothar designed and launched the Barclays Multi-Manager fund range and held senior roles at NM Rothschild, Threadneedle and Commerzbank Asset Management.
Educated in Germany, Lothar holds a postgraduate degree in Business and Economics (Diplom Oekonom) from Ruhr-Universitaet Bochum and is a regular contributor to international conferences, publications and symposia.
Helen O’Neill
Chief Operating Officer
Helen is responsible for the day-to-day running of the business and the oversight and direction of its strategy. Helen has extensive experience in delivering high-quality platform based investments for retail and high net worth clients, having joined from AXA-Wealth.
Justine Randall
Sales Director
With nearly 20 years’ financial services experience, Justine leads our business development team. She joined from Retirement Advantage where she spent eight years as Head of Sales and Strategic Partnerships.
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
Alex Antonius
Director of Business Services
Alex heads up the Business Services Team, which comprises operations, settlements, legal and compliance and also provides technical support to our business lines.
Claire Bennison
Director of Investment Solutions
Drawing on 30 years of financial services experience, Claire’s role is to extend our 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.
James Saunders, CFA
Head of Portfolio Management
James focuses his analysis on fund selection, performance attribution and building asset allocation processes.
James previously acted as Portfolio Manager at Sandaire, Investment Analyst at Lord North Street Limited and Trader at Tibra Capital. A CFA charterholder, James holds an MSc in Economics from the University of Warwick and an MSc in Quantitative Finance & Risk Management from Newcastle University.
Roddi Vaughan-Thomas
Head of Communications and Marketing
Roddi has over 20 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
Emma Dixon
Investment 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.
Anthony Graham, CFA
Fund Research Analyst
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.
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.
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 Analyst
Adam is responsible for performance analysis and risk management within Adam is responsible for performance analysis, risk management and assists with 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.
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.
Chris Swanepoel, CFA
Head of AIM Investments
Chris has over 20 years of investment experience as a portfolio manager with JP Morgan Asset Management, Barclays and CIT. He has previously managed the JP Morgan UK Smaller Cap Institutional Fund and Barclays AIM Portfolio Service. Corporate finance expertise from CIT provides further depth of knowledge, enabling a unique outlook on businesses, globally and emerging. Chris is a holder of the Chartered Financial Analyst designation and is a member of the CFA Society of the UK.
Our Investment Specialist Team
Sam Leary
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.
Dimitra Liga
Trainee Investment Specialist
Dimitra supports the investment specialist team in working closely with the sales, operations and investment team to deliver oversight of Tatton’s investment offering to Financial Advisers. She collates and analyses performance data and associated metrics to integrate data into readily accessible information. Dimitra graduated from University of Nottingham with a MSc in Finance and Investment.
Chris Robinson, CFA
Investment Specialist
Chris provides analysis of our investment strategy and performance, and combines this with communicating our offering to investors in the Tatton Investment offering. He is an active member of the Tatton Investment Committee and Ethical Investment Committee. Chris is a CFA Charterholder, holds the CFA UK Certificate in ESG investing, The Diploma in Investment Management (ESG) and a BSc (Hons) Economics degree.
Our Business Development Team
Damian Ainsley
Account Manager
Damian works within the Business Development Team, investment and operations team, managing relationships with financial advisers throughout the UK to promote Tatton’s proposition. He brings 20 years financial services, pension and investment industry experience with the likes of NatWest, Bank of New York and Scottish Widows.
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.
Kathy Lategan
Account Manager
Kathy works closely with the sales, investment and operations team, engaging with our advisor firms, maintaining relationships and providing support across the Tatton proposition. With 25 years experience in South African financial services market, Old Mutual SA, Liberty and Commercial Union. After moving to the UK, Kathy worked with Royal London in Edinburgh and later joined Tatton after relocating to the North West. She is currently studying to obtain her UK industry qualifications.
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.
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.
Support & Marketing
Alistair Coward
Relationship Manager
Alistair joined Tatton Investment Management in March 2013 as an Assistant Portfolio Manager. He manages and releases the quarterly Advisory model portfolios and the development and maintenance of the Tatton Portal. He also supports adviser firms with technical queries and the submission of business. He has previously worked at Slater Investment and has 7 years of investment experience.
Nick Hunt
Head of Risk
Nick is head of risk management for Tatton Investment Management. He has over than two decades of experience in leading wealth management institutions in risk management and compliance, by positioning businesses at the forefront of customer protection and compliance as well as, efficient market operations.
Summer Lilley
Junior Operations Assistant
Summer joined Tatton Investment Management in October 2020 as a Junior operations assistant. She assists with daily operational tasks such as funds, settlements and reconciliation duties. She also supports the operations team to obtain platform data and analysis.
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).
Claudia Pirvu
Operations Investment Assistant
Claudia joined Tatton’s Operations and Settlements Team in March 2022. She brings with her some 6 years of industry experience having previously worked in operational and middle office analyst roles. At Tatton Claudia deals with all middle office tasks across the business.
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.