We are best described as the Financial Adviser’s investment manager.

We understand the questions you need answered from a DFM to help you sustain and build your business and service offering to your clients. Tatton is an advocate of Financial Advisers and is committed to supporting the sector.

Tatton is not a traditional wealth management firm that has adapted its business to work with Financial Advisers – we are a business designed to benefit the advice sector and place it at the heart of its product and service development.

Our Managed Portfolio Service, Bespoke Investment Services and range of Funds are designed to support the Financial Adviser by:

  • Keeping investment costs low to preserve adviser charging structures
  • Focusing on service to enable advises to grow and sustain their businesses
  • Developing products using our insight, heritage, and commitment to the financial advice sector

We know your time is precious. The task of researching, rebalancing and allocating your client’s investments has become complex, time consuming and a heavy regulatory burden. Tatton removes these challenges and the cost in management time and the bottom line of new regulation. We manage, monitor and make the decisions on what investments to buy and sell, managing portfolios to help your clients achieve their investment objectives – a complementary service to support advisers’ expertise.

When you outsource your investment management, you save time, reduce business risk and focus on what’s more important: providing a personal service for your clients.

Our sole focus is managing the investments of your clients

We have always worked under the reliance on others model, we are platform neutral and work with all the leading risk profilers. You don’t have to change your business model to work with Tatton, we like to think you simply improve it.

Think about your business and how you want to grow it:

"*" indicates required fields

What are you looking for in a relationship with an investment manager?
Select all that apply