Tatton on the Road 2024
We are delighted to invite you to the Tatton Investment Management series of “Tatton on the Road” events, scheduled for the first quarter of 2024.
At these events, you will have the chance to gain insights into the investment team’s perspectives on the current market environment, explore the advancements within the Tatton Investment Management service over the past year. There will also be time for networking with peers and the Tatton team.
- There are no upcoming events.
- There are no upcoming events.
Latest Past Events
Northern Ireland
Culloden Estate Bangor Road, Hollywood, Northern Ireland| Welcome Breakfast and State of the Nation: | Paul Hogarth, TAM Plc CEO | |||
| Market Update: | Lothar Mentel, TIML CEO and CIO | |||
| Business and Proposition Update: | Justine Randall, TIML CCO | |||
| Technology in Financial Advice: | A Fintegrate Overview | |||
| 'Don't time the market': | Chris Robinson, TIML Head of Investment Specialist Team | |||
| Q+A and Close: | Tatton Team | |||
| Buffet Lunch and Networking | ||||
Edinburgh – Afternoon Session
Waldorf Astoria Edinburgh-The Caledonian Princes St, Edinburgh| Welcome Lunch and State of the Nation: | Paul Hogarth, TAM Plc CEO | |||
| Market Update: | Lothar Mentel, TIML CEO and CIO | |||
| Business and Proposition Update: | Justine Randall, TIML CCO | |||
| Technology in Financial Advice: | A Fintegrate Overview | |||
| 'Don't time the market': | Chris Robinson, TIML Head of Investment Specialist Team | |||
| Q+A and Close: | Tatton Team | |||
| Refreshments & Networking | ||||
Glasgow – Morning Session
Glasgow Crowne Plaza Congress Road, Glasgow| Welcome Breakfast and State of the Nation: | Paul Hogarth, TAM Plc CEO | |||
| Market Update: | Lothar Mentel, TIML CEO and CIO | |||
| Business and Proposition Update: | Justine Randall, TIML CCO | |||
| Technology in Financial Advice: | A Fintegrate Overview | |||
| 'Don't time the market': | Chris Robinson, TIML Head of Investment Specialist Team | |||
| Q+A and Close: | Tatton Team | |||
| Buffet Lunch and Networking | ||||
Speakers
Paul Hogarth
Chief Executive Officer
Paul Hogarth is the Chief Executive Officer of Tatton Asset Management, as well as Senior Partner at Paradigm Partners Ltd, Chairman at Tatton Capital Group and Founder of Perspective Financial Group Limited.
Paul has over 30 years’ experience in Financial Services the majority of which being at the centre of IFA distribution. Paul was the Co-Founder of Bankhall in 1987, and built Bankhall Investment Associates from scratch to sale in May 2001 at which point 25% of the IFA sector utilised at least part of the Bankhall service proposition. After leaving Bankhall he went on to establish Paradigm Partners Ltd which launched in April 2007 and has since grown to become one of the UK’s top 5 distribution businesses.
Paul studied BA in Economics at Heriot Watt University in Edinburgh.
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.
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.
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.