Our approach may be traditional but our technology is not

We are discretionary fund managers. This means that, after being briefed on your choices by your Financial Adviser, your money is invested to create the optimum portfolio to maximise returns while staying within your comfort zone on risk. As with all investments their value will fluctuate and it is possible that you may get back less than the amount you invested.

Backed by our research team, we actively manage the portfolio, seeking out the most promising investments without being limited to certain fund managers or investment philosophies. We can seize fresh opportunities as they arise and sell investments that are over-valued. This flexible, responsive approach can be adjusted if your investment goals or risk appetite changes.

Our approach may be traditional, but our technology is not. We are connected to Financial Advisers via more than a dozen retail investment platforms that ensure smooth communication and transparency, ensuring an enhanced client experience.

Tatton Investment Management launched in 2013 and right from our start we understood the value of working in partnership with Financial Advisors who have a deep understanding of clients’ financial needs. Our co-founder Lothar Mentel, an industry veteran who has worked for many of the industry’s biggest names, leads our investment firm and oversees our investment process as Chief Investment Officer.

We are part of Tatton Asset Management PLC, which listed on the London Stock Exchange’s AIM market in 2017.

Benefits of using Tatton:

A portfolio managed with your interests in mind that aims to achieve an optimal return within your risk profile.

Monitoring of your portfolio and adjustments as necessary.

Maximum flexibility and access through your chosen UK platform.

Regular communication including monthly and quarterly performance portfolio activity updates.

The option to receive weekly market and economic updates.

The option to receive update videos from the CIO direct to your inbox

What is the value of using a discretionary fund manager?

Tatton is a business, and we charge for what we do. When we created Tatton, we wanted to make discretionary fund management accessible to most investors.

Using investment platforms means that we only charge for managing investments, and nothing else. Because our administration overheads are lower and our business model is simple, our fees are lower than most of our competitors, without cutting any corners on service, investment process or our ability to help meet your investment objectives.

The latest updates from Tatton HQ

News

Monday Digest

24 June 2024Monday Digest

Stock market highs don’t feel so high. Even though global stocks reached another all-time, the mood feels subdued. This is partly seasonal – a US national holiday and June’s option expiry date distorted trading – but partly because growth is so uneven….

Stock market highs don’t feel so high

21 June 2024Tatton Weekly

It was another mixed week for capital markets. Global stocks reached another all-time high on Thursday, but the mood feels subdued. This is partly seasonal: US traders had a shortened week due to the “Juneteenth” national holiday (celebrating the abolition of slavery),…

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