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

No UK double dip, but much talk of bubbles

12 February 2021Tatton Weekly

‘Worst recession in 300 years’ was how UK media framed Friday’s release of UK GDP growth data for the last quarter of 2020. They were also quick to point out that the -9.9% full-year number was far worse than any other major…

Calming of nerves

5 February 2021Tatton Weekly

After January’s misbehaviour – everything from riotous insurrection at the US Capitol to rebellious share speculation – February began with a more predictable return to normality. The share price of now internationally famous US video game store GameStop has fallen by around…

Video