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.