Tatton Adds Global Choice

Posted 8 July 2020

Tatton is pleased to announce the introduction of a range of Global portfolios to further enhance its flagship managed portfolio service. Perfectly positioned as the global economy emerges from COVID-19 lockdowns, the Tatton Global portfolios will complement the existing range which has amassed over £7.5billion of assets under management since inception in 2013.

The new portfolios will help IFAs find suitable solutions for investors looking for a greater degree of international exposure with capital market driven allocations rather than where the investor happens to live.

At Tatton we are passionate about remaining agnostic on investment style as well as platform and risk profiler choice adopted by our supporting adviser base. The introduction of the global portfolios is an extension of this philosophy and will be available across all of our risk profiles i.e. active, tracker and core.

Lothar Mentel, CEO and chief investment officer, Tatton Investment Management said: “We have successfully made discretionary fund management accessible to the majority of investors and now we are adding a greater degree of sophistication to this our service. Investing is an emotional as well as a reflective process and we believe providing investors with more relevant choice is better than telling them what is best for them. Advisers and clients need to have long term comfort in order for us to make the best decisions on their behalf and we see this as a significant development in that regard.”

“We have been looking to introduce these allocations for some time and the emergence of the global economy from the COVID-19 lockdowns is providing a logic catalyst for change. Societies are split on a global or more domestic future for their economies so it’s a natural development for us to satisfy this split in investor perspective.”

“Both allocations are equally valid, we are creating more choice for the clients of IFAs by allowing them to engage more fully in the type of asset allocation they are comfortable with, in addition to their level of investment risk. It is important that we remain agnostic on topics that divide investors and so we see it as a natural progression from our equally agnostic position between active and tracker based investments or choice of investor platform”

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