Tatton expands investment team in restructure

Posted 20 August 2019

Tatton Investment Management Limited (Tatton) today announces a restructuring and expansion of its investment team with two appointments. The changes, following the announcement of Tatton’s Bespoke Portfolio Service and assets in its Blended Fund Range Tatton increasing to £95 million (as at 14 August 2019), will improve the framework between the firm’s tactical asset allocation and long term macro-economic analysis.

James Saunders, Quantitative Research Analyst is promoted to Deputy Head of Investment and will lead the fund research process in addition to his quantitative research responsibilities.  Jim Kean, Head of Investment becomes Tatton’s first Chief Economist and will focus on providing analysis on the interaction between changes in global economic activity parameters and capital market action. The promotions are accompanied by the recruitment of Adam Rawling, quantitative research analyst and John Messer, portfolio manager, who joins from Brooks MacDonald.

Tatton is also recruiting a fund manager research analyst and an investment strategist that will be announced in due course.

Lothar Mentel, Chief Executive Officer and Chief Investment Officer, Tatton, said:

“I am very pleased with the growth of the business and it’s the right time to expand our research and strategic capabilities to reflect our future growth plans. The expansion into bespoke portfolios and the increase in assets within our blended funds has created the need for greater reach and it’s a reflection of the strength of our team that we can resource our team both through internal promotions and external recruitment.”

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Lothar Mentel

CEO & Chief Investment Officer

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Justine Randall

Chief Commercial Officer

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Jim Kean

Chief Economist

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James Saunders, CFA

Head of Portfolio Management

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Astrid Schilo

Chief Investment Strategist

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Claire Bennison

Director of Investment Solutions

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Chris Robinson, CFA

Head of Investment Specialist Team

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Roddi Vaughan-Thomas

Head of Communications and Marketing

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