Tatton Model Portfolio Service available through Ascentric

Lothar Mentel

CEO & Chief Investment Officer

Lothar co-founded Tatton in 2012, and has overseen its growth to becoming a leading discretionary fund manager in the UK. His passion is to make the highest quality investment management available to most investors and is driven to ensure Tatton provides investors consistent repeatable investment performance coupled with the highest possible service standards.

In an investment management career spanning three decades, was previously Chief Investment Officer at Octopus Investments and designed and launched the Barclays Multi-Manager fund range He has also held senior roles at NM Rothschild, Threadneedle and Commerzbank Asset Management.

Justine Randall

Chief Commercial Officer

With 25 years’ financial services experience, Justine is our Chief Commercial Officer and leads our distribution, marketing and proposition teams. A part of the Tatton family for over 6 years, she is a regular industry speaker, raising awareness of MPS overall and championing our goal to bring down the cost of investing.  Justine is a passionate leader and thrives working at the forefront of our distribution teams engaging with our strategic partners and IFA advocates.

Jim Kean

Chief Economist

Jim brings more than 30 years’ investment experience to Tatton, directing our strategic and global market research. He is responsible for the macro allocation and heads the investment analyst function.

James Saunders, CFA

Head of Portfolio Management

James’s analysis focuses on fund selection, performance attribution and building asset allocation processes.

James previously acted as Portfolio Manager at Sandaire, Investment Analyst at Lord North Street Limited and Trader at Tibra Capital. CFA charterholder.

Astrid Schilo

Chief Investment Strategist

Astrid researches and builds the tactical investment proposals for the full range of Tatton portfolios.

Astrid was previously at Mediolanum Asset Management as Senior Macro Strategist, Senior Research Principal at Accenture, the Chief European Economist at Exane BNP Paribas.

Claire Bennison

Director of Investment Solutions

Drawing on 30 years of Financial services experience, Claire extends our portfolio service for more complex and high net worth clients. Claire joined us from Brooks Macdonald, where she was Director of Services and Products having previously been Head of Currencies and Technical Analysis at Barclays.

Chris Robinson, CFA

Head of Investment Specialist Team

Chris works with IFAs to provide analysis of Tatton’s investment strategy, portfolio construction and performance to investors in the Tatton strategies. He draws from his experience as a former direct equity and multi-asset analyst, playing an active role on the Tatton Investment Committee and Ethical Investment Committee. Chris is a CFA Charterholder, holds the CFA UK Certificate in ESG investing and a BSc (Hons) Economics degree.

Roddi Vaughan-Thomas

Head of Communications and Marketing

Roddi directs and manages the marketing and communications output of Tatton, overseeing the brand and its footprint, ensuring the provision of clear accessible communications and content for IFAs and their clients. Roddi has over 25 years’ experience directing and managing communications for financial services firms, having previously qualified as a Financial Adviser. With extensive agency experience, Roddi has helped develop numerous market-leading investment and wealth management brands and products to the IFA sector.