Tatton Investment Management Limited

Tatton Investment Management is a London/UK based challenger investment manager with the objective of enabling investment advisers to make the best use of modern wrap-platform technology for the benefit of their clients and the efficiency of their own business processes. Our core investment proposition is a low cost discretionary overlay management service to existing advisory model portfolios, which we offer on various UK wrap-platforms. Tatton IM manages over £3.5 billion of assets for the private clients from more than 220 UK financial adviser firms. Our service has proven to be of particular interest to those advisers who focus their business on financial advice, but are uncomfortable to be handing their clients over to a third party for the ongoing investment management relationship. Clients benefit from achieving full discretionary management of their investment portfolios, while retaining a platforms flexibility of changing their arrangements at any time without having to move/re-register their investment assets. Mandate growth at a monthly rate of £100m/month is a reassuring sign that Tatton's services are satisfying a previous service gap.