Company description

We are the partners of the Financial Adviser firms we work with, respecting and building on their relationship with their clients. We offer investors a range of investment strategies, all based around our philosophy of delivery against investment objectives, value and fee transparency at service levels we expect for ourselves. Our market-leading charge of 0.15% per annum (which includes VAT) with no minimum investment threshold beyond the platform minimum makes discretionary portfolio management accessible to many investors.

What is Investment Excellence?

We judge ourselves by delivering Investment Excellence to our investors.

To us, Investment Excellence has three elements:

● Generating returns

● Risk management

● Competitive fees

The combination of all three elements generates real sustainable returns for investors. Portfolio returns are the most visible performance indicator but can only be achieved within an investor’s risk tolerance – we won’t compromise risk to chase returns. Similarly, we won’t compromise returns through unnecessary costs, so we try to lower the cost of investment wherever possible.

Our approach allows us to identify opportunities and use them in appropriate portfolios. We stay within our clients’ risk parameters and manage costs, creating a compelling combination for investors.

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Services available

Tatton Managed Portfolios

The Tatton Managed Portfolios are constructed from actively managed funds. We select managers with strategies most aligned with our market view of the global economy that allow the potential for portfolio gains within a chosen level of risk.

Tatton Core Portfolios

The Tatton Core Portfolios are a hybrid mix of passive and actively managed funds effectively blending returns from the two strategic approaches. This hybrid approach reduces the cost of investing through the use of passive funds.

Tatton Tracker Portfolios

The Tatton Tracker Portfolios are constructed from passive funds. The portfolios are managed in the same way as our other portfolios and following the same geographical and asset allocation strategies. Passive funds have lower charges meaning the Tatton Tracker portfolios have the lowest costs of any of our portfolios.

Tatton Ethical Portfolios

The Tatton Ethical Portfolios allow investors to have their entire portfolio managed under the ethical considerations that they care about. We combine negative and positive screening to ensure clients' investments not only align with their principles but also generate investment returns in line with their risk profiles.

Tatton Income Portfolios

Aiming to generate a steady source of growing income while providing capital growth in line with inflation or higher, these portfolios are designed for investors seeking regular cash flow from income assets.

Tatton AIM Portfolio

Our AIM Inheritance Tax Portfolio service is an estate planning service that uses Business Relief, a tax benefit applied to the shares of many companies listed on Alternative Investment Market (AIM), to reduce the inheritance tax (IHT) liability of investors.

Our robust investment process helps us to identify profitable, growing businesses that may also qualify for 100% IHT relief. This means investments in our Tatton AIM IHT Portfolio can potentially be exempt from IHT after two years.

AIM stocks can be volatile, particularly during general stock market downturns, and carry a higher risk of company failure. Therefore, investing in AIM is mostly suitable for investors who have a long-term horizon for their investment, and are willing to accept the higher risks associated with investing in such companies.

Tatton Blended Funds

The Blended Funds are a range of risk rated multi-manager funds. The fund portfolios of the funds are a hybrid mix of passive and actively managed funds effectively blending returns from the two strategic approaches. This hybrid approach reduces the cost of investing through the use of passive funds.

The funds we select invest in UK and global equities, fixed income, alternatives and cash.

The Tatton Blended Fuds use our seven-stage investment process to ensures our investment team’s ideas and standards are applied consistently for all of our investors.