A leading investment manager
Principally recognised for our market leading Managed Portfolio Service
We manage over £16.55 billion* of investments on behalf of over 100,000
clients of more than 975 Financial Adviser firms.
In addition to our own funds and portfolios we also provide investment management for external funds where our approach to investment management is complementary to their strategies and objectives. However, the value of investments and the income from them can fluctuate and it is possible that investors may not get back the amount they invested.
*As of March 2024
Investment Process
Our investment team follows a clearly defined and robust investment process that draws on its experience and expertise. Each investment decision is well-considered, leading to funds that contain a suitable blend of global assets, regions and strategies to help meet investors’ needs.
We are unconstrained investment managers, meaning that we are not limited by a particular style or provider when selecting investments. Our investment process identifies any opportunity based on the benefits it presents – we then select an investment that most closely matches it.
Our investment philosophy and process is founded on a principle of fund stewardship. Stewardship, to us, means keeping funds aligned to the desired long-term investment objectives in the face of a constantly changing world. As such, we offer clients a broad range of investment risk exposure and investment strategies, always guarding against the unintended risks that can arise when making such investments.
Our aim is to provide the widest choice of fund styles and risk profiles, so that clients and advisers can decide how best their individual needs and longer-term investment goals can be met. We are agnostic on the choice of platform or investment style, whether that be opting for funds with active or passive funds, an income focus, or any ethical restrictions.
Please contact your Financial Adviser for more information on our investment approach.
Team
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. Lothar has previously grown award-winning multi-manager funds and was previously Chief Investment Officer at Octopus Investments.
In an investment management career spanning three decades, Lothar designed and launched the Barclays Multi-Manager fund range and held senior roles at NM Rothschild, Threadneedle and Commerzbank Asset Management.
Educated in Germany, Lothar holds a postgraduate degree in Business and Economics (Diplom Oekonom) from Ruhr-Universitaet Bochum and is a regular contributor to international conferences, publications and symposia.
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 focuses his analysis 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. A CFA charterholder, James holds an MSc in Economics from the University of Warwick and an MSc in Quantitative Finance & Risk Management from Newcastle University.
Astrid Schilo
Chief Investment Strategist
Astrid has 20 years of investment experience and runs Tatton’s tactical multi-asset allocation. She has a long pedigree in applying both cyclical and structural macro-economic developments to financial markets. Previously to Tatton she was Senior Macro Strategist at Mediolanum Asset Management and was also the Chief European Economist at ExaneBNPParibas
Astrid is tri-lingual in English, German and French and holds an MSc in Economics / Public Financial Policy from the London School of Economics.
Adam Rawling
Investment Analyst
Adam is responsible for performance analysis and risk management within the Investment team. He joins us from IBM, where he worked as a Finance Consultant, project managing AI & Automation work. Adam holds an MSc in Investment Management from the University of Surrey.
Anthony Graham, CFA
Fund Research Analyst
Anthony joined the Tatton investment team in January 2020 and is primarily responsible for fund selection. He previously worked as a Portfolio Manager focusing on the centralised investment proposition. Currently a CFA Level III candidate, Anthony holds the Investment Management Certificate (IMC) alongside an MSc in Strategic Planning & Investments and a BA (Hons) Financial & Business Economics.
Dimitra Liga
Investment Analyst
Dimitra supports the investment specialist team in working closely with the sales, operations and investment team to deliver oversight of Tatton’s investment offering to Financial Advisers. She collates and analyses performance data and associated metrics to integrate data into readily accessible information. Dimitra graduated from University of Nottingham with a MSc in Finance and Investment.
Eli Stubley
Investment Analyst
Eli serves as a Multi-Asset Analyst at Tatton Investment Management, having joined the team in October 2021. In this role, Eli is instrumental in shaping the asset allocation framework that underpins Tatton’s portfolios.
Prior to joining Tatton, Eli pursued an academic path that laid a strong foundation for the current role, completing a BSc in Economics, Accounting, and Finance at Royal Holloway University. Subsequently, Eli earned an MSc in Finance (Asset Pricing) from King’s College London, graduating with First-Class Honours and Distinction, respectively.