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Tatton Investment Management
Lothar Mentel's Tatton Investment Management provides outsourced CIO and DFM services to UK IFAs, constructing multi-asset portfolios from external funds.
Tatton Investment Management
Tatton Investment Management was established in 2007 by Chief Investment Officer Lothar Mentel, a former investment director at Octopus Investments. The London-based firm was built to provide independent discretionary fund management services to financial advisers, removing the conflict and administrative burden of in-house portfolio construction. The firm expanded into an outsourced chief investment officer model, taking responsibility for asset allocation and fund selection across client accounts. The strategy relies entirely on external fund managers. Tatton constructs multi-asset portfolios blending active and passive strategies across equities, fixed income, property, and alternatives. The model targets IFA firms seeking to outsource investment decisions without ceding client relationships to a competing wealth manager. Portfolios are built from third-party funds, with no direct security selection, which positions the firm as a pure fiduciary intermediary. The geographic focus is domestic UK, with global exposure delivered through the underlying fund holdings. Tatton listed on the London Stock Exchange's AIM market in July 2017, providing public-market transparency into its operating model. The firm's scale expanded through IFA network partnerships, including a distribution agreement with Tenet Group. The leadership team includes CIO Lothar Mentel, whose public commentary frames the macro backdrop for the firm's tactical asset allocation. The firm publishes a regular investment podcast and market commentary directed at adviser clients rather than institutional allocators. Tatton's structural differentiator is its independence from vertically integrated UK wealth managers. Where St James's Place or Quilter manage proprietary funds, Tatton owns no product manufacturing — it assembles portfolios from external managers and competes on price and delivery. That pure-play outsourcing model removes the in-house bias that creates structural tension in larger vertically integrated competitors.
General information
Firm type
Generic
Year founded
2007
AUM
Undisclosed
Location
Region
Europe
Country
United Kingdom
City
London
Corporate office
London, United Kingdom
Principals
Lothar Mentel
Chief Investment Officer
Frequently asked questions
Who runs investment decisions at Tatton Investment Management?
Chief Investment Officer Lothar Mentel leads investment decisions, supported by his investment team. Mentel co-founded the firm in 2007 and shapes the tactical and strategic asset allocation across Tatton's managed portfolio range. He is the primary public face of the firm's investment commentary.
Does Tatton pick individual stocks or bonds?
No. Tatton operates as a manager of managers, constructing multi-asset portfolios entirely from third-party funds. The team selects active and passive external funds across equities, fixed income, property, and alternatives rather than trading individual securities directly.
Who are Tatton's target clients?
Tatton serves independent financial advisers across the UK. Its discretionary fund management and outsourced CIO services allow IFAs to delegate portfolio construction and ongoing management while retaining the direct client relationship. This model targets adviser firms that want to outsource investment functions without referring clients to a vertically integrated wealth manager.
How does Tatton differ from vertically integrated UK wealth managers?
Tatton does not manufacture any proprietary funds. Unlike St James's Place or Quilter, which manage in-house products and distribute them through adviser networks, Tatton selects only external funds. That removes structural incentive to allocate toward a parent company's own products, which Tatton frames as a purer fiduciary model.
Is Tatton Investment Management a publicly traded company?
Yes. Tatton listed on the London Stock Exchange's AIM market in July 2017. The public listing provides transparency into financial performance, AUM growth, and ownership structure, setting it apart from many privately held discretionary fund managers in the UK.
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