Lothar Mentel tells Cherry Reynard how Tatton Investment Management is challenging traditional discretionary fund managers by offering a service that chimes with the demands of a modern-day financial advice business
Many advisers, having concluded their clients are better served by their acting as GP rather than pharmacist, as it were, now outsource some or all of their investment proposition to a third party. How best to go about doing so, however, remains a subject of some debate and, according to Tatton Investment Management CEO Lothar Mentel, advisers will often have tried a number of options - from multi-asset fund to model portfolio service to bespoke discretionary fund management - before settling on what is most appropriate for their business. Launched in 2013 as a pared-back alternative to ...
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