Tatton Investment Management’s Managed Portfolio Service is now available through the P1 Platform, making Tatton available through 19 investment platforms.
Tatton said being accessible on as many platforms as possible was “essential” to enable advisers “to choose where to do business”.
The asset manager said it has an agnostic approach to the providers it works with “to give advisers the investment solutions they need to make their business more competitive and their offerings more client centric, an approach shared by P1.”
Justine Randall, chief commercial officer, Tatton added: “Making Tatton available on P1 is a direct response to IFA demand for access to investment excellence across a wider platform base. Tatton was created to empower advisers through technology to allow them to focus on client service and developing their business. P1 has embraced the power that technology can give advisers and their client offering, so it’s a very comfortable fit with Tatton.”
Adam Prestwood, Operations Director, P1 said: “This collaboration aligns perfectly with our commitment to providing advisers with top-tier investment options and cutting-edge technology. It’s another example of how powerful our data structure is, allowing us to integrate to Tatton’s portal as quickly and seamlessly as we have done, and enabling them to build and instruct model portfolio rebalances from outside the platform. We’re excited about the opportunities this brings to our advisers, we believe our role is to enable firms to build and grow the business in the way they see fit, tailoring their services to meet the diverse investment needs and objectives of their clients.”
Tatton Investment Management has won the Professional Paraplanner Best Outsourced Investment Provider award three years in a row – 2021 – 2023.
