Tatton Investment Management is the most recommended discretionary fund management (DFM) provider for advisers, Defaqto has found.
Defaqto's annual DFM Satisfaction Study 2024 found that Tatton Investment Management is the most recommended DFM provider for advisers, followed by Brooks Macdonald and Waverton Investment Management. Alongside being the most recommended provider overall, Tatton Investment Management also topped Defaqto's list of preferred providers for two of the three types. It is the preferred provider for model portfolio service (MPS) via a platform and for MPS direct custody, based on the greatest number of top three preference positions. Tatton Investment Management chief commercial officer Just...
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