Tatton Core Balanced tops ten most recommended platform MPS by value

According to Defaqto Engage

Sahar Nazir
clock • 3 min read

Tatton Core Active has “finally been de-throned” by its sister proposition, the Tatton Core Balanced, in the top ten most recommended platform managed portfolio solutions (MPS) by value to the end of Q2 2025, according to data from Defaqto.

The findings are from Defaqto's whole of market data which includes more than 18,000 funds, 3,000 discretionary fund manager MPS portfolios, platforms and products. The data drawn from adviser research software Defaqto Engage, which is used by more than 30% of advisers in the UK, denotes the most popular managed portfolio solutions chosen through the research software. Tatton Core Balanced's percentage share within the top ten has increased by 81 bps since the end of Q1 2025, however, the Core Active has fallen by 525 bps. Rank Proposition Name Position end Q1 2025 Movement up / ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Autumn Budget 2025: IFS urges chancellor to avoid 'limping from one forecast to the next'

Autumn Budget 2025: IFS urges chancellor to avoid 'limping from one forecast to the next'

The updates advisers need in the run up to the Autumn Budget 2025 on 26 November

Professional Adviser
clock 16 October 2025 • 1 min read
The importance of female representation in wealth management

The importance of female representation in wealth management

'Representation at senior levels helps inspire the next generation of female advisers'

Amy Grace
clock 15 October 2025 • 5 min read
From youth mentor to advice: Mark Singh's journey to financial advice and empowerment

From youth mentor to advice: Mark Singh's journey to financial advice and empowerment

A passion for financial education and youth empowerment

Professional Adviser
clock 15 October 2025 • 3 min read