Tatton Investment Management has emerged as the most prominent discretionary fund manager in Defaqto’s latest ranking of the most recommended managed portfolio services (MPS), with multiple propositions featuring in the top ten for 2025.
Data published by Defaqto shows Tatton Core Balanced was the most recommended platform MPS by value last year, moving up one place to take the top spot. It replaced Tatton Core Active, which had led the table in 2024 but fell two places to third. Position end 2025 Proposition Name Position end 2024 Movement up / down % Share of Top 10 1 Tatton Core Balanced 2 +1 13.95 2 Timeline 0.09% Tracker - 80 112 +110 13.31 3 Tatton Core Active 1 -2 13.16 4 Timeline 0.09% Tracker - 60...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
