Tatton Investment Management

From Potential


Growing rapidly since its founding in 2012, Tatton Investment Management provides a market-leading portfolio management service designed to make active expert investment management accessible to retail investors. As at April 2018, the London-based business handled more than £5 billion of investments across their competitively-priced portfolio range.


Tatton Investment Management sought to outsource their marketing direction, management and activity to a trusted partner. Step forward Uniquity.

To Performance

Since our first engagement with Tatton in early 2017, Uniquity has worked across a broad range of projects for the team, focused on strategic delivery and building consistency across the business’ brand.

First, we set the firm’s marketing direction with a series of workshops focused on marketing strategy. Here, we identified a need to refresh and tighten the Tatton brand, and kicked off campaign-planning for the business’ content marketing and events programme.

Insightful customer research offered up key insights that we later developed into a brand purpose that captured Tatton’s unique adviser-focused service offering. We then translated our updated brand visual identity across a suite of print and digital collateral – including brochures, email campaigns and social media content. This visual identity was supported by a new brand tone of voice, which we used to rewrite the website for retail investors and financial advisers.


“As a rapidly growing business, Tatton engaged Uniquity as our marketing partner to provide focussed support and delivery to allow us to meet market demand with limited internal resource. Uniquity created and delivered a marketing plan that gave us clarity on our brand purpose, priorities and direction of travel. We worked together to refresh and elevate the brand whilst establishing a complete new suite of marketing materials and refreshing existing ones with a consistent tone of voice and feel. Through the brand workshops, documents, website development and event management, Uniquity provided us with a complete marketing department that has resulted in an enhanced brand experience and allowed us to grow our internal capabilities. I would not hesitate to recommend them. The Uniquity team are good at what they do, never let you down and are pragmatic in their approach.”

Helen O’Neill, Chief Operating Officer

“Embedding Tatton in our business has been one of the most rewarding and successful strategies that we have ever implemented in the history of our company”

Customer insight from our research programme

Marketing strategy・Brand development・Marketing content・Web copy・Print collateral