Claire Bennison

Spear’s Review

Claire Bennison, director of investment solutions at Tatton, places priority on the need to engage clients in how their money is managed.

‘Clients should never be removed from the investment journey due to professionals using complicated or seemingly illogical terms,’ she says.

Prior to joining Tatton in 2019, she spent a decade with Brooks Macdonald, where she engineered the firm’s expansion into the north of England, including opening its York office.

Based in Tatton’s Manchester office, Bennison has been tasked with developing the firm’s investment proposition, adding a bespoke dimension to its existing managed portfolio service, which the firm hopes will broaden its existing client base.