“Discovery consists in seeing what everyone else has seen and thinking what no one else has thought.”
Albert Szent-Gyorgyi
Nobel Prize Winner – 1937
Revolutionary Thinking
in financial services
Tavistock Investments Plc looks after the personal wealth of tens of thousands of people, providing them with both financial advice, and with investment products and services that were historically only available to financial institutions and professional investors.
We aim to set industry leading standards for financial advice and investment management. We believe in the pursuit of excellence as a process of evolution. We understand that revolutionary thinking is the commitment to a continual stream of marginal gains.
Advisory Network
Managing the personal wealth of tens of thousands of people providing them with financial planning and advice services to help them create, grow and protect their wealth.
Central Investment Proposition
Providing retail clients with access to institutional quality portfolio management at a retail price partnering up with the most successful risk manager in our industry.
Direct To Consumer (D2C)
Providing a ‘non-advice’ investment platform for investors of most budgets to ‘self invest’ in a range of funds to suite their needs, and to take advantage of any available tax allowances on your investment.
Strategic Partnerships
Working to develop advantages that partnerships can bring, pushing platforms and products into new markets, overcoming the traditional barriers of scaling by using the core competencies of each partner.
Our business is built on traditional values combined with
Revolutionary Thinking
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We believe in acting as if what we do makes a difference, because it does. It helps everyone to be the best they can be, and that is our goal.
We want every person in our business to pursue improvement in every aspect of what we do, continually looking for ways we could become better.
This approach applied to our financial advice ensures that we deliver the best solutions to suit your circumstances and that your needs will always be at the heart of everything we do.
That’s Revolutionary Thinking.
THE GROUP
An integrated approach to Investing
The Group has separate investment management and advisory businesses. Tavistock Wealth delivers institutional quality portfolio management at a retail price, providing individuals with the benefit of collective buying power to ensure their portfolio management, platform and dealing charges are amongst the lowest in the industry. Our advisory businesses provide compliance, administration and accounting services to independent financial advisers (Tavistock Partners) and to financial advice firms (The Tavistock Partnership). Tavistock Private Client is a multi-award winning practice that provides independent financial advice and investment management services to higher net worth private clients.
Collective buying power ensures that every person’s investments are protected in globally diversified portfolios, holding over 18,500 positions across 9 primary asset classes and 100 countries; at charges that are amongst the lowest in the industry.
Each investor portfolio is continuously managed to the highest standard of regulatory and tax compliance and to the level of risk agreed with each client at the outset.
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Integrated Services
Links to Group Websites
latest news
Technical Perspectives
In last week’s blog we discussed the ‘Nasdaq whale’, Softbank, and the role it played, alongside an army of retail investors, driving tech prices ever higher prior to the recent correction. These short-term ‘technical’ flows are driven by the options market as traders look to hedge their underlying exposure, amplifying moves both lower and higher.
The NASDAQ Whale
The ACUMEN Portfolios continue to perform well. As you can see from the table below, performance for the rolling quarter (to the end of August) remains strong relative to the market composite benchmark and the current assigned IA sector, which I understand many advisers use for comparison purposes. ACUMEN Portfolios 3-8 were all in the first quartile and ranked in the top 15 within their category.
A Speech For The History Books
In a speech for the history books, last week Fed chairman Jerome Powell announced a significant change to the way it conducts monetary policy by formally announcing ‘average inflation targeting’. This means the Fed will now allow inflation to overshoot its official 2% target to compensate for prior years where inflation failed to reach that level.
Room to Run
Despite the fact the coronavirus has plunged many countries into recession, global equity markets are now back at all-time highs, as measured by the Bloomberg World Exchange Market Capitalisation index.
Tavistock Investments leading the way
Tavistock Wealth identified and have been following an investment strategy to include the use of low cost ETFs since its inception. ETFs can contain multiple underlying assets now making it a popular and wiser spread choice to others for fund diversification. Tavistock Wealth saw the potential of ETFs
from their beginnings and have traded them longer than most. Many have followed, few know them as we do. We already manage more than £1Billion of
customers investments and are the amongst the most prolific ETF traders in the world.
LAW SOCIETY ENDORSES TAVISTOCK INVESTMENT ADVICE
Tavistock Law, a trading style within Tavistock Private Client, delivers a turnkey service to all members of the Law Society. Our regulated Private Client advisers provide Trustees with independent financial advice on investment solutions for Trusts and Court of Protection awards, of any size.
Tavistock Launch Protected Portfolio
The ACUMEN Capital Protection Portfolio (ACPP) with a protection level of 90% of the highest value ever achieved, is the latest in the ACUMEN range of Portfolios. Being invested within the ACPP will afford a significant amount of the initial investment being protected, as well as a substantial amount of any future profits.
i-STOCK
Direct to consumer
The Tavistock Investments Group launched a direct-to-consumer (D2C) investment App in early 2019, which allows a customer, to invest money into an ISA or General Investment Account, with a plan to launch a SIPP account in 2020.
Deposits can be made from as little as £50 per month, or a one-off payment of just £100. Either can then be invested in an ISA to take advantage of annual tax benefits, or a General Investment Account.
There are no account fees for running an i-stock investment account and everything can be managed from the App on mobile, tablet or laptop. The App can be downloaded on both Apple and Android, as well an a state-of-the-art web app direct to your phone.
Start your 2021 ISA today.
Invest from as little as £50 per month, take advantage of you tax allowances for this tax year 2019/2020, and build your wealth for the future – all from your mobile phone.
Sign up today and your account will be free for the lifetime of your investment, and you can deposit or cash out anytime, 24/7.
Ethos
Building the future of Investing
The ethos of the Tavistock Investments Group is founded on traditional values – honour, vigilance and dependability – enhanced by the relentless pursuit of excellence and improvement in every aspect of what we do.
Your best interests are at the core of everything that we and our advisers do on your behalf. We believe it’s our ability to build strong relationships with clients that is key to success for both.
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Tavistock Investments Plc, Registered in England and Wales. Registered Office: 1 Bracknell Beeches, Old Bracknell Lane, Bracknell RG12 7BW, Company Number 05066489.