Tavistock Investments Plc completes 10-year strategic partnership/sale of Tavistock Wealth
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.
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.
Direct To Consumer (D2C)
Providing a ‘non-advice’ investment platform for investors of most budgets to ‘self invest’ in a range of funds to suit their needs, and to take advantage of any available tax allowances on your investment.
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.
Links to Group Websites
Since the 30th of June 2020, which is the date we use for monitoring performance since the start of our strategic review process, the ACUMEN Portfolios have delivered strong risk-adjusted returns, largely outperforming their respective IA sectors.
Over the last year the investment team have delivered strong risk-adjusted returns during a period of considerable uncertainty and market volatility.
Welcome to the Q2-2021 ‘Quarterly Perspectives’ publication
In its latest economic outlook, the OECD increased its expectations for global GDP. For 2020, the improvement is minimal, reflecting an upward revision, in real GDP, from -4.5% to -4.2%. But beyond that, growing economic momentum should boost global growth to pre-pandemic levels, estimated at 4.2% in 2021 and 3.7% in 2022.
"The company has delivered continued organic growth in both its investment management and financial advisory businesses despite recent economic uncertainty."
"Tavistock Investments has officially launched its direct-to-consumer app, which allows the client to open an ISA or a general investment account...the investment manager revealed that a self-invested personal pension and other Tavistock Wealth funds will be made available in due course through the smartphone app."
"Warren Buffett has mused, ‘If you’ve been playing poker for half an hour and you still don’t know who the patsy is, you’re the patsy...investors are all too often the patsy. So if you’re like me, you might be more interested in profitable, growing companies, like Tavistock Investments..."
Tavistock Investments leading the way
Tavistock Asset Management 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 Asset Management 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.
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.
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.
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 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire, SL5 9FE. Company Number 05066489.