Investment Management
Offering a range of different strategies to meet varying client needs.
Tavistock Asset Management manages a range of diversified, multi-asset mandates with clear objectives, clear risk levels and broad exposures to underlying investment expertise across the market.
Each mandate is managed for clients by professional investment managers and there is a full range of risk profiles, different levels of active management and a choice of portfolio structures.
We work with you to find the most suitable option for your client, allowing you to spend more time planning your clients’ future whilst benefitting from our specialist investment expertise and analysis.
The mandates currently available are outlined in the table below.

Factsheets and literature
For the latest Tavistock Asset Management factsheets and literature click below:
Latest Insights
How much do you really know about your pension?
Many UK adults overestimate their pension knowledge. Find out what you need to know about your scheme, your State Pension and how to take control.
End of tax year planning: Key allowances and limits for the 2025/26 tax year
As the 2025/26 tax year ends, review ISAs, pensions and gifting allowances to make sure you are on top of your tax numbers before April.
Market volatility in 2026: staying disciplined when conditions shift
Market volatility has risen in 2026. Learn why diversification and a disciplined long-term plan matter when inflation, rates and geopolitics shift quickly.
