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

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By Tavistock | June 4, 2026

Economic outlook 2026: Green shoots or cautious wait?

Tentative signs of recovery meet ongoing uncertainty. Our take on the 2026 global economic outlook, IMF growth forecasts, and the implications for investors.

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By Tavistock | May 27, 2026

Dividend outlook 2026: What growth prospects mean for your portfolio

Dividend outlook 2026: What growth prospects mean for your portfolio UK dividends are forecast to reach £88.8bn in 2026. See what modest headline growth and a stronger underlying trend mean for income and investments.

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By Tavistock | April 22, 2026

Why keeping clam and staying invested can pay off in the long term

Markets may rise and fall, but long-term investors are usually rewarded. Learn why staying invested beats trying to time the market — especially in volatile times.

Contact us today to learn more about our investment offering

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