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
Bridging the wealth gap: planning for your family’s financial future
Many families today are quietly navigating a financial balancing act — supporting children as they step into adulthood, while also helping parents in later life. This growing pressure across generations is creating a new kind of wealth gap — not just in income, but in timing, priorities and planning.
Future ready: tune into Budget changes now
The latest Budget signals longer-term tax changes. Learn what to tune into now, from dividend tax and ISAs to pensions, property and IHT.
The great wealth transfer: What it means for your family’s financial future
The UK will see a £5 trillion+ wealth transfer in the next 30 years. Find out what it means for baby boomers, Gen X and millennials and how to plan ahead.