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 19, 2024

The surging cost of retirement

According to the Pensions and Lifetime Savings Association (PLSA)1, a ‘moderate’ standard of living that includes £55 per week on groceries, a two-week all-inclusive holiday, £10 a week on takeaways and £100 a month to take others out for a meal, could cost a single person £31,300 a year, which is £8,000 more than last year. For couples, £43,100 a year is required to live at this standard.

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By Tavistock | June 13, 2024

New Pension Tax Framework

Discover the key changes to the UK’s pension tax framework that came into effect 6 April 2024 and how they impact your retirement planning.

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By Tavistock | June 6, 2024

Wealth Transfer Gains Momentum

Recently published research suggests the long-heralded ‘great wealth transfer’ is now firmly underway, which inevitably heightens the need for carefully considered intergenerational financial planning as assets continue to flow down the generations.

Contact us today to learn more about our investment offering

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