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 from OEICs to Model Portfolios and even Protection Portfolios.
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
Five reasons why you should consider life cover
Life cover is an important part of financial planning – it might not be first on your list of priorities and as a result is commonly overlooked. Life insurance pays out a lump sum on your death which can be a lifeline for those you leave behind.
A Matter of Inheritance
Leaving loved ones some financial security is a priority for many. So-called baby boomers have been fortunate to have benefited from soaring house prices and bumper pensions, which means they can often hand down a large estate to the next generations.
Five ways to help cut mortgage costs
Mortgages hit the headlines last summer when rates started climbing. Around 1.4 million households are set to renew their home loans this year1 and borrowers across the board will see the cost of monthly repayments rise once they come to remortgage, thanks to the many interest rates from the Bank of England.