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
WHO INHERITS YOUR PENSION? AVOIDING COSTLY OVERSIGHTS
Many people don’t know who will inherit their pension. Find out why reviewing your beneficiary nominations is essential to protect your legacy.
Is nearshoring the next big investment opportunity?
Nearshoring is changing how companies manage supply chains. Discover what this shift means for global markets — and how investors could benefit.
Gen X stash the cash: is caution holding your wealth back?
Two in three Gen Xers are holding large cash savings — but could be missing out on growth. Learn how to balance caution with opportunity.
