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

Avoiding the unretirement tax trap
The trend of “unretirement”—people returning to work after initially retiring—is becoming increasingly common. However, many of those who choose to unretire are unaware of the potential tax implications. Without careful planning, unretirement can lead to unexpected tax liabilities, creating what is often referred to as the “unretirement tax trap.”

Save Smarter, Stress Less
Saving isn’t just good for your bank balance—it’s good for your mental health too. Recent findings from UK Savings Week highlight the link between regular savings habits and improved life satisfaction, particularly for low-income savers. By creating a savings routine, you can build financial resilience, reduce stress, and enjoy greater peace of mind.

Women take the lead in opening Junior ISAs
Junior ISAs (JISAs) have become an increasingly popular way for parents and guardians to plan for their children’s financial future, and women are leading the way. Research shows that, since 2019, women have consistently outpaced men in opening JISAs, showing their growing role in long-term financial planning for their families. This trend highlights the important role women are playing in shaping the next generation’s financial security.