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

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By Tavistock | December 7, 2023

The importance of a regular savings habit

Maintaining monthly savings levels or committing towards new savings against a difficult economic backdrop can be challenging.

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By Tavistock | December 4, 2023


Ensuring you have enough money to enjoy a carefree retirement is not just about investing regularly and wisely throughout your career.

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By Tavistock | November 28, 2023

Care home fees are rising – have you made a plan?

The importance of saving for retirement is shouted from the treetops – but a topic that gets less attention is paying for long-term care in old age.

Contact us today to learn more about our investment offering

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