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 | December 2, 2025

Balancing family needs and your own financial freedom

Are you helping both children and parents financially? Discover how to support your family without compromising your own long-term financial freedom.

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By Tavistock | November 20, 2025

Cloning scams on the rise: how to protect your investments

Cloning scams are now the top fraud risk for UK investors. Learn how these scams work, why they’re getting harder to spot, and how to stay protected.

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By Tavistock | November 6, 2025

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.

Contact us today to learn more about our investment offering

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