Tavistock Investments Plc completes 10-year strategic partnership/sale of Tavistock Wealth
in financial services
Tavistock Investments Plc looks after the personal wealth of tens of thousands of people, providing them with both financial advice, and with investment products and services that were historically only available to financial institutions and professional investors.
We aim to set industry leading standards for financial advice and investment management. We believe in the pursuit of excellence as a process of evolution. We understand that revolutionary thinking is the commitment to a continual stream of marginal gains.
Managing the personal wealth of tens of thousands of people providing them with financial planning and advice services to help them create, grow and protect their wealth.
Providing retail clients with access to institutional quality portfolio management at a retail price partnering up with the most successful risk manager in our industry.
Direct To Consumer (D2C)
Providing a ‘non-advice’ investment platform for investors of most budgets to ‘self invest’ in a range of funds to suite their needs, and to take advantage of any available tax allowances on your investment.
Working to develop advantages that partnerships can bring, pushing platforms and products into new markets, overcoming the traditional barriers of scaling by using the core competencies of each partner.
Links to Group Websites
The narrative, heading into the US election, was a ‘Blue Wave’ victory for the Democrats. Polls and betting odds favoured a Biden win and a Senate majority and investors positioned accordingly. Anticipation for a huge fiscal stimulus package, estimated at $3 trillion+, lent itself to the global reflation trade which would stimulate the economy and revive inflation, benefiting cyclical assets whilst hitting government bonds.
The ACUMEN Portfolios continued their strong run throughout October, largely outperforming the market composite benchmark and IA sectors (used for peer group comparison purposes) which lost ground across the board.
With the US election just 8 days away, financial markets are following the polls and pricing in a Biden win. The prospect for a Democratic clean sweep has contributed to the rising ‘Blue Wave’ narrative benefiting those companies that stand to benefit from Democratic party policy. Meanwhile a long/short basket of companies more closely aligned with Republican policy and values has steadily underperform.
Welcome to the Q4-2020 ‘Quarterly Perspectives’ publication.
"The company has delivered continued organic growth in both its investment management and financial advisory businesses despite recent economic uncertainty."
"Tavistock Investments has officially launched its direct-to-consumer app, which allows the client to open an ISA or a general investment account...the investment manager revealed that a self-invested personal pension and other Tavistock Wealth funds will be made available in due course through the smartphone app."
"Warren Buffett has mused, ‘If you’ve been playing poker for half an hour and you still don’t know who the patsy is, you’re the patsy...investors are all too often the patsy. So if you’re like me, you might be more interested in profitable, growing companies, like Tavistock Investments..."
Tavistock Investments leading the way
Tavistock Wealth identified and have been following an investment strategy to include the use of low cost ETFs since its inception. ETFs can contain multiple underlying assets now making it a popular and wiser spread choice to others for fund diversification. Tavistock Wealth saw the potential of ETFs
from their beginnings and have traded them longer than most. Many have followed, few know them as we do. We already manage more than £1Billion of
customers investments and are the amongst the most prolific ETF traders in the world.
LAW SOCIETY ENDORSES TAVISTOCK INVESTMENT ADVICE
Tavistock Law, a trading style within Tavistock Private Client, delivers a turnkey service to all members of the Law Society. Our regulated Private Client advisers provide Trustees with independent financial advice on investment solutions for Trusts and Court of Protection awards, of any size.
Tavistock Launch Protected Portfolio
The ACUMEN Capital Protection Portfolio (ACPP) with a protection level of 90% of the highest value ever achieved, is the latest in the ACUMEN range of Portfolios. Being invested within the ACPP will afford a significant amount of the initial investment being protected, as well as a substantial amount of any future profits.
Direct to consumer
The Tavistock Investments Group launched a direct-to-consumer (D2C) investment App in early 2019, which allows a customer, to invest money into an ISA or General Investment Account, with a plan to launch a SIPP account in 2020.
Deposits can be made from as little as £50 per month, or a one-off payment of just £100. Either can then be invested in an ISA to take advantage of annual tax benefits, or a General Investment Account.
There are no account fees for running an i-stock investment account and everything can be managed from the App on mobile, tablet or laptop. The App can be downloaded on both Apple and Android, as well an a state-of-the-art web app direct to your phone.
Building the future of Investing
The ethos of the Tavistock Investments Group is founded on traditional values – honour, vigilance and dependability – enhanced by the relentless pursuit of excellence and improvement in every aspect of what we do.
Your best interests are at the core of everything that we and our advisers do on your behalf. We believe it’s our ability to build strong relationships with clients that is key to success for both.
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Tavistock Investments Plc, Registered in England and Wales. Registered Office: 1 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire, SL5 9FE. Company Number 05066489.