REVOLUTIONISE
YOUR
BUSINESS

breakthrough with some revolutionary thinking…

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REVOLUTIONISE
YOUR BUSINESS

breakthrough with some revolutionary thinking…

Protect your clients and business
with currency hedged portfolios and institutional quality risk management

Ensure your recommendations are aligned
with your client’s ATR profile at all times

Tavistock Wealth proposition provides
an enhanced offering for your clients and
an increased valuation for your business

Protect your clients and business
with currency hedged portfolios and institutional quality risk management

Ensure your recommendations are aligned
with your client’s ATR profile at all times

Tavistock Wealth proposition provides
an enhanced offering for your clients and
an increased valuation for your business

What are the benefits?

Protection

Security that all investment recommendations remain aligned with your client’s ATR profile, providing a safety net to your business and helping reduce the risk of future client complaints.

HEDGING

Portfolios that are hedged against currency fluctuations, sheltering your clients from inappropriate levels of volatility and preventing any detrimental impact on their portfolio returns.

advantage

Unparalleled risk management software catering for $17tn of client assets across 33,000 portfolios every minute. Providing your retail clients with access to institutional quality risk management.

STABILITY

Target top quartile performance, whilst only ever subjecting clients to the appropriate level of risk. Providing your clients with stable risk and stable returns whilst avoiding any nasty surprises.

PROFITABILITY

Complete portfolio service removing the administration, compliance and investment management burdens. Designed to lower your costs and increase your profits.

AUTONOMY

All of the above with your name above the door. Take advantage of our white-labelled model portfolio service and transform your business into a modern-day wealth manager.

How does it work?

We manage a series of risk-progressive investment options. Our flagship ACUMEN Portfolios are available on 20 platforms and our various model portfolio options (CIP PROFILES) are available on 10.

By accessing the ACUMEN Portfolios or CIP PROFILES on your preferred platform, you can enhance your investment offering, protect your reputation, and increase the value of your business.

step 1

Select the appropriate ACUMEN Portfolio or CIP PROFILE

Step 2

Join the Tavistock Revolution on your platform of choice

How does it work?

At Tavistock Wealth we manage a Centralised Investment Proposition (CIP) containing a series of risk-progressive investment options. Our flagship ACUMEN Portfolio range is available on approximately 20 platforms. Our various model portfolio options (referred to as PROFILES) are available on approximately 10 platforms. This enables advisers to access all of the above benefits with minimal inconvenience.

By accessing the ACUMEN Portfolios or PROFILES on your preferred platform, you can work with Tavistock Wealth to enhance the investment offering to your clients, protect your reputation as an adviser and increase the valuation of your business.

step 1

Select the appropriate ACUMEN Portfolio or CIP PROFILE.

Step 2

Join the Tavistock Revolution on your platform of choice

what to do next?

Let us look after:

The administrative burden of managing model portfolios
The compliance burden of conducting portfolio re-balances on an advisory basis
The investment management burden of running your own portfolios

so you can look after your own ROI:

Reduce your risk of client complaints. Organise your client bank.  Increase your valuation. 

revolutionise your business

Tavistock Wealth can work with you to run a white-labelled DFM solution for your clients. This enables you to revolutionise your business into a modern day wealth manager. Through Tavistock Wealth you can offer your clients:

Enhanced investment offering

Increased currency hedging

Institutional quality risk management

24/7 portfolio monitoring

Instant portfolio switches

Implemented on platform of choice

Your name above the door

AVAILABLE for a 0% dfm fee

understand our revolutionary thinking

What do we mean by Revolutionary Thinking and why?

Join the Tavistock Revolution!

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The value of an investment in the ACUMEN Portfolios or CIP PROFILES may fall as well as rise. Past performance should not be seen as an indication of future performance. 

Tavistock Wealth Limited is registered in England and Wales (company number 7805960) and authorised and regulated by the Financial Conduct Authority (FRN 568089).

The content of this site is for professional financial advisers working in the United Kingdom. It is not aimed at the general public.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.
To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.