they trust you to select the best investment option.
Our expertise is in managing risk
An innovative approach to help evaluate and build portfolios.
World class risk management technology and portfolio construction expertise.
PROVIDE YOUR RETAIL CLIENTS WITH INSTITUTIONAL QUALITY PORTFOLIO MANAGEMENT
Within the Tavistock Wealth Centralised Investment Proposition (CIP) we manage the ACUMEN Portfolios and a choice of 4 different PROFILES. All investment solutions are low cost, risk progressive and designed to meet the long-term needs of investors.
Asset allocation, rather than stock selection, is the key driver of risk and returns. Tavistock Wealth structures all ACUMEN Portfolios and CIP PROFILES accordingly by working with some of the largest risk managers in our industry such as BlackRock and Smith & Williamson.
Chief Investment Officer, Christopher Peel, oversees a research driven investment process. This combines quantitative, qualitative and operational due diligence across the passive and active fund management sectors.
All ACUMEN Portfolios and Tavistock PROFILES are set specific volatility parameters and are constantly monitored by our analysts. This ensures strict adherence to the criteria set by the Tavistock Wealth Investment Committee.
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THE BENEFITS OF OUR PROPOSITION
We look after:
The administrative burden of running 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.
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