Partner Profiles

Our 3rd party partners offer the following PROFILES:

Bordier

TAVISTOCK
BORDIER

3, 4, 5, 6, 7

Kleinwort Benson

TAVISTOCK
KLEINWORT BENSON
4, 6, 7, 8

Smith & Williamson

TAVISTOCK
SMITH & WILLIAMSON
3, 4, 5, 6. 7, 8

Partner Profiles are available on the following platforms:

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. 

Join the Tavistock Revolution!

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