Protection

Managing Client Portfolios yourself comes with
inherent risks

The client agrees their attitude to risk
The provider invests their money in a portfolio

The subsequent risks…

are all yours

let us summarise your choice
you, the adviser
you, the IFA

You must match client ATR to an Investment Portfolio
(fund managers sell to you)

You must ensure volatility of investment portfolio is appropriate at all times

You own ALL the risk if client complains

Interests are not aligned between You and THE FUND MANAGER

The Risks are on You
with TAVISTOCK WEALTH

You must still match client ATR to an Investment Portfolio

We manage portfolios to the specific volatility targets that define a Client’s ATR

Currency hedging ensures portfolio volatility remains aligned with Client’s ATR

Our interests are aligned with You and Your Client

Risks are mitigated
TAVISTOCK WEALTH

Download the Protection PDF

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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