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“Pick out associates whose behaviour is better than yours and you’ll drift in that direction.”

Warren Buffett
Investment Billionaire

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Trading Exchange Traded Funds (ETFs)
The Visionary Future of Investing

Why Tavistock Wealth?

Creating wealth isn’t easy. If it were, all clients would be millionaires.  

Knowing how to tend your client investment gives it the best chance to grow – but we all know that doesn’t happen overnight. We’ve had our finger on the ETF pulse for over five years, and manage more than £1Bn on behalf of our clients. 

We manage client assets via our ACUMEN Portfolio range (UCITS Compliant OEICs). Each ACUMEN Portfolio contains dozens of ETFs, giving exposure to thousands of underlying securities. We can trade daily, based on how the individual ETFs perform and manage our ACUMEN Portfolios within defined risk parameters to match those you set with your clients.

The aim is for our ACUMEN Portfolios to grow into a sturdy and lasting shelter from the toughest of storms and help clients drift towards a better place.

ACUMEN PORTFOLIOS ARE HIGHLY SOPHISTICATED BASKETS OF ETFs
INVESTING IN SEVERAL THOUSAND UNDERLYING SECURITIES

ETFs. Low Cost. Diversified. Daily Liquidity.
Providing efficient access to a globally diversified portfolio.

Latest News:

The Call-Up

The Call-Up

Last week the FTSE Russell decided to include Chinese government bonds in its flagship World Government Bond Index (WGBI). The decision follows similar moves, from JP Morgan and Bloomberg, and a failed attempt to do so just one year prior which resulted in a number of reforms, to increase accessibility and currency trading options, that ultimately paved the way for benchmark admission.

read more
Technical Perspectives

Technical Perspectives

In last week’s blog we discussed the ‘Nasdaq whale’, Softbank, and the role it played, alongside an army of retail investors, driving tech prices ever higher prior to the recent correction. These short-term ‘technical’ flows are driven by the options market as traders look to hedge their underlying exposure, amplifying moves both lower and higher.

read more
A Speech For The History Books

A Speech For The History Books

In a speech for the history books, last week Fed chairman Jerome Powell announced a significant change to the way it conducts monetary policy by formally announcing ‘average inflation targeting’. This means the Fed will now allow inflation to overshoot its official 2% target to compensate for prior years where inflation failed to reach that level.

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Ben Raven

quoted in Portfolio Adviser 06/04/20

“Strategies which enable clients to participate in the financial markets by investing in a globally diversified mix of equities, bonds, commodities and property,” said Ben Raven, director of Tavistock Investments. “This should be done in a liquid and highly regulated, Ucits-compliant fund structure with no minimum term or complicated fees, such as upfront fee, performance fee, or redemption penalties.

“It should also provide clients with a level of capital protection, ideally underwritten by a global investment bank. The level of risk being taken is also key and a strategy with some form of volatility control could be of great benefit.”

Portfolio Adviser – 06/04/20

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

Ensure your recommendations are aligned
with your client’s attitude to risk (ATR) profile

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

benefits of working with TWL:

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

Sophisticated risk management software providing your 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 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.

With Visionary Thinking – We began trading ETFs over five years ago. See our track record here.

OUR ACUMEN Portfolios

Click any image below to see more details on our ACUMEN Portfolios, including how and where we invest:

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Contact Us

We would love to answer any questions or schedule a free consultation. Please call us or send us an email by completing the form below.

If you would like to speak to one of our team, please leave a message below leaving your postcode, and we will have someone contact you as soon as possible.

Please also indicate the level of investments you advise upon and the portfolios you are interested in:

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01753 867000

Head Office

1 Bracknell Beeches, Old Bracknell Lane, Bracknell, RG12 7BW

The value of an investment in the ACUMEN Portfolios or Tavistock 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.

We are currently reviewing the need to publish details of shareholder engagement policies and investment strategy.
We will update our website once our review is complete.

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.