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’s summarise your choice:

YOU THE ADVISER

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

 

THE RISKS ARE MITIGATED

We can 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

Complete the form below to find out more

Contact Us

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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.

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To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.