INVESTMENT TURNED ON ITS HEAD
We believe an actively managed, globally allocated, multi-asset portfolio, comprised of low-cost ETFs with diversified holdings in equity, bond, commodity and property markets is statistically more likely to outperform a traditional active manager almost all of the time.
Institutional quality portfolios with overseas exposure hedged back to the investing currency
(GBP, EUR or USD)
The GLOBAL Portfolios are designed to outperform their market composite benchmarks
DFM Fee of up to 1.00%* per annum and AMC of 0.75% per annum providing one of the lowest combined charges in the industry
ABOUT TAVISTOCK WEALTH
Tavistock Wealth manages over £900m of assets on behalf of all clients. We aim to provide private clients with access to institutional quality portfolio management at a retail price. Tavistock Wealth is a subsidiary of Tavistock Investments Plc, the UK wide financial services group. Currently, Tavistock has over 175 financial advisers helping private clients look after more than £3bn + of investments.
LONDON – FINANCIAL CAPITAL OF THE WORLD
Please send us a message if you would like us to contact you
*Dependent on jurisdiction and investment platform.
The value of an investment in the GLOBAL Portfolios and ACUMEN Portfolios may fall as well as rise. Past performance should not be seen as an indication of future performance.
Tavistock Wealth (Global) Limited is a wholly owned subsidiary of Tavistock Investments Plc and is an affiliate of Tavistock Wealth Limited. Tavistock Wealth Limited is authorised and regulated by the Financial Conduct Authority in the United Kingdom with Firm Reference Number 568089 (company number 7805960).
The content of this site is for professional intermediaries only and should not be relied on by a retail client.
For UK clients 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.