MANAGING PORTFOLIOS COSTS TIME AND MONEY
YOUR TIME AND YOUR MONEY
The provider invests your client’s money in a portfolio.
As the adviser, you must ensure it performs within its volatility range.
WHEN A PORTFOLIO DOES NOT PERFORM WITHIN ITS VOLATILITY RANGE
YOU MUST TAKE ACTION!
THE ACTION YOU MUST TAKE
YOU THE ADVISER
YOU MUST MONITOR THE INVESTMENT, WHICH THE FUND MANAGER HAS “SOLD” TO YOU
YOU MUST ENSURE VOLATILITY OF INVESTMENT PORTFOLIO IS APPROPRIATE AT ALL TIMES
YOU ARE ACCOUNTABLE IF THE CLIENT COMPLAINS
YOU WILL SPEND TIME AND MONEY DEALING WITH COMPLAINTS
THE PROVIDER WILL HAVE NO LIABILITY
YOU OWN THE RISK
YOUR PROFITS WILL SUFFER
With Tavistock AM
WE MITIGATE FOREIGN EXCHANGE RISK THROUGH HEDGING THE MAJORITY OF OUR OVERSEAS EXPOSURE
WE PROVIDE INSTITUTIONAL QUALITY RISK MANAGEMENT
OUR PORTFOLIOS ARE MANAGED TO THE SPECIFIC VOLATILITY TARGETS DEFINED BY THE CLIENT’S ATR
WE MANAGE THE COMPLIANCE BURDEN
WE MANAGE THE ADMINISTRATION BURDEN
OUR INTERESTS ARE ALIGNED WITH YOURS
SAVE YOUR TIME AND
YOU FOCUS ON
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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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.