+44 (0)1753 867000 investments@tavistockwealth.com


Our expertise is in portfolio construction and risk management

across multi-asset global markets

Options within the CIP are low cost, risk progressive model portfolios designed to meet the long-term needs of investors.

the key driver of risk and returns

is Asset allocation

ACUMEN Portfolios and CIP PROFILES are structured appropriately by working with some of the largest risk managers in our industry such as BlackRock and Smith & Williamson.

our aim is consistent, stable, top quartile performance

ACUMEN Conservative Portfolio
performance since inception:

Offer your clients consistent net returns whilst remaining within defined volatility parameters at all times!

Download the Stability PDF

Download PDF


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. 

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The value of an investment in the ACUMEN Portfolios or CIP PROFILES may fall as well as rise. Past performance should not be seen as an indication of future performance. Source of data: Tavistock Wealth Limited, Thomson Reuters and Lipper for Investment Management.