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

CIP PROFILES

A PROFILE is a model portfolio targeting a specific level of risk

CIP profiles

Our CIP provides a range of PROFILES designed to cater for the varying risk appetite of different investors, and to do so as cost effectively as possible

we cater for risk profiles 3-8 on a scale of 1-10 

Tavistock PB PROFILES

for more information on the tavistock pb profiles please click the image below:

Risk levels: 3-8

Allocation to ACUMEN Portfolios: 100%

Allocation to Active Managers: 0%

Inception Date: 28th February 2008

DFM Fee: 0%

You can also REQUEST a copy of our brochure HERE:

choose an alternative cip profile by clicking below:

TW PROFILES

Tavistock PROFILES

Risk levels: 3-8

Allocation to ACUMEN Portfolios: 50%

Allocation to Active Managers: 50%

Inception Date: 1st October 2014

DFM Fee: 0.175% + VAT

Risk levels: 3-8

Allocation to ACUMEN Portfolios: 50%

Allocation to Active Managers: 50%

Inception Date: 1st October 2015

DFM Fee: 0.125% + VAT

TW PROFILES

Risk levels: 3-8

Allocation to ACUMEN Portfolios: 50%

Allocation to Active Managers: 50%

Inception Date:
1st October 2014

DFM Fee: 0.175% + VAT

Tavistock PROFILES

Risk levels: 3-8

Allocation to ACUMEN Portfolios: 50%

Allocation to Active Managers: 50%

Inception Date:
1st October 2015

DFM Fee: 0.125% + VAT

partner profiles

Our 3rd party panel is comprised of whole of market managers delivering specialist investment strategies. Partners are selected based on their investment strategy, performance relative to their peer group and risk management track record. The panel is reviewed monthly by the Tavistock Wealth Investment Committee and currently contains:

Risk levels: 3-8

Allocation to ACUMEN Portfolios: 50%

Allocation to Active Managers: 50%

Inception Date: 1st October 2014

DFM Fee: 0.30% + VAT

FOR more information on our PROFILES you can request a copy of our Due Diligence Questionnaire HERE:

The value of investments held 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. The Tavistock PB PROFILES are a white-labelled offering based on the DFM Portfolio Management Service provided by PB Financial Planning Limited, a wholly owned subsidiary of Tavistock Investments Plc. PB Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. The inception date of the PB Financial Planning DFM Portfolio Management Service is 18/02/08. All Tavistock PB PROFILE performance data up until 31/12/16 has been provided by PB Financial Planning Limited and has been calculated using FE Analytics. As of 01/01/17, all Tavistock PB PROFILES invest in a blend of the ACUMEN Portfolio range. All performance data thereafter is provided by Tavistock Wealth Limited. Source of data: PB Financial Planning Limited, Tavistock Wealth Limited, FE Analytics, Thomson Reuters and Lipper for Investment Management unless otherwise stated.

THE BENEFITS OF OUR PROPOSITION

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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