PFS Show - 24th November 2016
Come and see us at
The London National Financial Planning Symposium
Wembley Stadium – 24/11/16 Stand No. 3
REVOLUTIONISE YOUR BUSINESS!
Protect your clients and business with currency hedged portfolios and institutional quality risk management. Ensure the recommendations you make are aligned with your client’s ATR profile at all times.
Tavistock Wealth can provide all the above leading to an enhanced offering for your clients and an increased valuation for your business.
The benefits of working with Tavistock Wealth
Protection
Security that all investment recommendations remain aligned with your client’s ATR profile, providing a safety net to your business and helping reduce the risk of future client complaints.
HEDGING
Portfolios that are hedged against currency fluctuations, sheltering your clients from inappropriate levels of volatility and preventing any detrimental impact on their portfolio returns.
Advantage
Unparalleled risk management software catering for $15tn of client portfolio assets across 33,000 portfolios every minute, providing access to institutional quality risk management for your retail clients.
STABILITY
Target top quartile performance year after year, whilst only ever subjecting clients to the appropriate level of risk. Providing your clients with stable risk and stable returns whilst avoiding any nasty surprises.
PROFITABILTY
Complete portfolio service alleviating you of investment management, compliance and administration burdens. Designed to lower costs and increase profits, allowing you to grow your business efficiently.
AUTONOMY
All of the above with your name above the door. Take advantage of our white-labelled model portfolio service and transform your business into a modern-day wealth manager.
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Q3-2021 QUARTERLY PERSPECTIVES
Over the last year the investment team have delivered strong risk-adjusted returns during a period of considerable uncertainty and market volatility.
Tide may be about to turn
The following is an abbreviated version of John Leiper’s article ‘Tide may be about to turn’ for Investment Week magazine. Follow the link and read his views on page 23.
Q2 2021 Quarterly Perspectives
Welcome to the Q2-2021 ‘Quarterly Perspectives’ publication.
Innovation in the ESG Eco System
Tavistock Wealth have come together with MSCI and LSE SU Green Finance Society to discuss Innovation in the ESG Eco System, alongside data analytics with MSCI.
Green Finance Summit 2021
Our Portfolio Manager for ESG, James Peel, was recently invited to provide his valuable insights into “Innovating Towards a Greener Future” as part of the London School of Economics Student’s Union Green Finance Society’s video conference: “Green Finance Summit 2021”.
The Great Rotation
In Nothing Is More Powerful Than An Idea Whose Time Has Come, published in November, we introduced the idea of a Great Rotation across US equity markets. As shown in the chart below, this rotation is playing out in textbook fashion with value stocks outperforming growth by about 20% since the end of last year.
The Unemployment Problem
The Fed’s dual mandate is price stability and maximum employment, but Jerome Powell has been unequivocal that it’s all about the latter.
Q1 2021 Quarterly Perspectives
Welcome to the Q1-2021 ‘Quarterly Perspectives’ publication.
Reflections
This is the first blog since the holiday break. Whilst travel restrictions meant it wasn’t the holiday that had been planned, we adapted, and enjoyed the opportunity to spend some time together as a family and reflect on the last few months.
Rise of the Underdog
In its latest economic outlook, the OECD increased its expectations for global GDP.
Let the Good Times Roll
Markets are ebullient, and they have every reason to be.
Is the Bond Market Smarter than the Stock Market?
Following on from last week’s blog, the dramatic rotation from growth to value remains in place for now. Early signs of quick snapback into the prior channel have not yet materialised and instead the ratio has consolidated and even shown signs of moving.
