A Positive Look back on 2020

Mohammed Hussain 

Senior Business Development Manager

There is no doubt that 2020 was an incredibly tough and difficult year. But at Tavistock Wealth, we wanted to start the new year on a positive note.

We continue to provide peace of mind with our investment solutions, inclusive of our Protection Portfolios, during these unsettling times. The blog below details some of the highlights from the last year!

WE WON A NUMBER OF AWARDS

Tavistock Wealth were finalists at the Money Marketing Awards for the Best DFM category and Company of The Year.

Later in the year the ACUMEN ESG Protection Portfolio was awarded the innovation award by Moneyfacts .

We were also awarded 5 stars by the Financial Adviser Service Awards for our DFM service and for our Investment Funds.

Our last accolade of the year was 2nd place for the Wealth Manger of the Year award at the Growth Investor Awards.

LAUNCH OF THE ACUMEN ESG PROTECTION PORTFOLIO

The ACUMEN ESG Protection Portfolio was launched in December 2019 and has proven to be a good home for clients. The portfolio has very quickly taken in £50m FUM and has been awarded the Moneyfacts Innovation Award.

TAVISTOCK  – THE PLATFORM

The Tavistock Investments group increased the breadth and depth of the proposition by launching a low cost, functionally rich platform; The Tavistock Platform. Furthermore, we launched some new Model Portfolio Solutions namely ACUMEN MPS, inclusive of models with an ESG focus.

PROTECTION PORTFOLIOS AVAILABLE ON

PRU RETIREMENT

After much demand from Financial Advisers, we were successful in getting the ACUMEN Capital Protection Portfolio and ACUMEN Income-Protection Portfolio onto Prudential’s Retirement Account. This now gives the clients more choice and is already helping those more cautious minded clients near retirement, at retirement and in later life.

FUM AND PROFITS REMAIN STRONG

Lastly, despite the challenges of the global pandemic, FUM and profits remain strong. We remain committed to providing investment management services via our suite of solutions and wish you a prosperous 2021.

Watch this space for the good news that awaits us in 2021!

This investment Blog is published and provided for informational purposes only. The information in the Blog constitutes the author’s own opinions. None of the information contained in the Blog constitutes a recommendation that any particular investment strategy is suitable for any specific person. Source of data: Bloomberg, Tavistock Wealth Limited unless otherwise stated.  

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