Tavistock Investments Share Discussion Threads

[celeritas] 17/1/2019 16:17

It depends on your risk appetite, with Brexit and all the uncertainty I can see them doing very well. Risk averse investors will love them but I agree I like a bit more risk. Horses for courses.
Upside is also protected by these puts, you can only ever drop back 10%, so say it reached 150 then its protected to 135. A permanent stop loss without being closed out.

[davydoo] 17/1/2019 16:09

I looked at these funds celeritas and didn't like them myself, but I concluded they would be popular with many advisers who don't have the close relationships we enjoy with our clients, and who don't have their own investment philosophy and proposition.

They are ideally timed for the new '10% letters' that DFMs now have to send clients if investment portfolios fall by 10% or more, and can be easily 'sold' to clients who look back and see the year end declines, and look forward and see brexit uncertainty.

[celeritas] 17/1/2019 15:46

These capital guarantees backed by Morgan Stanley are great for risk averse, ok you dont make as much a gain if you had no guarantee but your downside is severely limited. Very clever using these puts to guarantee 90% of your capital, not just capital initially invested but 90% of what ever it reaches.

Very tight online again.

[chrisdgb] 16/1/2019 15:18

Yep, all looking good........

[algorithmicx] 16/1/2019 15:09

RE-RATING on the cards?

[algorithmicx] 16/1/2019 15:08

Tavistock’s 90% portfolio protection lands
Feifa partnership

The Federation of European Independent Financial Advisers (Feifa) has announced a partnership with Tavistock Wealth, the UK-based and FCA-regulated investment manager. The key asset Tavistock brings to the partnership is its mechanism that protects 90% of clients’portfolios.

According to the federation’s chief executive, Paul Stanfield, it “can provide a unique investment portfolio protection for our advisers and their clients”. Simon Pettitt, distribution manager at Tavistock Wealth, will be leading up the relationship with Feifa. “Our investment offering includes a portfolio that benefits from a 90% contractual capital guarantee from Morgan Stanley,” Pettitt said. “This guarantee tracks growth in the portfolio, enabling investors to limit their initial downside, as well as lock-in 90% of any future upside.”

Currently, Tavistock, a subsidiary of Tavistock Investment, manages over $1.3bn (£1bn €1.1bn) of assets and is the 38th
company to partner with Feifa. Feifa announced on 4 January that it has partnered with Jupiter Asset Management, which will see the company help Feifa members with training and professional development.

Feifa is a non-profit trade association representing English-speaking IFAs working across Europe. It was launched in 2009 by Europe-based IFAs and advisory firms. Member companies range from life insurance, asset managers and pension and trust companies.

[red army] 16/1/2019 14:55

This could be the move we have been waiting for

[algorithmicx] 16/1/2019 14:45

Big volumes have been exchanged over the last few days...

[celeritas] 16/1/2019 14:08

Cheers GHF, I've actually added a few today, it just looks too cheap to me.

[glasshalfull] 14/1/2019 11:41

TAVI

Morning folks,

I don’t frequent ADVFN often but thought I’d look in on the TAVI thread following a plethora of posts. Think I last posted summer 2018 on the thread?

Good to see Mattjos, Celeritas & davydoo recently kicking the tyres here along with other respected posters who are still invested & positve in the outlook. Delighted to have davydoo’s industry knowledge, so I’ll need to check-in more often!

November’s alliance with Lighthouse Group (LGT) looks like an excellent piece of business for both companies. If anyone cares to trawl back through this investment thread they’ll find a few posts where I alluded that a LGT/ TAVI tie-up made complete sense.

LGT have access to a customer base of 6 million through their affinity contracts which can only benefit TAVI’s portfolio service & increased take up for its investment products.

The lack of any meaningful forecasts & broker coverage means TAVI is currently flying under the radar but hopefully we’ll get a trading update in relation to FY2019 in a few months time (yr end 31.03.19) confirming £500k costs removed from the business, successful launch of their smartphone app & move into PBT...which will pave the way for the introduction of a dividend.

Kind regards,
GHF

[davydoo] 08/1/2019 12:34

I've just been reading the accounts for Tavistock Private Wealth, formerly PB Financial Planning; the most recent advisory acquisition from Price Bailey

They went from 10 staff in the year ending Mar 17 to 22 staff in the year ending Mar 18

Our firm is a similar size, and that is massive growth to absorb, in what is normally a glacial industry

With Tavistock Law (a trading style of Tavistock Private Wealth) launched since the period end I assume they've only grown further since then.

Turnover went up 50% and profit went down 50%, but what an opportunity for growth

[red army] 07/1/2019 13:41

Can we stick to company matters please - more useful for others on the
thread.

[mattjos] 07/1/2019 12:57

filtered QuePassa .. strange chap

[celeritas] 07/1/2019 12:50

How pathetic that you have resorted to name calling, says it all really.

[miti 1000] 07/1/2019 11:49

Lol , Quepassa , the fact that you have deleted your pathetic posts sums you up. Bon chance!!

[celeritas] 07/1/2019 11:11

Really, I've always found that miti says it like it is.

[miti 1000] 05/1/2019 12:43

Lol, QuePassa , you are such a clueless muppet . Have you seen the batm share price since I started posting on that thread ?

Just keep it quiet before you embarrass yourself anymore. Over and out.

[miti 1000] 05/1/2019 09:40

QuePassa , stop being a child and moaning cos he may have corrected you.

He's clearly adding a lot of value with his comments and has a lot more knowledge of the industry it appears than you.

[davydoo] 04/1/2019 11:32

industry insider walks into a bar

industry insider walks out again because the barman already knows everything