Tavistock
How to help clients near retirement as covid-19 spreads
If advisers haven’t reduced exposure to risk and volatility then the ‘horse has bolted’
Capital raise sparks M&A ambitions for UK investment firm
It is ‘interested in opportunities in the wealth and asset management sectors’ across Europe
UK wealth management firm rolls out direct-to-consumer app
Lighthouse clients will initially also have access to the app at least until its acquisition by Quilter is finalised
Tavistock’s 90% portfolio protection lands Feifa partnership
The investment firm is the 38th company to partner with the European federation
Sanlam expands adviser network with Tavistock takeover
Sanlam UK has acquired the advisory arm of Tavistock Investments, taking over its network of 158 advisers and adding £1.5bn ($1.95bn, €1.66bn) to Sanlam’s total assets under advice.