Peter Doherty and Tideway’s UCITs funds move to Sanlam to allow Tideway Investment Partners LLP and Tideway Wealth Management to focus on portfolio management and Wealth Management respectively, independent of any asset management responsibilities.
Tideway Investment Partners LLP formed a new Appointed Representative called Tideway Wealth Management Ltd.
This allowed Tideway Investment Partners LLP to focus on continuing to provide the discretionary portfolio management service whilst Tideway Wealth Management focussed on the provision of initial and ongoing financial planning and advice.
TIDEWAY AUM: £280M
Neil Croxford joins as Chief Operating Officer, creating a new CRM, improving our IT and migrating client portfolios to a new custody platform with AJ Bell Securities Ltd.
TIDEWAY AUM: £150M
Tideway moves the Global Navigator from its original Luxembourg platform to a new fund administrator and structure in Ireland, and renames it as the Real Return Fund.
Tideway launches two more pure bond funds: Tideway GBP Hybrid Capital Bond Fund and Tideway GBP Credit Fund.
Tideway’s DB pension transfer advice business expands with heightened demand driven by lower gilt yields after the Brexit vote.
Pensions Freedoms are announced, and it is made law to receive advice to transfer a defined benefit scheme to take advantage of the new flexibilities and generational transfers.
James Baxter writes a guide to defined benefit transfers which gets downloaded over 70,000 times from Tideway’s dedicated final salary transfer website.
TIDEWAY AUM: £40M
James Baxter advises a handful of clients to make defined benefit pension transfers, discovering transfer values which had doubled in value since pension A-Day in 2006.
TIDEWAY AUM: £22M
Tideway launches its first fund managed by Peter Doherty, the Global Navigator, to invest in bonds and equities with a degree of hedging and is awarded Best Global Macro Fund for its first year’s performance.
TIDEWAY AUM: £10M
Peter Doherty joins as Chief Investment Officer.
TIDEWAY AUM: £0
Tideway Investment Partners LLP founded by James Baxter and Ursula Baxter as a private client wealth manager and pensions adviser and takes on the first few clients.
Tideway Wealth Management Limited (TWM) is an appointed representative of Tideway Investment Partners LLP (TIP). Tideway Investment Partners are authorised and regulated by the Financial Conduct Authority (FRN: 496214). Tideway Investment Partners LLP is a limited liability partnership incorporated in England and Wales. Registered address: 107 Leadenhall Street, London, EC3A 4AF, Registered number. OC343430. Tel +44 (0) 20 3143 6100.