2024
Demerger of Tideway Investment Group’s asset management and wealth management divisions. Neil Croxford is appointed as Chief Executive Officer.
2023
Tideway continues growing and hires Seymour Banks as Director of Responsible Investment.
2020
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.
2019
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.
2017
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.
2016
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.
Sue Maydwell joins our pensions advice team.
Ben Klein joins Tideway and with Sam Ratnage establishes a wealth management team.
2014
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.
2012
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.
2011
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.
2010
Peter Doherty joins as Chief Investment Officer.
2009
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.