Unbiased and dependable – the portfolios recommended have a whole of market approach without restriction in sourcing fund managers and services to manage your wealth
Experienced and professional – our collaborative team of multi-generational wealth managers combine experience and technical expertise
Smart and sensible– to provide innovative financial planning combined with a sensible tried and tested investment approach
Transparent and trusted – long-term relationships built on trust and clear communication
When your money is invested the portfolios aim to:
Beat inflation, generate real investment returns after the impact of fees and inflation over the long term
Generate returns at minimum risk, they are always looking for the lowest risk , most certain way to generate returns so that clients can reliably plan their financial future
Invest globally and hire the best investment talent
Avoid permanent capital losses, in most cases the portfolios hold irreplaceable capital and therefore capital preservation is always the number one objective
Invest responsibly, the portfolio managers care about how our clients money impacts the world we live in and consider the risks of not investing sustainably and compromising our investment objectives
We have created ten portfolios to address different objectives and risk appetites. The portfolios target a range of real returns, annual income yields, risk ratings and investment objectives.
Ben KleinSenior Wealth Manager
The portfolios make use of a wide range of fixed income funds lending to companies, equity funds investing in the shares of companies and alternative funds often backed by real assets such as commercial property or infrastructure. The different risk and return characteristics of these funds enable us to construct our portfolios to deliver a range of target returns and risk levels.
Sam RatnageSenior Wealth Manager
The most important factor in fund selection is the quality of the investment process. Past performance of funds in isolation has historically been a poor indicator of future returns but is still widely used by many advisers and wealth managers as the way to pick funds. It can be an indicator of manager skills or it can simply be because that manager has been in the right place at the right time, more by coincidence than skill.
Sue MaydwellSenior Wealth Manager
Extensive research effort goes into the construction of each portfolio. We have a two-step process to construct each portfolio, both of which are reviewed and approved by Tideway’s investment committee.
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.