Xcout IntelTAVISTOCK INVESTMENTS PLC competitors & alternatives
The 12 closest competitors and alternatives to TAVISTOCK INVESTMENTS PLC among asset management companies — ranked by similarity to what TAVISTOCK INVESTMENTS PLC actually does, not by market-cap band.
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About TAVISTOCK INVESTMENTS PLC
Tavistock Investments Plc, a company based in the United Kingdom, specializes in offering investment management and comprehensive support solutions to a broad network of financial advisors. For independent financial advisors and financial advice firms, the company delivers essential support services covering compliance, regulatory oversight, administration, and accounting. It also caters to affluent private clients, offering independent financial advice, meticulous financial planning, tax-saving strategies, and sophisticated investment management. Businesses can also leverage its corporate advisory expertise. Furthermore, Tavistock manages institutional investment portfolios and provides a flexible retirement guarantee specifically for principals. Its services additionally encompass retirement and pension planning, comprehensive wills and estate management, and various finance-raising solutions. Established in 2004, Tavistock Investments Plc is headquartered in Ascot, UK.
TAVISTOCK INVESTMENTS PLC at a glance
TAVISTOCK INVESTMENTS PLC is an asset management company headquartered in Ascot, United Kingdom, founded in 2004. Xcout tracks 12 named people at TAVISTOCK INVESTMENTS PLC, including Brian Raven (Chief Executive).
TAVISTOCK INVESTMENTS PLC leadership
- Brian RavenChief Executive
- Kanat MynzhanovChairman & Chief Executive Officer
- Askar MametovChief Financial Officer & Director
- Oliver CookeChairman
- Andy WealthallGroup Operations Director
- Johanna RagerGroup Finance & Operations Director
6 more named people on record for TAVISTOCK INVESTMENTS PLC, with roles, board committees and tenure — see the full roster →
Top 12 TAVISTOCK INVESTMENTS PLC competitors
Ranked by semantic similarity — how close each company is to TAVISTOCK INVESTMENTS PLC by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar asset management company
Tatton Asset Management plc, a firm established in 2017 and headquartered in Wilmslow, UK, provides a range of services primarily for independent financial advisors across the United Kingdom. These services encompass investment fund management, regulatory compliance consulting, and technical assistance. The company conducts its operations through two distinct divisions, Tatton and Paradigm. Additionally, it offers support services for mortgage advisors and facilitates the distribution of mortgage and insurance products.
Similar asset management company
Fiske plc, together with its subsidiaries, delivers financial intermediary solutions, predominantly within the United Kingdom. The company furnishes a comprehensive suite of offerings for private clients, encompassing actively managed investment portfolios, expert financial guidance, trade execution, and brokerage services. Additionally, it facilitates client deposit accounts, manages Individual Savings Accounts (ISAs), Self-Invested Personal Pensions (SIPPs), and Small Self-Administered Schemes (SSAS), alongside providing nominee and secure custody solutions. The firm also extends its advisory and trading capabilities to institutional customers. Its diverse clientele includes private individuals, charitable organizations, trusts, and pension schemes. Fiske plc was established in London, UK, in 1973.
Similar asset management company
Brooks Macdonald Group plc, operating through its subsidiaries, delivers a comprehensive array of investment and wealth management solutions. These services are provided to private clients, pension funds, professional intermediaries, and trustees across the United Kingdom and the Channel Islands. The company's operations are divided into two main segments: UK Investment Management and International. Among its specific offerings are tailored financial planning advisory services for high-net-worth individuals, families, and businesses, in addition to multi-asset and specialized fund products catering to the retail sector. Brooks Macdonald Group plc, founded in 1991, maintains its headquarters in London, United Kingdom.
Similar asset management company
St. James's Place plc functions as a publicly traded entity specializing in investment management. This firm is responsible for creating and administering a variety of mutual funds for its clientele, encompassing equity, fixed income, and diversified portfolios. Its investment activities span public stock and bond markets across the globe. The company, which commenced operations in 1991, is headquartered in Cirencester, United Kingdom, and was previously known as St. James's Place Capital plc.
Similar asset management company
Gresham House is a specialist asset management company that provides investment management services to institutional investors, financial advisers, family offices, and individual investors. The firm manages various asset classes and offers funding and investment solutions tailored to different types of clients.
Similar asset management company
Davy Group provides wealth management, financial planning, and capital markets services to private clients, businesses, and institutional investors. Its offerings include investment advisory, retirement planning, corporate finance, mergers and acquisitions, and debt advisory solutions.
Similar asset management company
M&G plc operates as a global savings and investment firm through its subsidiaries, serving clients within the United Kingdom and across international markets. The company's operations are divided into two main divisions: Asset Management, and Retail and Savings. It offers a comprehensive range of solutions for retirement planning, savings, and investment management to both individual (retail) and institutional customers. Its product portfolio includes individual and corporate pension schemes, annuities, life insurance, and a variety of other savings and investment products. M&G caters to diverse clients, including individual savers and investors, financial advisers, paraplanners, and institutional investors. Formerly known as M&G Prudential PLC, the company officially changed its name to M&G plc in September 2019. Founded in 1848, M&G plc is based in London, United Kingdom.
Similar asset management company
Premier Miton Group plc operates as a publicly traded investment management firm. It specializes in managing investments across global public equity and fixed-income markets. The company, which was established in November 2019, has its headquarters located in Surrey, United Kingdom, and was formerly known as Premier Asset Management Group Plc.
Similar asset management company
Quilter Financial Planning is one of the United Kingdom's largest networks and distributors of financial advice, headquartered in London, England. Around 2,000 advisers choose to be part of the network to deliver financial services and planning to clients.
Similar asset management company
Impax Asset Management Group plc is a publicly traded investment management firm that delivers its services through various subsidiaries. The company primarily offers investment solutions for funds focused on environmental sectors, specifically targeting alternative energy, water, and waste management, with operations predominantly based in the United Kingdom. It manages a broad spectrum of funds and separate accounts, catering to both institutional and private investors. Impax employs fundamental research as part of its investment strategy. Established in 1998, the firm is headquartered in London, UK, and adopted its current name in October 2009, having previously been known as Impax Group plc.
Similar asset management company
The Charles Schwab Corporation, along with its affiliated entities, delivers a broad spectrum of financial services. These offerings include client wealth management, securities brokerage, banking solutions, investment oversight, asset custody, and professional financial advisory. The company's operations are organized into two primary divisions: Investor Services and Advisor Services. The Investor Services segment caters to individual retail investors and corporate clients, offering services such as brokerage, investment guidance, banking and trust administration, and retirement planning. It also provides comprehensive record-keeping for various equity compensation plans, such as stock options, restricted stock, performance shares, and stock appreciation rights. Furthermore, this segment processes clearing services for retail investors and mutual funds, in addition to providing compliance solutions. The Advisor Services segment is dedicated to supporting independent investment advisors, providing them with a comprehensive platform that encompasses asset custody, trading capabilities, banking services, and other essential support functions. It also includes services for retirement businesses and corporate brokerage retirement plans. Advisors gain access to various brokerage account options for trading equities, fixed income, options, futures, and forex, along with margin lending. For cash management, it facilitates access to third-party certificates of deposit. The segment offers access to both proprietary and third-party mutual funds and exchange-traded funds (ETFs), including related trading and clearing services. It also provides advice-based solutions, such as managed portfolios comprising proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice, and specialized financial planning. Additionally, this segment offers banking products including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines. Trust services, covering custody, personal trust reporting, and administrative trustee roles, are also provided. As of December 31, 2021, the company maintained a significant physical presence, with approximately 400 branch offices across 48 U.S. states and the District of Columbia. Its international reach extended to Puerto Rico, the United Kingdom, Hong Kong, and Singapore. Established in 1971, The Charles Schwab Corporation has its main headquarters situated in Westlake, Texas.
Similar asset management company
Evelyn Partners provides personalized wealth management, financial planning, and investment management services for individuals, families, charities, and entrepreneurs. The company combines financial planning and investment strategies to help clients manage their assets, plan for retirement, and navigate life transitions.
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