PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2019/06/17/tavistock-investments-tavi-presentation-at-mello-may-2019/
 
By Brian Raven, CEO & Q&A with contribution from Oliver Cook, Chairman
Introduction - 00:18Why invest in Tavistock? - 01:04Why financial services? - 02:15The strategy - 03:54The brand - 05:44Strategic partnerships - 07:01Delivering explosive growth & business model - 08:02The timeline - 11:13The financials - 11:49Group structure & detail - 15:57Our process - 22:45Leadership team - 23:40The guaranteed product & Morgan Stanley - 27:41i-Stock: free of charge account - 31:14Summary – 33:24Q&A – 33:54
Tavistock Investments Plc is engaged in the provision of support services to a network of independent financial advisories (IFAs) and the provision of investment management services. The Company's segments include Investment Management and Advisory Support. The Company operates in three businesses, including Tavistock Partners Limited (Tavistock Partners), Tavistock (Tavistock Financial) and Tavistock Wealth Limited (Tavistock Wealth). Tavistock Wealth provides retail clients with access to institutional quality portfolio management. Tavistock Partners provide administration and accounting services to the IFAs. The Company's subsidiaries include Tavistock Wealth Limited, Tavistock Partners Limited, Sterling McCall Limited, Cornerstone Asset Holdings Limited and Duchy Independent Financial Advisors Limited.

Show Notes

This video can be seen at: https://www.piworld.co.uk/2019/06/17/tavistock-investments-tavi-presentation-at-mello-may-2019/   By Brian Raven, CEO & Q&A with contribution from Oliver Cook, Chairman

Introduction - 00:18
Why invest in Tavistock? - 01:04
Why financial services? - 02:15
The strategy - 03:54
The brand - 05:44
Strategic partnerships - 07:01
Delivering explosive growth & business model - 08:02
The timeline - 11:13
The financials - 11:49
Group structure & detail - 15:57
Our process - 22:45
Leadership team - 23:40
The guaranteed product & Morgan Stanley - 27:41
i-Stock: free of charge account - 31:14
Summary – 33:24
Q&A – 33:54

Tavistock Investments Plc is engaged in the provision of support services to a network of independent financial advisories (IFAs) and the provision of investment management services. The Company's segments include Investment Management and Advisory Support. The Company operates in three businesses, including Tavistock Partners Limited (Tavistock Partners), Tavistock (Tavistock Financial) and Tavistock Wealth Limited (Tavistock Wealth). Tavistock Wealth provides retail clients with access to institutional quality portfolio management. Tavistock Partners provide administration and accounting services to the IFAs. The Company's subsidiaries include Tavistock Wealth Limited, Tavistock Partners Limited, Sterling McCall Limited, Cornerstone Asset Holdings Limited and Duchy Independent Financial Advisors Limited.

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What is PIWORLD Investor Podcasts?

Content for investors by investors . These are audio podcast versions of our videos. Sometimes slides are referred to, to view as videos go to www.piworld.co.uk