Tavistock Wealth, a subsidiary of Tavistock Investments, has partnered with BlackRock to deliver a new portfolio range called Tavistock PROFILES to its financial advisers and clients.
The Tavistock PROFILES will operate as part of Tavistock’s centralised investment proposition (CIP) and will integrate Tavistock ACUMEN Portfolios, baskets of passive investments, including exchange traded funds (ETFs) with a range of actively managed BlackRock funds.
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Under the collaboration, Tavistock will construct and optimise ACUMEN Portfolios and ACUMEN ONLY PROFILES using iShares by BlackRock. Tavistock said that all the eight ACUMEN products have outperformed their IA sector benchmark since their launch.
Tavistock PROFILES will charge a discretionary fund manager fee of 0.125% plus VAT.
BlackRock co-head of EMEA sales for iShares Michael Gruener said: "Blending ETF-based portfolios with active strategies can be a cost-effective and flexible way to invest, and we continue to see strong demand for this type of investment. We are pleased to be providing the research data that will support Tavistock’s new proposition."
Tavistock CEO Brian Raven said: "We are delighted to announce our collaboration with BlackRock, which will provide Tavistock’s clients with a world-class investment proposition. The portfolio construction of the Tavistock PROFILES using research allocation data from BlackRock is enormously valuable."
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