Investment Philosophy

  • A “Safety First” approach to portfolio construction and investment selection
  • A combination of fixed income securities, absolute return strategies and limited exposure to equity markets protects capital
  • Focuses on the broad macro-economic situation helps identify attractive low risk assets, using flexible asset allocation and some diversification. (See why the corporate bond market may offer quality investment returns in current market conditions.)
  • Recognising we can't be specialists in all markets, Tideway uses in-house research for asset allocation and bond selection, but outsources research to third party specialist managers for equities and other assets where appropriate

Security and Transarency 

  • High quality trading platform and secure third party custodian services from leading third party financial institutions
  • Transparent solutions that allow investors to explicitly see all costs and the individual underlying portfolio assets
  • Lower implementation costs so that the bulk of investment returns are retained by investors and not paid out in fees
  • Liquid portfolio to give investors full access to their capital in days, not months or years 


TIDEWAY DOCUMENTS

CLIENT ENDORSEMENTS

"Tideway have often been able to spot opportunities before many other advisers, to the extent that we would make investments and later read about them as good ideas in the pages of the Sunday newspapers. They have introduced me to bond and currency investing which has underpinned my recent portfolio performance."

Stephen O'Sullivan, Head of Asian Equity Research, Barclays Capital

"Tideway provided a colleague with clear and detailed advice in relation to trusts, inheritance tax and the options open to her around her husband's pension scheme after his death. They went on to create a bespoke portfolio of low risk, tax efficient investments that generate her annual income needs. She felt very confident in the advice and service she received and appreciates the direct relationship she now has with the experienced Tideway partners."

John Elgar, Corporate Partner, K&L Gates Solicitors