Portfolio Management

Tideway Investment Partners currently offer three portfolios services:

Tideway Wealth Portfolios offer a broad based bespoke portfolio service suitable for clients investing at least £300,000 either directly or via UK SIPPs and ISA accounts. The emphasis is on capital preservation, steady year on year accumulation and income generation through a diversified globally invested portfolio covering equities, bonds, property and commodities and utilising some third party managed funds. Fixed monthly retainers rather than percentage of portfolio value fees and combining tax planning advice and regular reviews.

Tideway Macro Strategy Managed Accounts suitable for sophisticated investors seeking absolute returns. Investment strategies are centered on fixed income and foreign exchange markets,with a strong emphasis on capital preservation and returns with low correlation to equity markets.The Macro Strategy Accounts are held in an investors own name at a leading private bank with investment instructions issued by Tideway Investment Partners under a power of attorney. The managed account structure offers a high degree of security along with full transparency on investments and fees. The minimum account sise is £250,000.  

InvestwithQ Portfolios, investors can get their funds in ISAs, SIPPs or trading accounts referred to us for discretionary management by your current IFA or an IFA we can introduce you to. Minimum portfolios start around £100,000, InvestwithQ charges a fixed monthly price for managing the account irrespective of portfolio value. Portfolio expenses are around 1% for portfolios over £120,000 and lower for larger portfolios. For more information visit http://www.investwithq.co.uk/

All these services benefit from the Tideway Investment Partners investing philosophy

  • High degree of care over investment timing
  • 'Best in class' investments and investment services
  • Focus on transparency and accountability
  • Use of listed liquid investments, including exchange traded funds
  • Low implementation costs
  • Competitive overal costs, significantly lower than the industry norm 

For more information on past performance and fees please contact James Baxter

Tel. 0207 152 4562, mob. 0044 79808 45137  email: james.baxter@tidewayinvestment.co.uk

 

Financial Consultancy

The Tideway Consultancy Service offers you the opportunity to meet with the partners to discuss a broad range of financial issues. With over 40 years combined experience the partners have advised on a wide range of subjects including;

  • Pre-retirement planning
  • Final salary pensions
  • Pension splitting in divorce
  • Selling and buying small businesses
  • Stock options 
  • Investment risk management
  • Estate planning
  • Investing from the proceeds of a business sale 

Tideway Investment Partners have an extensive range of professional connections covering legal and tax advice, both domestic and overseas, actuarial services and specialist fund managers and stockbrokers. If we don't have the answers to your questions it will be certain we will know someone who does.

Fees for consultancy will be pre agreed in advance.

Case Studies
In recent months Tideway Partners have advised on:

  • A partner in a London Law firm extracting the tax free cash from a substantial SIPP fund to invest for income in his wife's name whilst  deferring income withdrawal on the residual SIPP fund.
  • A family of three siblings who inherited a family business. TIP partners helped source an outside consultant to do due dillignece on the family firm and advise on management issues. Further advice covered dealing with and winding up a family trust, school fees provision and pension issues.
  • A retiring Director from a FTSE 250 company evaluating pension options, advising on investment risk management and investment planning to optimise tax, lower implementation costs, generate income tax efficiently and manage risk.