Peter Doherty and Tideway’s UCITs funds move to Sanlam, allow Tideway to focus on Wealth Management independent of any funds
Tideway splits into three separate businesses to enable each to focus on its core activities:
Tideway Asset Management
Tideway Wealth Management
Tideway Pensions Advisory Services
Neil Croxford joins as Head of Operations, creating a new CRM, improving our IT and migrating client portfolios to a new custody platform with AJ Bell Securities Ltd
Tideway moves the Global Navigator from its original Luxembourg platform to a new fund administrator and structure in Ireland, renames it as the Real Return Fund
Tideway launches two more pure bond funds: Tideway GBP Hybrid Capital Bond Fund and Tideway GBP Credit Fund
Tideway’s DB pension transfer advice business expands with heightened demand driven by lower gilt yields after the Brexit vote
Sue Maydwell joins our pensions advice team
Pensions Freedoms are announced, and it is made law to receive advice to transfer a defined benefit scheme to take advantage of the new flexibilities and generational transfers
James Baxter advises a handful of clients to make defined benefit pension transfers, discovering transfer values which had doubled in value since pension A-Day in 2006.
Tideway launches its first fund managed by Peter Doherty, the Global Navigator, to invest in bonds and equities with a degree of hedging and is awarded Best Global Macro Fund for its first year’s performance.
Peter Doherty joins as Chief Investment Officer.
Tideway Investment Partners LLP founded by James Baxter as a private client wealth manager and pensions adviser and takes on the first few clients.