History

2020

Tideway Assets Under Management £380m (YTD)

Peter Doherty and Tideway’s UCITs funds move to Sanlam, leaving Tideway to focus on Wealth Management independent of any funds

2019

Tideway AUM
£360m private clients
£40m institutions

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

2017

Tideway AUM £280m

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

2016

Tideway AUM £150m

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

Ben Klein joins Tideway and with Sam Ratnage establishes a wealth management team

2014

Tideway AUM £60m

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 writes a guide to defined benefit transfers which gets downloaded over 70,000 times from Tideway’s dedicated final salary transfer website

2012

Tideway AUM £40m

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

2011

Tideway AUM £22m

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

2010

Tideway AUM £10m

Peter Doherty joins as Chief Investment Officer

2009

Tideway AUM £0

Tideway Investment Partners LLP founded by James Baxter as a private client wealth manager and pensions adviser and takes on the first few clients.