Who Manages My Money?
Model Portfolios
Tideway has created a suite of model investment portfolios which allow your wealth managers to create a bespoke investment solution for your accounts and overall portfolio.
These portfolios are governed by Tideway’s investment committee and supported by detailed research and due diligence processes:
- Hold the right investment asset class to match specific objectives based on prevailing market conditions
- To be invested with Tideway’s selected managers at the lowest cost possible
Portfolio Administration
Tax reporting
Daily online valuation
Quarterly performance reporting
Withdrawal and cash management
Tideway has carefully appointed third parties as product and custody providers who are approved by the Financial Conduct Authority to hold your money. Tideway does not hold client money.
AJ Bell is a British public limited company that provides online investment platforms and stockbroker services. You can find out more about 
here.
Investment managers play a crucial role in investing as they have extensive knowledge and experience in navigating the complexities of financial markets, researching and selecting investment opportunities, constructing portfolios and managing portfolio risks.
The investment manager for your portfolio is Tideway Investment Partners LLP (“Tideway”), whilst Tideway Wealth Management provides you with initial and ongoing financial advice.
Tideway does not hold clients’ money. The recommended product provider will typically have the facility to hold and arrange custody of our clients’ assets. However, for the majority of our recommendations and portfolio management services, we have carefully selected AJ Bell Securities Limited (AJ Bell) to act as the custodian and provide clearing and settlement, and safe custody for our client’s assets.
These are based on discussions with your wealth manager regarding your aims and objectives and a completed risk attitude questionnaire. We can then recommend a suitable portfolio which will consider your specific needs and investment objectives.
Yes, through Tideway Online, our Client Portal.
Tideway Wealth will provide you with quarterly reporting on performance of your portfolio. The report will enable you to assess the performance of your investments against an appropriate benchmark. You can access your valuation daily through Tideway’s client portal and app.
