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Tavistock Investments Plc investment portfolio
Tavistock Investments Plc has made numerous investments in companies such as Lebc Holdings, Saltus Wealth Partnership, and Titan Asset Management within the Fintech & Financial Services sector.
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Portfolio
9
Team
0
Portfolio (9)
| Company | Sector | City | Source | Last confirmed on |
|---|---|---|---|---|
| Alpha Beta Partners Limited Alpha Beta Partners Limited is a multi‑asset discretionary fund manager that partners exclusively with professional advisers to provide risk‑rated model portfolios. The firm offers outcome‑oriented investment solutions, including core, defensive, global and responsible portfolios, built on a proprietary “Risk‑First” dynamic asset allocation process that has earned 5‑star ratings from Defaqto. | Fintech & Financial Services | Ascot | Confirmed | 2026-02-14 |
| Duchy Independent Financial Advisers Limited Duchy Independent Financial Advisers Limited is a UK‑based independent financial advisory firm that offers tax‑saving strategies, retirement and pension planning, wills and estate planning, mortgage and finance solutions, and wealth management services to individuals, families and businesses. | — | Ascot | Confirmed | 2026-02-27 |
Shareholding changes (5)
Tavistock Investments Plc's positions across portfolio companies2026
- ORDINARY 95 → 1,250,095
- SHARE OF BUSINESS SALE ONLY. NO DIVIDEND OR VOTING 5 → 0
- A ORDINARY 0 → 5
- ORDINARY 5,383 → 602,435,236
Ownership Chain
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