Company Tavistock Investments Plc

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TAVI

GB00BLNMLS43

Investment Management & Fund Operators

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Delayed London S.E. Other stock markets 09:38:19 2024-04-25 am EDT			5-day change	1st Jan Change
4.65 ^GBX	+3.33%		-2.11%	+24.00%

2023	Earnings Flash (TAVI.L) TAVISTOCK INVESTMENTS Reports Fiscal H1 Revenue GBP20.6M	MT
2023	Earnings Flash (TAVI.L) TAVISTOCK INVESTMENTS Posts Fiscal H1 EPS GBX0.04	MT

Tavistock Investments Plc is a United Kingdom-based company, which provides financial advice and investment management. The Company's segments include Investment Management and Advisory Support. Its Tavistock Asset Management delivers institutional quality discretionary portfolio management. Its advisory businesses provide compliance, administration and accounting services to independent financial advisers Tavistock Partners and to financial advice firms The Tavistock Partnership. Tavistock Private provides independent financial advice and investment management services to predominately higher net worth private clients. Its financial advice networks provide administration, compliance and accounting services to self-employed, independent financial advisers. It owns several investment management and advisory subsidiaries: Tavistock Asset Management Ltd., Tavistock Private Client Ltd., Tavistock Partners (UK) Ltd., Tavistock Partners Ltd. and The Tavistock Partnership Ltd.

Number of employees: 161

GBP in Million	2022	Weight	2023	Weight	Delta
Advisory 96.4 %	31	92.1 %	33	96.4 %	+4.55%
Investment Management 2.8 %	3	7.5 %	1	2.8 %	-62.16%
Group 0.7 %	0	0.4 %	0	0.7 %	+81.48%

GBP in Million	2022	Weight	2023	Weight	Delta
United Kingdom 100.0 %	34	100.0 %	34	100.0 %	-0.14%

Managers	Title	Age	Since
Ben Raven CEO	Chief Executive Officer	68	14-05-11
Johanna Rager DFI	Director of Finance/CFO	54	18-12-31
Gregor Preston CMP	Compliance Officer	-	13-12-31
Christopher Edward Peel CIO	Chief Investment Officer	-	-
Suzanne Pestell HRO	Human Resources Officer	-	-
Amy Chidgey AUD	Comptroller/Controller/Auditor	-	17-10-31
Steven McGregor PRN	Corporate Officer/Principal	-	15-12-31
Chris Halford SAM	Sales & Marketing	-	-
Mark Evans PRN	Corporate Officer/Principal	-	17-04-05
Malcolm Andrew Harper PRN	Corporate Officer/Principal	58	-

Members of the board	Title	Age	Since
Oliver Charles Hewardine Cooke CHM	Chairman	70	13-05-02
Peter Dornan BRD	Director/Board Member	68	17-08-21
Roderic Rennison BRD	Director/Board Member	69	14-05-11
Ben Raven CEO	Chief Executive Officer	68	14-05-11
Johanna Rager DFI	Director of Finance/CFO	54	18-12-31

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	560,429,005	205,501,559 ( 36.67 %)	0	36.67 %

Name	Equities	%	Valuation
Ben Raven 12.64 %	70,812,932	12.64 %	4 M p
Andrew Staley 9.983 %	55,950,204	9.983 %	3 M p
Oliver Charles Hewardine Cooke 5.460 %	30,600,000	5.460 %	2 M p
Lighthouse Group Ltd. 5.440 %	30,487,805	5.440 %	2 M p
Hugh Simon 5.353 %	30,000,000	5.353 %	2 M p
Paul Millott 5.073 %	28,432,106	5.073 %	2 M p
Kevin Mee 5.039 %	28,241,858	5.039 %	2 M p
Marlborough Investment Management International Ltd. 1.375 %	7,704,427	1.375 %	413 651 p
Johanna Rager 0.4061 %	2,276,000	0.4061 %	122 198 p
Roderic Rennison 0.1259 %	705,398	0.1259 %	37 873 p

Tavistock Investments Plc

1 Queen's Square Lyndhurst Road

SL5 9FE, Ascot

+44 17 5386 7000

http://www.tavistockinvestments.com

Name	Category and Sector
Titan Asset Management Ltd Titan Asset Management Ltd Investment ManagersFinance Titan Asset Management Ltd. (Titan AM) is the alternative asset management subsidiary of Titan Wealth Holdings Ltd. in Great Britain. The firm was founded by Christopher Peel in 2005 and formerly known as Tavistock Wealth Ltd. Headquartered in London, Titan AM serves as a multi-asset manager of pooled investment funds and an operator of a Model Portfolio Service for several retail customers.	Investment Managers
Tavistock Partners Ltd. Tavistock Partners Ltd. Investment ManagersFinance Part of Tavistock Investments Plc, Tavistock Partners Ltd. provides financial advisory services. The private company is based in Kegworth, UK. The British company was founded by Malcolm Andrew Harper. Tavistock Partners was acquired by Tavistock Investments Plc on May 31, 2014 for $0.16 million.	Investment Managers
Tavistock Partners (UK) Ltd. Tavistock Partners (UK) Ltd. Investment ManagersFinance Tavistock Partners (UK) Ltd. provides financial advisory services. It specializes in tax and audit management, insurance, retirement and pension, wills and estate planning, cash flow, and mortgages and loans. The company was founded on November 12, 2003 and is headquartered in Hereford, the United Kingdom.	Investment Managers
Marshall Consultancy Services Ltd. Marshall Consultancy Services Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Tavistock Investments Plc, Marshall Consultancy Services Ltd. provides financial intermediation services. The private company is based in Cheltenham, UK.	Miscellaneous Commercial Services
The Tavistock Partnership Ltd. The Tavistock Partnership Ltd. Financial ConglomeratesFinance Part of Tavistock Investments Plc, The Tavistock Partnership Ltd. provides financial intermediation services. The private company is located in UK.	Financial Conglomerates
Tavistock Asset Management Ltd.

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