Specialist communications for an evolving investment landscape

The 150-year-old investment trust sector is a uniquely British investment proposition. It offers investors diversified and managed exposure to some of the world’s most exciting – and sometimes difficult to access - markets. Investment trusts can add selective leverage to increase performance while active management can help navigate market volatility. And listed status means liquidity for holders.

Tavistock’s investment trust offering spans financial PR, corporate communications and retail investor relations, with particular expertise in advising on shareholder activism situations following Saba Capital’s attacks on the sector beginning in 2024.

Our experienced team is drawn from communications, investment management, trading, corporate advisory and journalism. We understand the unique challenges facing trust boards in discount management and shareholder engagement.

Our investor activism experience
INVESTMENT TRUSTS

Why Tavistock

01: When it comes to investment trusts, we operate as a specialist consultancy, with a senior, hands-on team of advisers that is plugged into the trusts landscape and informed on latest developments.

02: With a focus on your investment case, we quickly develop an understanding of the challenges and opportunities facing your trust, advising you on a comprehensive strategy to enhance liquidity and help narrow discounts.

03: When it comes to narrative building and navigating the media landscape, we draw on Tavistock’s excellent national and sector media relations to enable you to engage more effectively with your valuable retail investor following.

04: We are there for you immediately in a crisis - day or night - ready to deploy our extensive experience with fast, accurate advice informed by years of board-level insights.

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Our team

Simon Hudson

Partner
Simon heads up the new energy team at Tavistock, focusing on the energy transition sector. His clients span a wide range of businesses that focus on energy including those engaged with electrolysers...


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Henry Kirby

Director
Henry advises public- and private-market investment managers and the fintech businesses that serve them. His clients range from small-cap companies to global managers across the US, Europe and Asia...


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Adam Baynes

Associate Director
Adam works in Tavistock’s financial services team across debt finance, asset management, and investment trusts, advising a portfolio of public and private clients. He has worked on IPO transactions...


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James Laing

Non-Executive Director
James Laing sits on Tavistock’s advisory board as a non-executive director and special advisor. James has over 25 years’ experience in financial markets having held senior positions at Standard Life Aberdeen...


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Get in touch

If you would like to speak to one of our team for advice, please call us, or complete the contact form below and we will be in touch as soon as possible.