Financial Services

A financial services PR partner combining senior level service with strategic reasoning to help clients achieve their business objectives.

Our dedicated Financial Services PR team is focused on advising senior leaders and management teams navigating complex matters that impact reputation and valuation. We have deep expertise serving and communicating to the financial services and investment ecosystem, with unrivalled experience advising both listed and private companies globally.

Many of our clients operate worldwide. As such, Tavistock fulfils its pan-European and international communications requirements from its global hub in London.

We continue to see significant demand for data-led strategic communications from both existing and new clients for the work that they are leading. Especially given the volatility of the market and its participants.

How we help

Our specialist team of senior sector experts comprises CFA and CISI-chartered investment professionals, former bulge-bracket portfolio managers, data analysts, award-winning financial and investment journalists, and financial services PR experts.

Our offer is based on two strategic areas:

  • Partnering with companies to protect, promote and amplify reputation.¬†We are a leading financial services PR adviser, working with conventional and alternative investment firms, fiduciaries, intermediaries, market participants and service providers. We develop and execute targeted communications programs that build trust and strengthen reputations in the marketplace. Using research and analysis, we provide strategic advice to drive business development.
  • Partnering with companies navigating strategic situations.¬†Tavistock advises boards of directors, management teams and communications professionals on high impact strategic situations. This includes mergers, acquisitions, IPOs, bankruptcies and restructurings, activism, litigation, change and regulatory matters. This is in combination with ongoing engagement with the investment community, including investor relations and critical ESG matters.

Our Financial Services PR offer


Financial Services clients

  • Global and boutique asset managers
  • Alternative Investment Managers
  • Pension funds
  • Multi-strategy funds (including quant and market-making)
  • Wealth managers
  • Private client advisors
  • IFA networks
  • Investment platforms
  • Service providers
  • Technology providers
  • Multinational Banks
  • Investment Consultants
  • Researchers

Financial Services PR insights

Asset management PR. What is it?

As published on Investment Week: Should boutique asset managers care about corporate PR?

Podcast: Tavistock Talks


Henry Adefope


Katie Hopkins


Simon Hudson


James Laing

Non-Executive Director

James Verstringhe


Tim Pearson


We would like to hear from you

Get in touch