Tacit Investment Management wins Citywire Wealth Manager Investment Performance Award 2025 – Best Aggressive Portfolio

Firm celebrates 15 years of disciplined investing, with its flagship Total Return Strategy driving growth across all portfolios


Tacit Investment Management (“Tacit”) is proud to announce that its Total Return Strategy has been named Winner – Best Aggressive Portfolio at the Citywire Wealth Manager Investment Performance Awards 2025, which are based solely on ARC’s independent quantitative analysis of actual client portfolios, focusing on risk-adjusted performance over time.

The firm was also shortlisted in two further categories at this year’s awards:

  • Best Overall Small Firm, for our investment offering.
  • Best Growth Portfolio, for our Steady Growth Strategy.

This recognition comes as Tacit celebrates its 15-year anniversary, following its launch in September 2010, a milestone that reflects the strength, discipline and repeatability of its investment process through changing market cycles.

“This award reflects both our long-term philosophy and the real outcomes experienced by clients,” said Raj Basra, Chief Investment Officer and Managing Director. “For 15 years, our focus has been clear: disciplined asset allocation, risk management, and conviction, so clients can stay invested with confidence.”

To view the announcement on Citywire, please follow this link.

Total Return: The growth engine behind all portfolios

The Total Return Strategy is more than an individual mandate, it is the core return-seeking component across all Tacit portfolios, driving their Growth Asset allocation. By anchoring every strategy around a consistently managed growth engine, Tacit ensures that clients benefit from the same robust, repeatable process whether their portfolio sits at cautious, balanced or growth-oriented levels.

This growth engine, governed by Tacit’s Stabiliser/Growth asset framework, provides the return-seeking power for all client strategies, while the Stabiliser sleeve is calibrated according to client risk profiles to manage volatility and liquidity.

Stabiliser/Growth Framework: Conviction with control

Tacit’s investment philosophy classifies assets by behaviour.

  • Growth Assets: Equities, high-yield, credit and other long-term return drivers.
  • Stabiliser Assets: Cash, G7 sovereign bonds, TIPS and, where appropriate, gold, providing defence and liquidity in stressed conditions.

This framework allows Tacit to apply a consistent growth engine across all strategies, adjusting the proportion of Stabilisers and Growth assets to suit client objectives. This clarity helps clients understand what drives their returns and ensures conviction and control across portfolios.

To read more about our investment approach, please follow this link.

Proven Process, Recognised Track Record

Tacit has a long history of industry recognition, highlighting a process that performs consistently, not a one-off result, including:

  • Winner – Best Aggressive Portfolio (2025)
  • Winner – Best Overall Small Firm (2019)
  • Winner – Best Overall Small Firm (2017)
  • Shortlisted – Aggressive, Growth, Balanced and Overall Small Firm categories (2016-2018).
  • Shortlisted – DFM Group of the Year at the Investment Week Awards (2017 & 2018).

About the Citywire ARC Performance Awards

The awards are determined by ARC’s quantitative analysis of real client portfolios over multi-year periods, making the awards a powerful indicator of genuine, repeatable investment quality.

About Tacit Investment Management

Tacit Investment Management is a UK Wealth and Investment Manager serving private clients and professional advisers. Its Total Return Strategy forms the growth engine for all client portfolios, anchored in a disciplined Stabiliser/Growth framework that blends macro insight with risk control.

Important Information

Tacit Investment Management is a trading name of TIML Limited, authorised and regulated by the Financial Conduct Authority (FCA no. 670184). Registered office: 14 Hanover Square, London, W1S 1HN.

Past performance is not a reliable guide to future returns. Investments can fall as well as rise and you may not get back the amount invested. All figures are as at 30 September 2025 unless stated. Returns are net of underlying fund OCFs, Tacit DFM and custody fees, before adviser charges. Benchmarks are for comparison only.This release is for UK residents and does not constitute investment advice.

Media Contact

If you would like information about Tacit’s investment proposition, please don’t hesitate to get in touch. We would be delighted to hear from you.

Kypros Charalambous
Senior Investment Director
+44 (0)203 051 6452
kypros.charalambous@tacitim.com

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