The red flags signalling a fund manager may have lost it
Are fund managers too big to fail? No. If they fall below market expectations, they shrink through natural sales. In Neil Woodford's case, that process of re-balance was complicated by technical issues around liquidity and fund rules. It was not expected, but it was always a possibility. TAM is a funds of fund manager, and its job is to sort...
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Do you want to make saving simpler?
Financial guru Peter Sharkey looks at the simple ways you can take control of our finances.
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Are millennials spending too much money?
Peter Sharkey looks at the enormous chasm between millennials' monthly expenditure and the current state pension.
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Why millennials should add savings to their must-have items
Changes to the pension age will mean that many young women will be worse off - which is why they should start saving now, says Peter Sharkey.
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The simple financial habit you'll want to nurture
Financial expert Peter Sharkey finds out more about the Abbey habit, which encouraged millions of savers.
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Is an ISA the key to enjoying more leisure time?
An email arrived this week asking whether the sender could call me instead of emailing 'reams of paper' and discuss his business proposition in a five minute conversation rather than via a dozen emails.
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Are these the five keys to happiness?
'Penniless care worker inherits stately home' ran the newspaper headline earlier this week, a must-read story for those of us fascinated by rags-to-riches tales.
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How financial issues are a global problem
I've always liked France. From the inaugural school visit to Carnac when we travelled for more than 15 hours by coach, to the wedding my wife and I attended in a picture postcard Dordogne town last weekend, there's always something special about the country, its cities, sweet-sounding language and polite forms of address; France is a nation where the word...
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Investment Life & Pensions Moneyfacts Awards 2019 finalists revealed
The next Investment Life & Pensions Moneyfacts Awards will be presented on 19 September 2019. Rigorous product monitoring will be carried out throughout the preceding year, and the adviser community will also be consulted, in order to determine 2019’s winners.
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How do you plan for the financial unknown?
Financial expert Peter Sharkey says there are steps you can take to plan your future income.
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Would you take a financial risk?
Extreme risk is not for everyone, says financial guru Peter Sharkey.
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Why there are benefits to making regular investments
Investments and movies can make you feel good, says Peter Sharkey
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The rise in ethical investments
Financial guru Peter Sharkey reports on why we're choosing to invest ethically
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ISAs or pensions? Three passengers decide
For Peter Sharkey, an informative journey on the East Anglian Express was a good chance for a financial chat.
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A 'most interesting time': Inside eight wealth managers' minds
At our Wealth Manager Conference and Awards ceremony last week senior industry figures told us what is really on their minds
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Do you want to be a millionaire? It might be time to consider an ISA
New research has revealed that there are now more than 1000 ISA millionaires in Britain, says Peter Sharkey.
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ISAs: a simple way to save
Saving with an ISA needn't be complicated, says Peter Sharkey - in fact, it's as easy as ABC.
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Investing in Rightmove’s common sense
Financial columnist Peter Sharkey reveals what it means to have an "economic moat"...
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Use or lose your cash ISA
Investing in uncertain times can pay longer-term dividends, says financial columnist Peter Sharkey.
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Revealed: All the winners at the Professional Adviser Awards 2019
Montage Wealth Management and Premier Asset Management were multiple winners at the 2019 Professional Adviser Awards, while 14 firms made the grade in this year's 'Best Financial Advisers To Work For' survey.
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Why investing doesn’t always have to be difficult
Finance columnist Peter Sharkey on why investing needn't be too complicated.
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Why managing your investments is crucial
Having your investments actively managed can pay dividends, says financial expert Pete Sharkey.
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How Amazon is recycling old ideas to boost business
If a business idea worked in the past, there's every chance it'll work again, says Peter Sharkey. Share article from Eastern Daily Press on facebookShare this article on LinkedIn.
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Robo resistance: how IFAs can fight back
Nutmeg, the biggest robo firm in the UK, has started hiring human advisers. If you’re an IFA, it’s tempting to take the news as a vindication or an admission that automated services can’t match up to the real deal.
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Employee benefits – what is important to you?
Do companies do enough to keep their staff with workplace perks like pilates? Peter Sharkey investigates.
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Why low-risk investments are in demand
Gold's appeal remains undimmed in 2019, says finance expert Peter Sharkey
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Over 30? What do you need for the rest of your life and how much will it cost?
Calculating your 'Number' makes enormous financial sense says Peter Sharkey.
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Combining all that is best in ISAs and SIPPs
The world's first pension scheme was developed in Scotland, Peter Sharkey explains.
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It’s time for advisers to fight back
Robo-advisers are encroaching on IFA terrain more than ever before.
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Investing to #FightEB
We’re delighted to be partnered with investment platform Greenfinch’s You Give We Give initiative to #FightEB.
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Revealed: Finalists for the Professional Adviser Awards 2019
Professional Adviser Awards 2019 - Finalists & Winners
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Does political uncertainty make investors cautious?
A popular Christmas song inspires finance columnist, Peter Sharkey, to look at what investment has been like in 2018.
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Give and gain: charitable investments that benefit Yorkshire Air Ambulance
Yorkshire Air Ambulance announces a new partnership with Greenfinch, the online charitable investment platform. Support our vital emergency service with this novel fundraising channel.
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You Give We Give: the smart investment that benefits you and Willow
You Give We Give: the smart investment that benefits you and Willow. Willow is delighted to announce a new partnership with the online investment platform Greenfinch!
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How to keep hold of more of your money
In this week's financial column, Peter Sharkey explains why it's so easy to spend too much on fees when you're investing - and how to reduce these costs.
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Lester Petch: Wake up IFAs – hybrid robos are on the march
Robo-advisers are encroaching on IFAs more than ever before. How? By complementing their algorithms with human advisers.
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Budget 2018: 10 wealth managers' predictions
To me, the elephant in the room for this budget is public borrowing reaching its target of 2% of GDP two years early – the UK accounts are in pretty good shape says James Penny.
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Global sell-off rocks capital markets
A sharp sell-off in US equities on Wednesday led to global panic on Thursday as other indices followed suit.
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Financial planning: how to avoid mistakes
Financial columnist Peter Sharkey says a building disaster in Bulgaria and HS2 are good metaphors for avoiding bad financial plans.
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MPS Investment Committee: James Penny, TAM Asset Management
Global markets in Q3 have undoubtedly seen a move towards a more positivefooting akin to early 2018, before the pick-up in volatility that defined markets in Q2 says James Penny.
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No let-up for EM as FOMC hikes
The US Federal Open Market Committee (FOMC) provided little in the way of encouragement for emerging markets at its meeting on Wednesday, delivering a 25bp hike to the Fed Funds Rate.
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How much bite do Faang stocks have?
The dominance of Facebook, Amazon, Apple, Netflix, and Google (FAANG) stocks has arguably been a good thing for both the US and the global market. But, another tech rally would, on face value, give many a shiver.
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TAM Group signs $200 million deal with international advisor VFS
VFS International has formed a strategic partnership with the TAM Group and is seeking to transfer $200m of assets to the award-winning specialist in discretionary fund management (DFM), headquartered in London’s financial district.
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TAM wins key $200 million discretionary mandate
TAM wins key $200 million discretionary mandate. The mandate from a Mauritian financial advisory firm increases TAM's assets under management by 40%.
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Bull market ‘nears end’ as wealth managers talk Trump, bears and recession
It’s official - the bull market hit the grand old age of 3,454 days today,marking the longest period of uninterrupted gains in recent history. However, David Dawkins finds caution in the air as wealth managers warn that the ageing bull is now in the ‘late stages’ of its life cycle.
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Give and get: the smart investment that benefits you and Alzheimer’s Research UK
Alzheimer’s Research UK is delighted to be partnered with the online investment platform Greenfinch. Read how you can help support our pioneering dementia research using this new innovative and ethical fundraising method.
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Robo platform lands IFA partnerships through white label strategy
As the debate rages among ‘pure’ automated robo advisers and hybrid offerings, one wealth management firm is stealthily white-labelling its digital wealth platform to ‘traditional’ IFAs.
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The perfect human
While some advisers still see the future as being digital, many now believe robo-advice offerings are a tool that will benefit their business, rather than replace it.
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Advisers need to fight back against robo adviser threat
Originally the mission of robo was to provide an online ‘IFA free’ investment management solution – one that plugged the RDR advice gap.However, in recent months, there has been a concerning shift in the robo world that could result in a full-frontal assault on the traditional IFA community – ‘bionic’ robo.
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Why SRI is one area where new launches are encouraged
It seems a new fund is launched almost everyday. A primary consideration for asset managers is demand, but how much input do wealth managers actually have in the process?
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MPS Investment Committee: James Penny, TAM Asset Management
James Penny, senior investment manager at TAM Asset Management discusses balancing risk with long-term investing.
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Alzheimer’s Research UK partners with new investment platform
Alzheimer’s Research UK is ‘delighted’ to be partnered with Greenfinch – a socially responsible investment platform which offers its members the chance to give back to a chosen charity.
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Robo advice market set for shake-up
The automated financial advice market is ripe for mergers and acquisitions,according to several key stakeholders, as a variety of startups struggle to reach a critical mass of clients.
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Online investment platform adds charity partners
‘You Give We Give’ digital donation scheme presents socially-responsible investors with the opportunity to donate percentage of annual profits to charity of choice.
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Investment Life & Pensions Moneyfacts Awards 2018 finalists revealed
Investment Life & Pensions Moneyfacts has announced the finalists for its 2018 awards. The winners will be revealed at an evening awards dinner on 19 September 2018, held at The London Hilton on Park Lane. This year’s event will be hosted by Josh Widdicombe.
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A bright future for fintech
British fintech firms are set to retain their cutting edge as they continue to play a vital role in financial services and the wider economy.
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Wealth boutique signs up two IFAs to online service
Boutique private client firm TAM Asset Management has signed up two more IFA firms to its online investment service.
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New Wealth Management Service Launched
A new wealth management service has been launched on behalf of Willow which is designed to help supporters invest sensibly for their futures and help create more Special Days in the process.
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New partnership allows investors to raise money for Bobath
Bobath Scotland needs to raise £8.50 of every £10 we spend to deliver our services and support to children and adults with cerebral palsy. We are pleased to announce that we have partnered with TAM Asset Management in a new initiative that allows individuals to invest their money while raising funds for our therapy centre.
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New Greenfinch platform helps charities benefit from people’s financial investments
Greenfinch is a white label wealth management platform from TAM Asset Management that enables people to invest in a range of mainstream and ethical portfolios, either directly via a general investment account (GIA) or via an individual savings account (ISA). .
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Lester Petch: Fighting 'bionic' robo - a closer look at the new breed
Robos seem to be starting to suspect algorithms alone will not cut it in the advice world, writes Lester Petch, which is bad news for advisers - or at least for those unprepared to adapt to this hybrid world
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'Robos are coming nearer to the IFA market'
Advisers have been warned they are putting their businesses at risk if they do not invest in fending off robo-advisers.
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My sweetest call: 5 wealth managers reveal top Q1 plays
‘Our top call in Q1 has been to retain our faith in quality managers through a period of increased volatility. Essentially, we took the view that the fundamentals that had driven markets higher had not materially changed,therefore our investment theses still held.
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FinchTech - Top Asset Management Solution To Watch In 2018!
30 asset management software and solutions to watch in 2018.
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Will robo 3.0 threaten IFAs?
Lester Petch, CEO of non-advised investment platform FinchTech, looks at the impact of robo-platforms.
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The BRICS: Which country should investors back for big returns?
In 2001 the acronym ‘BRIC’ was coined to refer to Brazil, Russia, India and China, which were all deemed to be at a similar stage of rapid economic development. South Africa joined what then became the BRICS in 2010. From 1990 to 2014, the BRICS’ share of world GDP grew from 11 to almost 30 per cent.
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Making use of investor donation schemes
STEPHANIE BARKWAY of TAM ASSET MANAGEMENT argues for charities to wake up to the concept of investor donation schemes run by wealth managers, and to ensure they are included in the available choice of charities.
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Referendum II? Six wealth managers' views on Brexit
No one can deny, the physical act of leaving the EU has caused the UK numerous, and arguably avoidable, headaches. Moving from one of the fastest growing GDP nations in the G7 to the slowest is a tough pill to swallow,even more so when one considers the world is now celebrating unprecedented growth levels not seen in nearly a decade.
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FinchTech – the new non-advised robo adviser
Advertised as the “white label robo adviser for financial advisers”, TAM have developed FinchTech: a fully digital non-advised investment solution to enable financial advisers to offer a white-labelled service to all clients,with minimal effort.
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Financial Planner fights back against robo-advice
Financial Planning firm Symphony is to launch a free, non-advised digital investment management service to compete with robo-advice competitors.
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Symphony first to white-label FinchTech’s new non-advised robo service
Financial planning practice Symphony said it is the first IFA to white-label a new, free, non-advised digital investment management service.
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Boutique wealth firm unveils online investment service
City-based boutique TAM Asset Management has launched an online investment service and signed up its first IFA partner. The white-labelled proposition enables advisers to offer a range of TAM’s model portfolios to clients on a non-advised basis.
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IFA targets lost RDR clients with white-label non-advised robo service
IFA Symphony is targeting 'dormant' clients lost through the Retail Distribution Review (RDR) by using a white-label version non-advised robo service, FinchTech, created by TAM Asset Management.
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IFA launches investment service for dormant clients
A financial advice firm has launched a digital investment management service for people shut out of traditional financial advice.
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IFA Symphony launches robo-advice service to plug the gap between Nutmeg and the super-rich
Financial planning firm Symphony has become the latest to enter the growing "robo-advice" melee, launching an online wealth management service to rival competitors such as Nutmeg, Wealthify and Netwealth.
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When IFAs fight back against digital investment management
Lester Petch, the CEO of non-advised investment platform FinchTech, acknowledges the rise of the robo-adviser vs. the conventional IFA, and, in an exclusive interview for What Investment, discusses how a balance can be struck between the two.
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Busting the ethical investing myths
Nothing about socially responsible investing is incompatible with making money, argues FinchTech's Stephanie Sotiriou. Socially responsible or ethical investing is growing in popularity. Its central proposition, that it is possible to generate attractive investment returns whilst at the same time contributing positively...
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Revealed: Winners of the 10th Sustainable Investment Awards!
Investment Week is delighted to announce the winners for this year's awards,in categories including Best ESG Fund Management Group and Best New Entrant.
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Lester Petch: What does the future look like for robo-advice?
For all the hype around robo-advice, writes Lester Petch, it is worth asking whether it will truly revolutionise financial advice or simply entrench the market position of those with deeper pockets and established distribution.
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Office Spotlight: TAM Asset Management
Q&A with Lester Petch, CEO, TAM Asset Management, London.
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Would you trust a robo-adviser with your money?
Is it time we cut out the human middleman completely and trusted our money to algorithms when investing? As a proposed solution to the lack of affordable and easily accessible financial advice, robo-advisers are growin in popularity and prominence.
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Who’s to blame if a robo-adviser malfunctions?
Robo-advisers are a natural response to an age of sophisticated technology, fee compression, and regulation-mandated changes to IFA payment structures. But though these platforms aren’t new, and in fact have already entered the 2.0 phase of their existence, there are still a great many concerns to be overcome.
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Dispelling the myths about ethical investment
STEPHANIE SOTIRIOU, a senior analyst at investment firm TAM ETHICAL, counters the misconceptions about ethical investment as she explains itsrealities. Ethical investing, or socially responsible investing (SRI), isgradually emerging as a highly credible form of investing, with the objective to deliver financial returns whilst doing good for society and the environment we live in. Although trustees have a duty to...
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Wealth boutique to launch online investment service
TAM Asset Management is launching an online investment service designed to help IFAs cater for smaller and uneconomic clients. The firm’s Focus suite of four risk-rated model portfolios, along with its four-strong ethical range, can be white-labelled by advisers and bolted onto their website. The service is set to launch next quarter and the portfolios will carry an all-in fee...
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Who have advisers ranked as the most popular DFM?
Investec Wealth & Investment has been named as both the most popular and most preferred discretionary fund manager by advisers, up from fourth place last year, according to Defaqto. Looking at model portfolio services rather than bespoke, the preferred DFMs were Parmenion, Brooks Macdonald, Quilter Cheviot and TAM Asset Management.
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Which are the most popular DFMs with advisers?
The inaugural report from the research and ratings firm asked 272 financial advisers between December 2015 and January 2016 about their DFM usage and service requirements.
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Seven wealth managers' top Leicester City moments
Leicester city’s victory is being hailed as a total upset for the bookies, a 5000-1 triumph against the odds. I can only imagine in the locker room it was anything but. We have to remind ourselves this victory was stretched out over 38 hard fought games. To us at TAM Leicester’s victory is a story about digging in when the...
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DV Global tie-up targets expat market
International distribution company DV Global has partnered up with platform provider Novia Global and DFM TAM Asset Management as part of a formal launch of its panel of products and services aimed at expat-focused financial advisers.
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Where are the best new sustainable or ethical investment opportunities?
With ethics and responsible investing becoming a core part of many investors’ criteria, Investment Week asks which themes or stockpicks are standing out. We have been working with a select number of funds who have scored highly on this benchmark thus giving TAM the ability to provide our SRI clients with a viable alternative to the fixed income market.
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Profile: TAM Asset Management’s CEO prepares for a quantum leap
TAM Asset Management may be a relatively small business, but chief executive Lester Petch has big ambitions and believes the firm is on the verge of a 'quantum leap’. Since launch in 2005, TAM has quietly grown its assets under management to £250 million by purely focusing on building strategic relationships with professional intermediaries. The firm’s core range of tailored...
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Brave new world: how 6 wealth firms have embraced technology
In this increasingly digital age, we asked wealth managers what investments they have been making in their business. 'Forget silicon valley. TAM Asset Management’s approach to 2015 has been one of tech innovation. We continue to add advancements in consumer delivery through web and app technology leaving clients fully informed.
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Alpha attack: 10 wealth managers reveal their best ideas
‘Well the first half of 2015 certainly hasn’t disappointed. Between Chinese equity bubbles, global rates volatility, Greek brinkmanship and ever increasing policy divergence the more risk adverse investor has had ample inflection points at which to take risk off the table.
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Investment Committee: Christian Holland, TAM Asset Management
Investment Committee is a new online series following on from its success in the magazine. We choose five heads of research, CIOs or senior directors from influential firms to form a panel of experts who give an insight into their firm's asset allocation meetings. Over a period of 10 weeks, each member writes two pieces. Stock and bond markets have...
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Heroes Cycle London to Paris With a £10,000 Goal
We’d like to thank those of you who dare to do exceptional things for the sake of others. Whether it’s at the Big Sleep Out or at the Edinburgh Sportive, we’re always amazed at how far people will push themselves to make a difference. Among our heroes are the team of cyclists from TAM Ethical, who embarked on a 3...
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TAM Ethical Dream Team Cycle to Paris
An eleven strong team of enthusiastic TAM Ethical employees donned their cycling gear earlier this month to cycle from London to Paris - no easy feat! 3 days and 300 miles later they arrived at the foot of the Eiffel Tower slightly sore but with rather large smiles - and of course some champagne to celebrate! The journey was even...
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TAM Ethical’s “YOU GIVE, WE GIVE” Cycling Team raise funds for Impact Arts
This time last week, TAM's newly formed team of cyclists had embarked on a 3 day, 300 mile mission in the hope of raising vital funds for the ten You Give We Give charity partners, of which Impact Arts is one. The cyclists successfully completed the London to Paris bike ride and arrived home in one piece, having raised just...
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Dream team conquer London to Paris
This month, a team of eight cyclists from asset management company TAM Ethical embarked on the 3-day, 300-mile mission of riding from London to Paris.The whole team successfully completed the ride and arrived home in one piece, albeit a little sore in parts. It was no mean feat.
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Where are the best new sustainable or ethical investment opportunities?
With ethics and responsible investing becoming a core part of many investors’ criteria, Investment Week asks which themes or stockpicks are standing out. We have been working with a select number of funds who have scored highly on this benchmark thus giving TAM the ability to provide our SRI clients with a viable alternative to the fixed income market.
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Profile: TAM Asset Management’s CEO prepares for a quantum leap
TAM Asset Management may be a relatively small business, but chief executive Lester Petch has big ambitions and believes the firm is on the verge of a 'quantum leap’. Since launch in 2005, TAM has quietly grown its assets under management to £250 million by purely focusing on building strategic relationships with professional intermediaries. The firm’s core range of tailored...
Read the full article ...
Brave new world: how 6 wealth firms have embraced technology
In this increasingly digital age, we asked wealth managers what investments they have been making in their business. 'Forget silicon valley. TAM Asset Management’s approach to 2015 has been one of tech innovation. We continue to add advancements in consumer delivery through web and app technology leaving clients fully informed.
Read the full article ...
Alpha attack: 10 wealth managers reveal their best ideas
Well the first half of 2015 certainly hasn’t disappointed. Between Chinese equity bubbles, global rates volatility, Greek brinkmanship and ever increasing policy divergence the more risk adverse investor has had ample inflection points at which to take risk off the table.
Read the full article ...
Investment Committee: Christian Holland, TAM Asset Management
Investment Committee is a new online series following on from its success in the magazine. We choose five heads of research, CIOs or senior directors from influential firms to form a panel of experts who give an insight into their firm's asset allocation meetings. Over a period of 10 weeks, each member writes two pieces. Stock and bond markets have...
Read the full article ...
Heroes Cycle London to Paris With a £10,000 Goal
We’d like to thank those of you who dare to do exceptional things for the sake of others. Whether it’s at the Big Sleep Out or at the Edinburgh Sportive, we’re always amazed at how far people will push themselves to make a difference. Among our heroes are the team of cyclists from TAM Ethical, who embarked on a 3...
Read the full article ...
TAM Ethical Dream Team Cycle to Paris
An eleven strong team of enthusiastic TAM Ethical employees donned their cycling gear earlier this month to cycle from London to Paris - no easy feat! 3 days and 300 miles later they arrived at the foot of the Eiffel Tower slightly sore but with rather large smiles - and of course some champagne to celebrate! The journey was even...
Read the full article ...
TAM Ethical’s “YOU GIVE, WE GIVE” Cycling Team raise funds for Impact Arts
This time last week, TAM's newly formed team of cyclists had embarked on a 3 day, 300 mile mission in the hope of raising vital funds for the ten You Give We Give charity partners, of which Impact Arts is one. The cyclists successfully completed the London to Paris bike ride and arrived home in one piece, having raised just...
Read the full article ...
Dream team conquer London to Paris
This month, a team of eight cyclists from asset management company TAM Ethical embarked on the 3-day, 300-mile mission of riding from London to Paris.The whole team successfully completed the ride and arrived home in one piece, albeit a little sore in parts. It was no mean feat.
Read the full article ...
Investment Committee: Christian Holland, TAM Asset Management Citywire
Christian Holland of TAM Asset Management explains why cheap money is no substitute for sustainable earnings. Investment Committee is a new online series following on from its success in the magazine. We choose five heads of research, CIOs or senior directors from influential firms to form a panel of experts who give an insight into their firm's asset allocation meetings....
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Positive change: Three weeks in Asia with TAM Asset Management
With Asia currently experiencing a regulatory overhaul, Lester Petch, chief executive at private wealth management firm Tam Asset Management, visited the region to see how its advisory markets have been affected.
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Waiting for Yellen: why US interest rates are lingering near zero Citywire
With inflation in the US held back by the lower oil price, even a strengthening economy may not tempt the Fed to raise interest rates just yet, as once it starts there will be no going back.
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TAM Ethical donates nearly £4,000 via ‘You Give, We Give’ scheme International Adviser
TAM Asset Management’s socially responsible TAM Ethical portfolio has raised nearly £4,000 for charity through its ‘You Give, We Give’ scheme since launching in May last year, with considerable growth predicted over the next 12 months.
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Capacity Crunch for Auto-enrolment
The government’s attempt to turn us into a nation that saves for its future by enlisting the power of inertia is gathering momentum. Auto enrolment has already scooped up all the huge companies and moved on down the size scale to the point where firms with 50 employees are now “staging” (the term that signifies that employers at a particular...
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TAM Asset Management’s ‘You give, we give’ initiative
Giving to charity is something that we can all do, writes Suzie Bliss. But sometimes it isn’t convenient to stop on a busy street, get out your wallet and make a considered donation to a volunteer shaking a bucket. Now, TAM Asset Management, which has been running funds of funds for 10 years in the City, recently launched a charitable...
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Rider profile with James Penny: Gearing up for the Nocturne cycle race
In the run-up to the Jupiter London Nocturne Cycle Race on 6 June, I will be profiling the four members of Citywire’s team who are entered into the 10-lap Jupiter Race around the Smithfield Market track, writes Suzie Bliss. This week I caught up with James Penny, investment analyst at TAM Asset Management.As well as a surname well suited to...
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TAM Ethical Launch No AMC ISA Offer
TAM Ethical have launched a brand new ISA offer for ethical investors. For every new ISA opened within the Ethical product range between 1st January 2015 and 5th January 2016, investors can enjoy no annual management charge (AMC) for the first full year. Benefits include participation in the You Give We Give charitable giving scheme in which, originally, TAM agreed...
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TAM launches new ISA offer for ethical investors
For every new ISA opened within the Ethical product range between January 1 2015 and January 5 2016 investors won’t have to pay an annual management charge for the first full year. To confirm their commitment to socially responsible investment, TAM Ethical have launched a brand new ISA offer for ethical investors. For every new ISA opened within the Ethical...
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PGGM and Legal & General in €500m ESG-heavy real estate tie
Legal & General Capital and Dutch pension fund manager PGGM have launched a London office joint venture partnership with a focus on impact investment. The tie-up will look to integrate material environmental, social and governance (ESG) aspects throughout its assets, “in turn realising a strong ESG performance”. It has also completed its first £67m investment – 72 Broadwick Street in...
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TAM Ethical launches 'Ethical ISA' offer
Company promises to waive annual 0.4 per cent annual management fee. Savers wishing to place their money in a bank that will shield their investments from controversial industries such as fossil fuels and tobacco have a growing number of places to turn. However, this month TAM Ethical has launched a new offer to attract more people to green investments by...
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Investing beyond ethical?
Last week marked the first Good Money Week, a rebrand of National Ethical Investment Week. Some people in the industry wondered if the change indicated the UK Sustainable Investment and Finance Association was dumbing down the old National Ethical Investment Week. But rather than pitching the campaign at a lower level to ensure people understand it, UKSIF says the new...
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Tam Asset Management launches auto enrolment solution FT Adviser
Members will be free to switch between risk profiles as they see fit. Discretionary asset manager Tam Asset Management has launched an investment solution designed specifically to meet the demands of autoenrolment. Centum offers a range of risk-profiled portfolios and is designed specifically for regular contributions in workplace pensions schemes. The tool, used for Tam’s own staff pension scheme, offers...
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SIPPs: Socially responsible, fee ‘free’ SIPP launched Investment Sense
Any thoughts that innovation in the SIPP (Self‐Invested Personal Pension) market is dead, have been put to rest by the launch of a new socially responsible, fee ‘free’, SIPP. The new ‘Socially Responsible’ Pension is the result of a partnership between SIPP provider, London & Colonial and fund manager, TAM Asset Management.
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Asset Allocation: Why TAM Asset Management is steering clear of emerging market funds
TAM Asset Management is steering clear of emerging market funds and instead looking to strategic bond funds to offer “dynamic” active management. Senior investment manager Christian Holland (pictured) says it is a space the wealth management firm does not need direct exposure to.
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Why investors need to consider the wider possibilities of SRI Investment Week
Christian Holland, senior investment manager at TAM Asset Management, says the 30% tax relief for SRI and ethical investing announced in the Budget is a great boost for the sector. There is an awareness among a growing number of young working savers that what they do with their money matters more than simply buying a fund and forgetting about it....
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You give we give: Capability Scotland to benefit from Scottish Charity ISA Capability Scotland
Capability Scotland is one of the charity partners set to benefit from an innovative new scheme which enables Scottish investors to donate income from their investment to charity. The 'You Give We Give' Scottish Charity ISA, which was launched at the Scottish Parliament, is the creation of two financial organisations, Virtuo Wealth Management and Tam Asset Management.
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'You give, we give' charity Isa offers unique investment
Scottish investors are being offered a unique opportunity to use their Isa saving to benefit charities of their choice in a 'you give, we give' investment. The Charities for Scotland Isa was launched at an event at the Scottish Parliament attended by national and local charities, leading Scottish fund managers, and potential investors.
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Invest in us and make a difference MENINGITISNOW
Here’s a new way you can choose to support us. We have been selected to join the list of recommended charities by TAM Asset Management, Investment Managers, as part of their new “You give, We give” scheme. This scheme offers investors who are part of TAM’s ethical portfolio the opportunity to make a positive impact on society by opting to...
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L&C has teamed up with TAM to provide investors with a socially responsible pension
The investments, made available TAM Asset Management's risk-rated socially responsible portfolios, can be accessed through London & Colonial's SIPP, QROPs and QNUPs. The investments are screened for their environmental impact, commitment to social responsibility and consideration for animal welfare. London & Colonial head of product and business development Adam Wrench (pictured) said:"A more socially responsible approach to investing is becoming...
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London & Colonial adds Tam to DFM panel FT Adviser
London & Colonial has added Tam Asset Management to its panel of discretionary fund managers as it continues to augment the number of DFMs it offers. Last year, the London & Colonial group launched multi‐ platform versions of its self invested personal pension and open annuity products, as well as its more recently launched qualifying recognised overseas pension scheme offering,...
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Experience says now is not the time to invest in Asia Portfolio Adviser
Avoiding an impersonal, tick-box mentality is key to TAM's fund picking while experience in managing money in Asia has taught the team that now is not the time to invest there. A discretionary firm that focuses solely on the IFA market, TAM Asset Management’s top brass has its fair share of stockpicking experience. Chief executive officer Lester Petch is a...
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Tam predicts ethical as the next big things for pensions FT Adviser
Discretionary manager believes auto-enrolment will increase demand for socially responsible pension solutions. A discretionary manager has predicted significant growth in demand for socially responsible investing over the next few years. Lester Petch, chief executive officer at Tam Asset Management, said auto-enrolment is bringing ethical investing into the foreground. “It allows them all to have a socially responsible packaged option,” he...
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Tam Asset Management plans SRI pension FT Adviser
Portfolios will be piloted in December and will be available through all major pension wrappers, chief executive says. Tam Asset Management is to launch a socially responsible pension portfolio, bringing together a “packaged solution” for ethical retirement saving. Lester Petch, chief executive officer of the discretionary manager, said the solution will be available through a pension provider that has all...
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Product review: Tam Asset Management ethical portfolios FT Adviser
A ‘you give, we give' philosophy for charitable donations adds a new dimension for this ethical investment. Discretionary manager Tam Asset Management has launched a new thread to ethical investment with its ‘you give, we give’ scheme. The venture allows investors to donate a part of their returns to a charity of their choice. Investors can select from five new...
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IFA to back ethical AE competitor
Virtuo Wealth Management hopes to plug a gap in the auto-enrolment marketplace with new pension. Virtuo Wealth Management, an IFA firm specialising in ethical investment, is looking to fill a gap in the auto-enrolment space with the launch of an ethical pension for companies. In an interview with FT Adviser to be published later today (11 October), Virtuo managing director...
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You Give We Give: hope of charities revolution The Times
From a small office on the edge of Leith, a ground-breaking new money-raising scheme has been devised which, its founders hope, could revolutionise charitable giving across the UK. Scott Murray, managing director of Edinburgh-based Virtuo Wealth Management, was one of many who watched in despair as the reputation of his industry took a hammering in the wake of the 2008...
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Putting ethics at the heart of advice
Virtuo Financial Services was founded when Scott Murray decided to specialise in ethical investing. If you hear an adviser talk about a major shift in the professional life as a result of a decision shaped by personal ‘ethics’, you’d be forgiven for expecting to hear a familiar story of an intermediary that has left a larger institution or bank into...
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Tam AM model portfolios outperform in year to date FT Adviser
Company expects benchmark outperformance to continue in fourth quarter.Discretionary investment manager Tam Asset Management has outperformed benchmarks for all four of its Tam Focus model portfolios in the year so far. Each of the four model portfolios outpaced their respective benchmarks by at least 7.7 per cent, with the best comparative performance coming from the ‘growth’ portfolio which grew 15.4...
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IFA launches ethical portfolios which donate portion of AMC
Edinburgh-based ethical advice firm Virtuo Wealth Management has teamed up with TAM Asset Management to launch a range of socially responsible model portfolios, which will see some of the management charges donated to charity. The five TAM Ethical portfolios range from defensive to adventurous and have been launched under a new scheme created by TAM and Virtuo called You Give,...
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TAM becomes a proud member of UKSIF
UKSIF is delighted to welcome TAM Ethical/TAM Asset Management an ethical and charitable investment group. The UK Sustainable Investment and Finance Association (UKSIF) is the membership network for sustainable and responsible financial services. We promote responsible investment and other forms of finance that support sustainable economic development, enhance quality of life and safeguard the environment.
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TAM Asset Management launches range of ethical portfolios
The discretionary investment manager TAM Asset Management is launching a range of ethical portfolios which allows investors a unique opportunity to donate to their favoured charity from a portfolio of socially responsible investments. The You Give, We Give scheme forms part of the firm’s TAM Ethical product. Anyone investing in TAM Ethical can choose to give a percentage of any...
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Firing Line: Lester Petch
Lester Petch, chief executive for Tam Asset Management, talks to Melanie Tringham about the road to setting up a value for money discretionary management service for IFAs as well as the massive opportunity made possible through the RDR. Discretionary fund management has become a hot topic in the IFA service sector in recent months. As the retail distribution review becomes...
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Trading positions
Money Management brought together a group of experts operating in the UK structured products market to discuss the merits of using such instruments within a wealth management context. There has been much talk in recent months regarding the role that discretionary managers will play in the advisory world once the RDR proposals have been implemented in 2013. Already there is...
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Investors panicked into buying gilts, says TAM
Investment manager claims investors are so nervous about current economic climate that they are counter-intuitively buying UK gilts, despite guaranteed negative real returns. Investors have been panicked into buying UK gilts despite yields being less than half that of inflation, Christian Holland, investment manager at TAM Asset Management, has claimed. He believes that investors are "so nervous" about the lack...
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5 Reasons Robo-Advisors May Not Make The Grade
Robo-advice has become one of the more popular and prominent financial technology innovations of the last few years, and it’s easy to see why. However, Lester Petch, CEO at FinchTech, reckons there’s cause for concern, and below talks Finance Monthly through five reasons robo-advice may not turn out to be all it’s promised without confronting some hard-hitting issues.
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