Defaqto's annual service survey asks financial advisers to share your views about the level of service you receive from product providers like TAM. Defaqto look...
Read Full ArticleFor the first time since the onset of the pandemic in March 2020, the Bank of England (BoE) has cut interest rates. The BoE’s Monetary...
Read Full ArticleThey did it! Our #TAMCharityRide team have completed their epic 3-day, 340km cycle from Brussels to Amsterdam, looking sharp as they crossed the finish line...
Read Full ArticleWe are thrilled to announce that TAM has reached a major milestone of £1bn in client assets under management. These assets are managed across our...
Read Full ArticleWhat is TAM Income? TAM Income is our model portfolio solution for investors with income-oriented objectives, currently targeting yields of 5% per annum*. The models...
Read Full ArticleNow in their 34th year, the Financial Adviser Service Awards have established themselves as the benchmark for provider service levels in the industry, and continue...
Read Full ArticleWe are delighted with our very own Dan Babington's nominations for Best Sustainable Investment Wealth Manager and Rising Star Sustainable Investment Champion at the 2024...
Read Full ArticleOn Thursday 18th July, our TAM cycle team including James P, James B, Olivia G, Olivia P, Dan and Francis, will be joined by 65...
Read Full ArticleThey did it! Izabela, Stephanie, Daniel, James B, Olivia G and Olivia P have battled the elements and successfully tackled the National Three Peaks Challenge...
Read Full ArticleAre UK Equities back in vogue? Over the last three months, both the FTSE 100 and FTSE 250 UK indices have returned over three times...
Read Full ArticleJust one week to go until we take on the National Three Peaks Challenge! Next Friday the 7th of June, our #TAMThreePeaks team including Stephanie,...
Read Full ArticleWe are very pleased to announce that we have been nominated for Best Ethical DFM at the 2024 Moneyfacts Investment Life & Pension Awards! #ILPAwards
Read Full ArticleIn recent years, the asset management industry has made great strides in raising awareness of environmental and social issues, both arising from our day-to-day life...
Read Full ArticleWe are thrilled to tell you that our very own Daniel Babington has been selected for this year's Citywire Top 30 Under 30. Now in...
Read Full ArticleOutperforming ARC Our entire range of Active and Enhanced Passive portfolios have outperformed their respective ARC GBP benchmarks over 1 year, 3 years and 5...
Read Full ArticleNow in their 34th year, the Financial Adviser Service Awards have established themselves as the benchmark for provider service levels in the industry, and continue...
Read Full ArticleOn the 7th of June, our 7 person TAM Three Peaks team including Izabela, Stephanie, Olivia G, Dan, James B, Kirsty and Olivia P, will...
Read Full ArticleBull Runs The market has been strong in 2024, following on from the fantastic Christmas rally where many clients saw more gains in November and...
Read Full ArticleThere are just two weeks until the end of the tax year and the opportunity to make the most of your clients' £20k tax free...
Read Full ArticleThe City of London Wealth Management Awards (COLWMA) are back to recognise, applaud, and reward outstanding service in the wealth management industry. This prestigious event...
Read Full ArticleWe are delighted to announce our '4 for 2024' fundraising campaign in aid of The Childhood Trust, London's child poverty charity. The cost-of-living crisis is...
Read Full ArticleThe “Equity Risk Premium” is a term many read about but often skim over. It’s essentially the additional return an investor expects to receive from...
Read Full ArticleWe are delighted to announce the launch of our Sustainability Hub – your one-stop shop for all things sustainability at TAM. This carefully curated hub...
Read Full ArticleWe are delighted to tell you that our investment team successfully navigated 2023's incredibly volatile financial markets and achieved positive returns for our clients' investment...
Read Full ArticleVoting for the Investment Life & Pensions Awards is now open for 2024, and Moneyfacts needs your input! The awards are a significant event in...
Read Full ArticleThe end of the calendar year witnessed a strong uptick in financial markets, with both bonds and equities, the main investment components, seeing gains not...
Read Full ArticleWith many market participants believing that central banks around the world are now finished with raising their interest rates, markets are looking forward to 2024...
Read Full ArticleVoting for the Adviser Choice Awards 2024 is now open, and Citywire needs your help to recognise the discretionary fund managers who have really excelled...
Read Full ArticleTAM Bites is the latest addition to our adviser communications, which aims to provide you with regular bites of information relating to key market activity,...
Read Full ArticleI am delighted to share some positive updates with you regarding TAM’s development. As of Friday 3rd November, we concluded a strategic deal with the...
Read Full ArticleLast night we hosted our inaugural TAM Boom Battle Charity Championship in aid of The ClementJames Centre! Industry friends and colleagues came together at Boom...
Read Full ArticleOur very own James Penny has made the cut for the second consecutive year!
Read Full ArticleWe are delighted to have been commended for Best Ethical DFM at this year's Moneyfacts Investment Life & Pensions Awards! #ILPAwards
Read Full ArticleThe Consumer Duty rules set the benchmark for excellence in delivering good outcomes for retail customers. The DFM market sits in the middle of the...
Read Full ArticleTune in for our next TAM Talks webinar! What's the subject? TAM Liquidity Plus: A model portfolio to beat the banks When is it? Tuesday...
Read Full ArticleHave your say and be entered into the Defaqto free prize draw to win one of two £250 Amazon vouchers The Defaqto service survey is...
Read Full ArticleAfter much demand, we have relaunched the TAM Liquidity Plus portfolio - our cash alternative product returning net 5% per annum*, designed to combat rising...
Read Full ArticleThey did it! The #W2W cycle team have successfully completed their epic 3-day 360km cycle from Waterloo GB to Waterloo BE and raised over £50,000...
Read Full ArticleWe are very happy to let you know of two developments we have been working away on here at TAM, to further enhance our offering...
Read Full ArticleYou may remember that in July last year, TAM's James Penny and Daniel Babington joined 20 other riders from across the UK wealth and asset...
Read Full ArticleWe are delighted to be nominated in both the Best Ethical DFM and Innovation Award categories at the Moneyfacts Investment Life & Pensions Awards! #ILPAwards
Read Full ArticleFor those of you that use Defaqto as a risk rating tool, we are writing to provide you with an update on these ratings for...
Read Full ArticleWe have reached the third Consumer Duty milestone and have completed our reviews to meet the new outcomes. We have taken this opportunity to make...
Read Full ArticleTAM is preparing for the Consumer Duty as a Manufacturer ahead of the end of April deadline The Consumer Duty, which comes into force at...
Read Full ArticleIn our continued effort to provide value for money to clients, and to ensure our portfolios remain as accessible as possible, we are very pleased...
Read Full ArticleThe Moneyfacts Investment Life & Pensions Awards are the unrivalled highlight of the year for the investment, life and pensions market, and voting is now...
Read Full ArticleThere are now just four weeks left until the end of the tax year and the opportunity to make the most of your clients' £20k...
Read Full ArticleThe results from the eighth Defaqto discretionary fund manager (DFM) satisfaction study are in and it's a clean sweep for TAM! For those of you...
Read Full ArticleThe PAM Awards Judging Panel has named 22 firms as finalists, and for commendations, in the 2023 PAM Awards. These firms are contesting 10 award...
Read Full ArticleTAM have been nominated for Best Discretionary Fund Manager at the PA Awards 2023!
Read Full ArticleWe are delighted to let you know that TAM have received two nominations at this year's City of London Wealth Management Awards (COLWMA). The prestigious...
Read Full ArticleVoting for the Adviser Choice Awards 2023 is now open and it's time to have your say! Citywire needs your help to recognise the discretionary...
Read Full ArticleWe are delighted to tell you that our You Give We Give charitable giving initiative has raised nearly £200,000 to date!
Read Full ArticleTAM Global is our multi-asset fund solution for investors worldwide. Our 15 year global balanced strategy has been unitised into a single fund which now...
Read Full ArticleDelighted for our very own Dan Babington who was highly commended as a Rising Star (Individual – Wealth Management) at the Portfolio Adviser Wealth Partnership...
Read Full ArticleNeed a customised management report for your next client review? Generate one from the TAM Platform with just a few clicks! We recently got in...
Read Full ArticleSunday evening saw the airing of the final episode of Sir David Attenborough’s Frozen Planet II. The entire series, whilst beautiful to watch (as every...
Read Full ArticleTAM's CIO James Penny has made the cut at this year's Citywire Wealth Manager Top 100! Huge congratulations to James and his team - a...
Read Full ArticleTAM's senior analyst, Daniel Babington, has been nominated for Rising Star Individual (Wealth Manager) at the 2022 Portfolio Adviser Wealth Partnership Awards! #PAWPAS2022
Read Full ArticleAs part of our continued effort to streamline our processes and save you precious time, we have created a one page portfolio switch form for...
Read Full ArticleWe often receive requests from our advisers for valuations for your clients’ investment portfolios. Whilst we are more than happy to provide these to you,...
Read Full ArticleWhether your client wishes to make a one-off withdrawal from their investment portfolio, or they need to close their account completely, we have created a...
Read Full ArticleWe are delighted to have made the shortlist for Best Sustainable Investment Wealth Manager / DFM at the Investment Week Sustainable Investment Awards 2022! #SIA2022
Read Full ArticleWe are delighted to have made the shortlist for Best Ethical Discretionary Fund Manager at the Moneyfacts Investment Life and Pensions Awards 2022! #ILPAwards2022
Read Full ArticleWe are excited to announce our #TAMPedalforPeace cycling challenge! On the 28th of July, we are bringing together firms from across the UK wealth and...
Read Full ArticleWe are absolutely delighted to be named as one of the 30 finalists that have made the cut for this year's PAM Awards! #PAMAwards2022
Read Full ArticleWe are absolutely delighted to announce that as part of our TAM Sustainability Mission and commitment to combatting global warming, we have launched an exciting...
Read Full ArticleThere are now just four weeks left to make the most of your clients' £20k tax free ISA allowances for 2021/2022. If you have new...
Read Full ArticleThe Moneyfacts Investment Life & Pensions Awards are the unrivalled highlight of the year for the investment, life and pensions market, and voting is now...
Read Full ArticleWe are delighted to let you know that for the third consecutive year, our MPS offering has received a five star service rating from Defaqto....
Read Full ArticleWe are delighted to let you know that for the fourth consecutive year, TAM has been nominated for Best in Discretionary Wealth Management at the...
Read Full ArticleA very Happy New Year to one and all. Our next TAM Talks webinar has been scheduled and the details are below in case you...
Read Full ArticleDespite yet another challenging year navigating COVID-19, it seems not even a new variant and reimposed restrictions can get in the way of our Investment...
Read Full ArticleVoting for the Citywire Adviser Choice Awards 2022 is now open and it's time to have your say! The refreshed awards are all about the...
Read Full ArticleWe are absolutely delighted to let you know that TAM have been named winners of the Rising Star Award in the Business - Wealth Management...
Read Full ArticleAs a DFM, it is our core objective to outperform our benchmark with minimal risk. But if we are achieving returns superior to the market...
Read Full ArticleTAM Under The Hood is our brand new miniseries of notes that will give you a little look at the nuts and bolts behind our...
Read Full ArticleWe are delighted to let you know that we have partnered with the UK Sustainable Investment and Finance Association (UKSIF) for their annual Good Money...
Read Full ArticleAfter a year away from your screens, TAM CEO Lester Petch and CIO James Penny are finally back in the spotlight for the long-awaited return...
Read Full ArticleWith a new school year and Q4 just around the corner, we are taking this opportunity to answer any and all questions you may have....
Read Full ArticleWe are delighted to be nominated for Best Ethical DFM at this year's Moneyfacts Investment Life & Pensions Awards! #ILPAwards2021
Read Full ArticleTAM Talks is back with a new instalment where we'll be joined by leading financial information provider, Defaqto. When is it? Tuesday 8th June 2021...
Read Full ArticleAs you will be aware, recent regulatory changes now require advisers to ask ESG questions as part of their client fact-find, but it doesn't stop...
Read Full ArticleCitywire's annual Wealth Manager Regional Stars Awards are back with a new name and a new aim! This year's Adviser Choice Awards intend to recognise...
Read Full ArticleJoin us on Tuesday 9th March at 10am GMT for the opportunity to hear from our CIO James Penny talking through the nuances of the...
Read Full ArticleMonday 5th April is creeping up on us so we just wanted to remind you that as a regulated ISA manager, TAM clients can open...
Read Full ArticleWe are delighted to let you know that for the third consecutive year, TAM has been nominated for Best in Discretionary Wealth Management at the...
Read Full ArticleTAM Asset Management Ltd (TAM) is pleased to announce that effective from 1st January 2021, VAT is no longer charged on TAM portfolios for UK...
Read Full ArticleTAM Talks is back again with the first instalment of 2021. Join us on Tuesday 12th January at 10am GMT for the opportunity to hear...
Read Full ArticleDespite an incredibly challenging year of immense market volatility, at year end 2020, TAM's investment team had not only protected our clients' capital (which is...
Read Full ArticleWe are thrilled to have won Highly Commended for Rising Star at this year's Portfolio Adviser Wealth Partnership Awards! #PAWPAS20
Read Full ArticleThe Investment Week Sustainable & ESG Investment Awards ceremony took to the virtual stage this year in honour of the fund providers, research and ratings...
Read Full ArticleThe Defaqto Risk Ratings for our ESG and Premier model portfolios are live! TAM Portfolio Defaqto Risk Rating ESG Defensive 3 ESG Cautious 4 ESG...
Read Full ArticleWe understand that by now you must be tired of reading anything related to the 'C' word but this note is positively different so bear...
Read Full ArticleWe are delighted to have received a nomination for Rising Star at this year's Portfolio Adviser Wealth Partnership Awards! #PAWPAS20
Read Full ArticleWe have today (1/7/20) rebranded our award-winning ethical investment service from 'TAM Ethical' to 'TAM ESG'. TAM were an early adopter of ethical investment management,...
Read Full ArticleWe are delighted to let you know that TAM has been nominated in the new Discretionary Investment Manager (DIM) category at the 2020 Financial Adviser...
Read Full ArticleOn the 31st January 2020, following repeated delays amid a period of deadlock and turmoil in the British parliament, the UK finally left the EU....
Read Full ArticleA New Normal: Navigating through an evolving financial landscape during a pandemic The coronavirus continues to affect our day-to-day lives and we want to share...
Read Full ArticleWe are delighted to let you know that for the third consecutive year, TAM has been nominated for Best Ethical DFM at the Moneyfacts Investment...
Read Full ArticleFollowing on from the success of last month’s ESG webinar where we asked listeners to vote on what topics we should discuss next, we are...
Read Full ArticleMany thanks to those that tuned in to the launch of our TAM Talks webinar series last Tuesday. We were delighted with the take up...
Read Full ArticleIn light of the nationwide lockdown and the repercussions that has on face to face meetings, we have been thinking of new and interactive ways...
Read Full ArticleThe FTSE 100 fell 10.82% on 12th March 2020, worse than any single day in 2008 and beaten only by ‘Black Monday’ in 1987. Drops...
Read Full ArticleAll of us in business will have been affected operationally by the extraordinary spread of Coronavirus COVID-19 with Europe and the UK now the epicentre...
Read Full ArticleIt’s fair to say global markets have experienced one of the most volatile starts to a year, suffering some of the worst performance since the...
Read Full ArticleTAM understands that it is never too early for an investor to start saving for their child's future and with the end of the 2019/2020...
Read Full Article2019 was a big year for TAM. From growing our Investment Management and Distribution teams, to launching a new European office – some may have...
Read Full ArticleAs you know, 2019 was an exceptionally good year for TAM's investment performance, with some portfolios returning over 21% for the year. As such, we...
Read Full ArticleWe are delighted to tell you that for the second consecutive year, TAM has received two nominations at the City of London Wealth Management Awards...
Read Full Article"In an environment in persistent need of transparency and clear presenting of information, we have looked at our performance in-depth and long-term, and analysed the...
Read Full ArticleYou may already be aware that our Premier, Focus and Ethical investment portfolios are available across the Aviva and Transact platforms, but they are now...
Read Full ArticleWe are delighted to announce that for the second consecutive year, TAM has been nominated for Best Ethical Discretionary Fund Manager at the Investment Life...
Read Full ArticleWe are absolutely delighted to tell you that TAM were named winners of the Award for Discretionary Wealth Management at last night's City of London...
Read Full ArticleThe UK financial services industry under MiFID and FCA guidance has been instructed to develop the highest levels of transparency on its fee structuring and...
Read Full ArticleWe are delighted to tell you that TAM have received two nominations at this year's City of London Wealth Management Awards (COLWMA). The prestigious awards,...
Read Full ArticleDue to enhancements in investment management operating processes and ongoing growth, we are pleased to announce two significant changes to annual management charges (AMC) for...
Read Full ArticleWe are delighted to tell you that our You Give We Give charitable giving initiative has raised over £59,000 to date!
Read Full ArticleMost charities rely on a similar mix of channels to raise funds, such as digital and social media, cold-calling and door-to-door fundraising. Sticking to this...
Read Full ArticleYou may or not be aware that our Premier, Focus and Ethical investment portfolios are available across the Aviva and Transact Platforms. Our portfolios can...
Read Full ArticleThe Charities Aid Foundation’s 2018 report found that while charitable donations may have risen in overall value, they’re coming from fewer people. This is a...
Read Full ArticleTAM are delighted to let you know that we have launched 'Through the Lens', a brand new video series capturing conversations with our award-winning investment...
Read Full ArticleWe are honoured to have received three nominations at the prestigious Professional Adviser Awards 2019: Best Discretionary Fund Manager Best Model Portfolio Service Best Client...
Read Full ArticleWe are delighted to inform you of an exciting development for the TAM Group in forming a strategic partnership with VFS International, winner of the...
Read Full ArticleWe are delighted to let you know that TAM has been nominated for Best Charity Partnership of the Year with our 'You Give, We Give'...
Read Full ArticleAs a financial adviser, you’re all too aware of the threat posed by robo-advice platforms. But while you’re still offering higher-quality advice, and while you’re...
Read Full ArticleAlzheimer’s Research UK, Blue Cross, DEBRA and Yorkshire Air Ambulance have each partnered with Greenfinch, our new non-advised investment platform providing charity members with access...
Read Full ArticleWe are thrilled to let you know that TAM has been nominated for 'Best Ethical Discretionary Fund Manager' - a new category at the 2018...
Read Full ArticleAs the investment manager, we will match the donation with an equal percentage from our annual fee, and manage the portfolios and products. Charlotte Hoare,...
Read Full ArticleSince 2012’s Retail Distribution Review (RDR), financial advice has become more expensive and less accessible. Robo-advisory platforms have rushed in to fill the void, offering...
Read Full ArticleThe rise of robo advice will no doubt have more than its share of victims; there’s no such thing as a bloodless revolution, after all....
Read Full ArticleIf you’re an IFA, the rise of robo-advisers isn’t just a problem; it’s an existential threat. There’s a major gap in the post-RDR market for...
Read Full ArticleAn ISA allows your client to benefit from tax free investment gains. After the 5th April 2018, investors will lose any of their £20,000 allowance...
Read Full ArticleWe are delighted to inform you that our non-advised digital investment management service, FinchTech Ltd, has launched! The plug-and-play white-labelled solution is one of the...
Read Full ArticleWe are delighted to tell you that our You Give We Give charitable giving initiative has raised over £52,000 to date!
Read Full ArticleDelighted to have been named 'Best in Ethical & Sustainable Investment Opportunities - UK' and 'Full-Service Portfolio Manager of the Year' at the Wealth and...
Read Full ArticleWe are delighted to tell you that TAM's new digital investment proposition, FinchTech Ltd, was announced Best New Entrant at Investment Week's 10th Annual Sustainable...
Read Full ArticleFinchTech, due to launch this quarter, is our 'plug-and-play' answer for IFAs looking to add a digital investment ‘robo’ service to their offering. FinchTech helps...
Read Full ArticleTAM are delighted to announce that in addition to our already diverse offering we have launched TAM Passive - a suite of low-cost passive investment...
Read Full ArticleLast week on Thursday 6th July, the good and the great of the fund management industry came together in the Royal Albert Hall to celebrate...
Read Full ArticleFor the second year in a row, TAM have been named as a preferred DFM for a model portfolio service (MPS), according to Defaqto's 2017...
Read Full ArticleAn ISA allows your client to benefit from tax free investment gains. After the 5th April 2017, investors will lose any of their £15,240 allowance...
Read Full ArticleWe are pleased to inform you that in our continued efforts to create the best value for investors, we are amending our fee structure to...
Read Full ArticleWe are delighted to tell you that our You Give We Give charitable giving initiative has raised over £25,000 to date!
Read Full ArticleWith business owners now being penalised for not having a workplace pension scheme in place, The Pensions Regulator has been back on the road reminding...
Read Full ArticleWe are pleased to partner with Islamic Wealth Management to be part of the annual Muslim Lifestyle Expo this year, presenting our TAM Sharia investment...
Read Full ArticleWe are delighted to announce that our risk profiled Premier model investment portfolios are now available on the Transact Platform and can be used for...
Read Full ArticleWe are delighted to announce that TAM Asset Management have been named 'UK Asset Manager of the Year' at the i-invest 2016 Asset Manager Awards....
Read Full ArticleTAM Asset Management International was named Best Investment Management Service provider in the Wealth & Finance 2016 – Fund Manager Elite awards. TAM would like...
Read Full ArticleTAM are delighted to announce that after many months of our clever developers busying away behind the scenes, we have at last launched our brand...
Read Full ArticleHurry! There's not long left to make the most of your clients' 2015/2016 ISA allowance... An individual savings account (ISA), allows savers to invest up...
Read Full ArticleWe are delighted to announce that thus far, our pioneering charitable giving scheme has raised over £20,000 for a variety of extremely worthy beneficiaries. This...
Read Full ArticleTAM International win Best Private Wealth Management Company In November, we were delighted to tell you that TAM Asset Management were named winners of the...
Read Full ArticleWe are thrilled to announce that TAM Asset Management has won the Wealth and Finance International 'Award for Innovation in Portfolio Management - UK' in...
Read Full ArticleTAM have been shortlisted for the Award for Innovation second year in a row! We are delighted to announce that TAM Asset Management and You...
Read Full ArticleTAM Asset Management offer clients an attractive selection of investment portfolios with funds that are compliant with the principles of Islam. FEATURES - Multi-manager model...
Read Full ArticleThe event in photos!
Read Full ArticleInvestingGreen, a trading style of InvestingWell Ltd, have chosen TAM Asset Management to bring socially responsible investors an online direct investment solution. Tomorrow, on Thursday...
Read Full ArticleThey’ve only gone and done it…! Two days ago, TAM's newly formed team of cyclists embarked on a 300 mile mission in the hope of...
Read Full ArticleWe are so proud of the TAM team and associated members cycling from London to Paris. They have made it across the shores and are...
Read Full ArticleFour TAM employees supported by other investment house representatives struck out for the French capital at 9.00am this morning from TAM’s Head Office in the...
Read Full ArticleIn 1 week today on Thursday 7th May, team TAM are cycling from London to Paris in the hope of raising £10,000 for the You...
Read Full ArticleIn 2 weeks today on Thursday 7th May, team TAM are cycling from London to Paris in the hope of raising £10,000 for the You...
Read Full ArticleTeam TAM and fabulous friends are swapping their desk chairs for bike saddles and cycling to Paris on Thursday 7th May to raise £10,000 for...
Read Full ArticleImpact Arts joins 5 other Scottish charities as chosen charity partners of the unique Scottish Charities IS Founded in 1994, Impact Arts is a community...
Read Full ArticleTAM Ethical have been selected as guest speakers to present at the annual Association of Charity Independent Examiners (ACIE) conference. The all-day event will be...
Read Full ArticleTAM Ethical are increasing their contribution towards You Give We Give! Not only does this apply to all new clients, but also to all clients...
Read Full ArticleTo welcome 2015, TAM are offering investors three brand spanking new ISA offers within three of their existing products For every new ISA opened within...
Read Full ArticleDespite a volatile year in the markets, TAM’s positive portfolio performance meant there were still contributions towards the You Give We Give charitable donation scheme...
Read Full ArticleNot one, but two, of TAM Ethical’s socially responsible products have been shortlisted for the highly sought after ‘Award for Innovation’ at the Investment Week...
Read Full ArticleFor the second time this year, TAM Asset Management were selected as guest speakers to present their ethical proposition at the Standard Life Investments (SLI)...
Read Full ArticleThree ethical funds in which TAM Asset Management has invested, received first, second and third place in the Best Ethical Investment Provider category at the...
Read Full Article