We are thrilled to announce that TAM has reached a major milestone of £1bn in client assets under management.

These assets are managed across our direct MPS business, our third-party platform MPS business, and our global multi-asset fund. 

We couldn't have obtained this landmark achievement without the valued collaborations with our trusted financial advisers. Together, we have expanded our market presence and enhanced TAM’s reputation for delivering high-quality, cost-effective, and innovative investment solutions.

Lester Petch, TAM’s founder and CEO said: "Achieving £1bn under management is an incredible milestone. Building this business from the ground up with a dedicated team has been immensely rewarding. Without their help and support and that of market participants along the journey it would not have been possible. The real credit goes to the hard-working TAM team everywhere. Onwards and upwards to £2bn... I give myself 24 months to achieve that!"

The past decade has seen TAM go from strength to strength. From a humble manager of £169m in client assets across one core portfolio range, to a multi-award-winning DFM with £1bn AUM across a varied range of model portfolio services, including our leading sustainability-focused and Sharia-compliant strategies which are both celebrating a 10-year track record. 

You can explore our journey in more detail by downloading the 'Ten Years of TAM' infographic below

Our clients' needs are at the core of absolutely everything we do, and we are committed to putting them first, always. We are delighted to have entered this exciting new growth phase and promise to continue striving for excellence, consistently acting with honesty and transparency, and delivering those all-important good consumer outcomes.

A heartfelt thank you to every employee, client, adviser, associate, and partner who has helped us reach this major milestone – here’s to the next £1bn!