Welcome to TAM Asset Management

We are an award-winning discretionary asset management company partnering with financial advisers, intermediaries and other fiduciaries to provide a wide range of forward-thinking onshore and offshore investment solutions tailored to the needs of your clients.
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OUR SERVICES

AWARD-WINNING MODEL PORTFOLIOS

Core Active Investments
Core Active Investments
Enhanced Passive Investments
Enhanced Passive Investments
Sustainability-focused Investments
Sustainability-focused Investments
Sharia-compliant Investments
Sharia-compliant Investments

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OUR LATEST INVESTMENT NOTES

We meet again, Mr. Bond

We meet again, Mr. Bond

James Penny, 16 October 2023

Soft landing or hard landing?

Soft landing or hard landing?

James Penny, 11 October 2023

Artificial Intelligence (AI) Technology: World Changing or Ending?

Artificial Intelligence (AI) Technology: World Changing or Ending?

James Baxter, 06 September 2023

Are clients considering running to the bank?

Are clients considering running to the bank?

Lester Petch, 04 July 2023

The risk of outperforming this market

The risk of outperforming this market

James Penny, 16 June 2023

A world of opportunity: Sustainable investing

A world of opportunity: Sustainable investing

Daniel Babington, 20 December 2022

It's always darkest before the dawn: An outlook for 2023

It's always darkest before the dawn: An outlook for 2023

James Penny, 01 December 2022

Sharia investing: A diamond in the rough for 2022

Sharia investing: A diamond in the rough for 2022

James Penny, 23 November 2022

ESG: Down But By No Means Out

ESG: Down But By No Means Out

Daniel Babington, 18 October 2022

Insight from our CEO - Illiquidity: how deep is the rabbit hole?

Insight from our CEO - Illiquidity: how deep is the rabbit hole?

Lester Petch, 07 October 2022

MORE INSIGHT

TAM IN THE NEWS

Asset Managers Quietly Add ‘ESG’ to Portfolios of Defense Stocks

Bloomberg 24 November 2023

Revealed: Amber River acquires majority stake in TAM Asset Management

Citywire 22 November 2023

Amber River acquires majority stake in TAM Asset Management

Investment Week 22 November 2023

Amber River acquires majority interest in TAM as asset management sector continues to consolidate

City A.M. 22 November 2023

Amber River acquires majority interest in TAM as asset management sector continues to consolidate

Yahoo Finance 22 November 2023
MORE ARTICLES

OUR AWARDS

Winner - James Penny
Wealth Manager Top 100 2023
Winner - James Penny
Commended - Best Ethical DFM | Finalist - Innovation Award
Moneyfacts Awards 2023
Commended - Best Ethical DFM | Finalist - Innovation Award
Finalist - Best Sustainable Fund Selector (Daniel Babington)
Investment Week Sustainable Investment Awards 2023
Finalist - Best Sustainable Fund Selector (Daniel Babington)
Finalist - Innovation & Performance
PAM Awards 2023
Finalist - Innovation & Performance
Gold Service - DFM
Defaqto 2023
Gold Service - DFM
Five Star Proposition - DFM MPS on Platform
Defaqto 2023
Five Star Proposition - DFM MPS on Platform
Finalist - Best Discretionary Wealth Manager and Best Charity Investment Service
City of London Wealth Management Awards 2023
Finalist - Best Discretionary Wealth Manager and Best Charity Investment Service
Finalist - Best Discretionary Fund Manager
Professional Adviser Awards 2023
Finalist - Best Discretionary Fund Manager
Highly Commended - Rising Star Individual (Daniel Babington)
Portfolio Adviser Wealth Partnership Awards 2022
Highly Commended - Rising Star Individual (Daniel Babington)
Winner - James Penny
Citywire Top 100 2022
Winner - James Penny
Finalist - Performance
PAM Awards 2022
Finalist - Performance
Finalist - Best Sustainable Investment Wealth Manager/ DFM Group
Investment Week Sustainable Investment Awards 2022
Finalist - Best Sustainable Investment Wealth Manager/ DFM Group
Five Star Proposition - DFM MPS on Platform
Defaqto 2022
Five Star Proposition - DFM MPS on Platform
Finalist - Best Ethical DFM
Moneyfacts Awards 2022
Finalist - Best Ethical DFM
Finalist - Best Discretionary Wealth Manager
City of London Wealth Management Awards 2022
Finalist - Best Discretionary Wealth Manager
Winner - Rising Star Business
Portfolio Adviser Wealth Partnership Awards 2021
Winner - Rising Star Business
Finalist - Best Ethical DFM
Moneyfacts Awards 2020
Finalist - Best Ethical DFM
Finalist - Discretionary Investment Manager
FT Financial Adviser Service Awards 2020
Finalist - Discretionary Investment Manager
Five Star Proposition - DFM MPS on Platform
Defaqto 2020
Five Star Proposition - DFM MPS on Platform
Finalist - Best Discretionary Wealth Manager
City of London Wealth Management Awards 2020
Finalist - Best Discretionary Wealth Manager
Highly Commended - Best DFM & Best MPS
Professional Adviser Awards 2019
Highly Commended - Best DFM & Best MPS
Commended - Best Ethical DFM
Moneyfacts Awards 2019
Commended - Best Ethical DFM
Winner - Best Discretionary Wealth Manager
City of London Wealth Management Awards 2019
Winner - Best Discretionary Wealth Manager
Finalist - Best Ethical DFM
Moneyfacts Awards 2018
Finalist - Best Ethical DFM
Winner - Best New Entrant
Investment Week Sustainable Investment Awards 2017
Winner - Best New Entrant
Winner - Best Investment Management Services
Wealth & Finance International 2016
Winner - Best Investment Management Services
Finalist - Best in Innovation
Investment Week Sustainable Investment Awards 2015
Finalist - Best in Innovation
Finalist - Best in Innovation
Investment Week Sustainable Investment Awards 2014
Finalist - Best in Innovation
MORE AWARDS

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Winner - James Penny
Wealth Manager Top 100 2023
Winner - James Penny
Commended - Best Ethical DFM | Finalist - Innovation Award
Moneyfacts Awards 2023
Commended - Best Ethical DFM | Finalist - Innovation Award
Finalist - Best Sustainable Fund Selector (Daniel Babington)
Investment Week Sustainable Investment Awards 2023
Finalist - Best Sustainable Fund Selector (Daniel Babington)
Finalist - Innovation & Performance
PAM Awards 2023
Finalist - Innovation & Performance
Gold Service - DFM
Defaqto 2023
Gold Service - DFM
Five Star Proposition - DFM MPS on Platform
Defaqto 2023
Five Star Proposition - DFM MPS on Platform
Finalist - Best Discretionary Wealth Manager and Best Charity Investment Service
City of London Wealth Management Awards 2023
Finalist - Best Discretionary Wealth Manager and Best Charity Investment Service
Finalist - Best Discretionary Fund Manager
Professional Adviser Awards 2023
Finalist - Best Discretionary Fund Manager
Highly Commended - Rising Star Individual (Daniel Babington)
Portfolio Adviser Wealth Partnership Awards 2022
Highly Commended - Rising Star Individual (Daniel Babington)
Winner - James Penny
Citywire Top 100 2022
Winner - James Penny
Finalist - Performance
PAM Awards 2022
Finalist - Performance
Finalist - Best Sustainable Investment Wealth Manager/ DFM Group
Investment Week Sustainable Investment Awards 2022
Finalist - Best Sustainable Investment Wealth Manager/ DFM Group
Five Star Proposition - DFM MPS on Platform
Defaqto 2022
Five Star Proposition - DFM MPS on Platform
Finalist - Best Ethical DFM
Moneyfacts Awards 2022
Finalist - Best Ethical DFM
Finalist - Best Discretionary Wealth Manager
City of London Wealth Management Awards 2022
Finalist - Best Discretionary Wealth Manager
Winner - Rising Star Business
Portfolio Adviser Wealth Partnership Awards 2021
Winner - Rising Star Business
Finalist - Best Ethical DFM
Moneyfacts Awards 2020
Finalist - Best Ethical DFM
Finalist - Discretionary Investment Manager
FT Financial Adviser Service Awards 2020
Finalist - Discretionary Investment Manager
Five Star Proposition - DFM MPS on Platform
Defaqto 2020
Five Star Proposition - DFM MPS on Platform
Finalist - Best Discretionary Wealth Manager
City of London Wealth Management Awards 2020
Finalist - Best Discretionary Wealth Manager
Highly Commended - Best DFM & Best MPS
Professional Adviser Awards 2019
Highly Commended - Best DFM & Best MPS
Commended - Best Ethical DFM
Moneyfacts Awards 2019
Commended - Best Ethical DFM
Winner - Best Discretionary Wealth Manager
City of London Wealth Management Awards 2019
Winner - Best Discretionary Wealth Manager
Finalist - Best Ethical DFM
Moneyfacts Awards 2018
Finalist - Best Ethical DFM
Winner - Best New Entrant
Investment Week Sustainable Investment Awards 2017
Winner - Best New Entrant
Winner - Best Investment Management Services
Wealth & Finance International 2016
Winner - Best Investment Management Services
Finalist - Best in Innovation
Investment Week Sustainable Investment Awards 2015
Finalist - Best in Innovation
Finalist - Best in Innovation
Investment Week Sustainable Investment Awards 2014
Finalist - Best in Innovation
Copyright © 2008-2023 TAM Asset Management Ltd. All Rights Reserved. Past performance is not a guide for future returns. The value of investments and the income from them, can go down as well as up and may fall below the amount initially invested. TAM Asset Management Ltd is authorised and regulated by the Financial Conduct Authority No. 208243. Registered in England No. 04077709. Registered Office: 10th Floor, City Tower, 40 Basinghall Street, London, EC2V 5DE, United Kingdom.

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