Whether you're looking for investment management in London or internationally, the key is to ensure that, from the outset, every client has a realistic idea as to what they can expect from TAM. Therefore, before your client signs up to our service, you must ensure that you have established an accurate investment objective with them. This will form the cornerstone of how TAM manage their assets. We understand that as time goes on your clients’ personal circumstances or investment horizons may change, so we suggest that all clients’ investment objectives are continually reviewed. This will ensure that any changes are noted immediately, so that their portfolio can be re-evaluated to ensure it remains aligned to their current circumstances.

Our investment team monitors a universe of over 7000 funds, conducting structured and comprehensive research, in-depth qualitative analysis and due-diligence in order to choose the right funds for each portfolio. The team invests with the best fund managers from the largest fund houses around the world, aiming to invest in the lowest cost institutional focused funds. Our team of analysts visit the fund houses we invest with, conducting hundreds of fund manager interviews a year, all with the aim of ensuring the accurate selection of investments for your client’s portfolio.

Each of our model portfolios is risk profiled so you can intuitively know which is appropriate to meet your client's investment objectives, which can be changed during the life cycle of their investment depending on their circumstances. Each of our services is available in Defensive to Adventurous, and our Active service benefits from additional Liquidity Plus and Speculative portfolio options.

The chart is for illustrative purposes only. Weightings may deviate from these levels at the Investment Team's discretion whilst staying within specific guidelines.