In this interview with Asset TV, Dan Babington explains his personal challenges which led him to pursue a career in sustainability focused investing. He breaks...
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So the countdown begins… In just over 12 weeks, 100 riders from the wealth and asset management community will be taking on a gruelling 3...
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Voting for the Investment Life & Pensions Awards is now open for 2025, and Moneyfacts needs your input! The awards are a significant event in...
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There are just two weeks until the end of the tax year and the opportunity to make the most of your clients' £20k tax free...
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The City of London Wealth Management Awards (COLWMA) are back to recognise, applaud, and reward outstanding service in the wealth management industry. This prestigious event...
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We are delighted to share that our investment team successfully navigated 2024's financial markets and achieved positive returns for our clients' investment portfolios. This means...
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The Adviser Choice Awards are back for 2025 and Citywire needs your help to recognise the discretionary fund managers who have really excelled over the...
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TAM has been nominated for Best DFM and Best ESG Solution at the 2025 Professional Adviser Awards, which are now celebrating their 20th year.
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The Adviser Choice Awards are back for 2025 and Citywire needs your help to recognise the discretionary fund managers who have really excelled over the...
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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...
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For 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...
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They 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...
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What's the subject? Introducing TAM Income: A model portfolio solution for income-oriented investors When is it? Wednesday 24th July at 10.00am BST How long will...
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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...
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What 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...
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Now in their 34th year, the Financial Adviser Service Awards have established themselves as the benchmark for provider service levels in the industry, and continue...
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We 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...
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On Thursday 18th July, our TAM cycle team including James P, James B, Olivia G, Olivia P, Dan and Francis, will be joined by 65...
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They did it! Izabela, Stephanie, Daniel, James B, Olivia G and Olivia P have battled the elements and successfully tackled the National Three Peaks Challenge...
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Just one week to go until we take on the National Three Peaks Challenge! Next Friday the 7th of June, our #TAMThreePeaks team including Stephanie,...
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We are very pleased to announce that we have been nominated for Best Ethical DFM at the 2024 Moneyfacts Investment Life & Pension Awards! #ILPAwards
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In 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...
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We 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...
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Now in their 34th year, the Financial Adviser Service Awards have established themselves as the benchmark for provider service levels in the industry, and continue...
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On the 7th of June, our 7 person TAM Three Peaks team including Izabela, Stephanie, Olivia G, Dan, James B, Kirsty and Olivia P, will...
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There are just two weeks until the end of the tax year and the opportunity to make the most of your clients' £20k tax free...
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The City of London Wealth Management Awards (COLWMA) are back to recognise, applaud, and reward outstanding service in the wealth management industry. This prestigious event...
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We 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...
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We are delighted to announce the launch of our Sustainability Hub – your one-stop shop for all things sustainability at TAM. This carefully curated hub...
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We 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...
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Voting for the Investment Life & Pensions Awards is now open for 2024, and Moneyfacts needs your input! The awards are a significant event in...
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Voting for the Adviser Choice Awards 2024 is now open, and Citywire needs your help to recognise the discretionary fund managers who have really excelled...
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I 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...
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Last night we hosted our inaugural TAM Boom Battle Charity Championship in aid of The ClementJames Centre! Industry friends and colleagues came together at Boom...
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Our very own James Penny has made the cut for the second consecutive year!
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We are delighted to have been commended for Best Ethical DFM at this year's Moneyfacts Investment Life & Pensions Awards! #ILPAwards
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The Consumer Duty rules set the benchmark for excellence in delivering good outcomes for retail customers. The DFM market sits in the middle of the...
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Tune 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...
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Have your say and be entered into the Defaqto free prize draw to win one of two £250 Amazon vouchers The Defaqto service survey is...
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After much demand, we have relaunched the TAM Liquidity Plus portfolio - our cash alternative product returning net 5% per annum*, designed to combat rising...
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They 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...
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We are very happy to let you know of two developments we have been working away on here at TAM, to further enhance our offering...
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You 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...
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We are delighted to be nominated in both the Best Ethical DFM and Innovation Award categories at the Moneyfacts Investment Life & Pensions Awards! #ILPAwards
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For those of you that use Defaqto as a risk rating tool, we are writing to provide you with an update on these ratings for...
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We have reached the third Consumer Duty milestone and have completed our reviews to meet the new outcomes. We have taken this opportunity to make...
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TAM is preparing for the Consumer Duty as a Manufacturer ahead of the end of April deadline The Consumer Duty, which comes into force at...
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In our continued effort to provide value for money to clients, and to ensure our portfolios remain as accessible as possible, we are very pleased...
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The Moneyfacts Investment Life & Pensions Awards are the unrivalled highlight of the year for the investment, life and pensions market, and voting is now...
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There are now just four weeks left until the end of the tax year and the opportunity to make the most of your clients' £20k...
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The 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...
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The PAM Awards Judging Panel has named 22 firms as finalists, and for commendations, in the 2023 PAM Awards. These firms are contesting 10 award...
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TAM have been nominated for Best Discretionary Fund Manager at the PA Awards 2023!
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We 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...
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Voting 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...
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We are delighted to tell you that our You Give We Give charitable giving initiative has raised nearly £200,000 to date!
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TAM 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...
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Delighted for our very own Dan Babington who was highly commended as a Rising Star (Individual – Wealth Management) at the Portfolio Adviser Wealth Partnership...
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Need a customised management report for your next client review? Generate one from the TAM Platform with just a few clicks! We recently got in...
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Sunday 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...
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TAM'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...
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TAM's senior analyst, Daniel Babington, has been nominated for Rising Star Individual (Wealth Manager) at the 2022 Portfolio Adviser Wealth Partnership Awards! #PAWPAS2022
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As part of our continued effort to streamline our processes and save you precious time, we have created a one page portfolio switch form for...
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We often receive requests from our advisers for valuations for your clients’ investment portfolios. Whilst we are more than happy to provide these to you,...
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Whether 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...
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We are delighted to have made the shortlist for Best Sustainable Investment Wealth Manager / DFM at the Investment Week Sustainable Investment Awards 2022! #SIA2022
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We are delighted to have made the shortlist for Best Ethical Discretionary Fund Manager at the Moneyfacts Investment Life and Pensions Awards 2022! #ILPAwards2022
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We are excited to announce our #TAMPedalforPeace cycling challenge! On the 28th of July, we are bringing together firms from across the UK wealth and...
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We are absolutely delighted to be named as one of the 30 finalists that have made the cut for this year's PAM Awards! #PAMAwards2022
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We are absolutely delighted to announce that as part of our TAM Sustainability Mission and commitment to combatting global warming, we have launched an exciting...
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There 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...
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The Moneyfacts Investment Life & Pensions Awards are the unrivalled highlight of the year for the investment, life and pensions market, and voting is now...
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We are delighted to let you know that for the third consecutive year, our MPS offering has received a five star service rating from Defaqto....
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We are delighted to let you know that for the fourth consecutive year, TAM has been nominated for Best in Discretionary Wealth Management at the...
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A very Happy New Year to one and all. Our next TAM Talks webinar has been scheduled and the details are below in case you...
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Despite 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...
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Voting 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...
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We are absolutely delighted to let you know that TAM have been named winners of the Rising Star Award in the Business - Wealth Management...
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As a DFM, it is our core objective to outperform our benchmark with minimal risk. But if we are achieving returns superior to the market...
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TAM Under The Hood is our brand new miniseries of notes that will give you a little look at the nuts and bolts behind our...
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We are delighted to let you know that we have partnered with the UK Sustainable Investment and Finance Association (UKSIF) for their annual Good Money...
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After 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...
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With a new school year and Q4 just around the corner, we are taking this opportunity to answer any and all questions you may have....
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We are delighted to be nominated for Best Ethical DFM at this year's Moneyfacts Investment Life & Pensions Awards! #ILPAwards2021
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TAM 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...
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As 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...
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Citywire'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...
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Join us on Tuesday 9th March at 10am GMT for the opportunity to hear from our CIO James Penny talking through the nuances of the...
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Monday 5th April is creeping up on us so we just wanted to remind you that as a regulated ISA manager, TAM clients can open...
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We are delighted to let you know that for the third consecutive year, TAM has been nominated for Best in Discretionary Wealth Management at the...
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TAM Asset Management Ltd (TAM) is pleased to announce that effective from 1st January 2021, VAT is no longer charged on TAM portfolios for UK...
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TAM Talks is back again with the first instalment of 2021. Join us on Tuesday 12th January at 10am GMT for the opportunity to hear...
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Despite 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...
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We are thrilled to have won Highly Commended for Rising Star at this year's Portfolio Adviser Wealth Partnership Awards! #PAWPAS20
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The Investment Week Sustainable & ESG Investment Awards ceremony took to the virtual stage this year in honour of the fund providers, research and ratings...
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The Defaqto Risk Ratings for our ESG and Premier model portfolios are live! TAM Portfolio Defaqto Risk Rating ESG Defensive 3 ESG Cautious 4 ESG...
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We understand that by now you must be tired of reading anything related to the 'C' word but this note is positively different so bear...
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We are delighted to have received a nomination for Rising Star at this year's Portfolio Adviser Wealth Partnership Awards! #PAWPAS20
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We 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,...
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We are delighted to let you know that TAM has been nominated in the new Discretionary Investment Manager (DIM) category at the 2020 Financial Adviser...
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On the 31st January 2020, following repeated delays amid a period of deadlock and turmoil in the British parliament, the UK finally left the EU....
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A 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...
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We are delighted to let you know that for the third consecutive year, TAM has been nominated for Best Ethical DFM at the Moneyfacts Investment...
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Following 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...
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Many thanks to those that tuned in to the launch of our TAM Talks webinar series last Tuesday. We were delighted with the take up...
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In light of the nationwide lockdown and the repercussions that has on face to face meetings, we have been thinking of new and interactive ways...
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The 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...
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All 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...
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It’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...
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TAM 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...
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2019 was a big year for TAM. From growing our Investment Management and Distribution teams, to launching a new European office – some may have...
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As 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...
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We are delighted to tell you that for the second consecutive year, TAM has received two nominations at the City of London Wealth Management Awards...
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"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...
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You may already be aware that our Premier, Focus and Ethical investment portfolios are available across the Aviva and Transact platforms, but they are now...
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We are delighted to announce that for the second consecutive year, TAM has been nominated for Best Ethical Discretionary Fund Manager at the Investment Life...
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We 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...
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The UK financial services industry under MiFID and FCA guidance has been instructed to develop the highest levels of transparency on its fee structuring and...
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We 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,...
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Due to enhancements in investment management operating processes and ongoing growth, we are pleased to announce two significant changes to annual management charges (AMC) for...
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We are delighted to tell you that our You Give We Give charitable giving initiative has raised over £59,000 to date!
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Most 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...
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You may or not be aware that our Premier, Focus and Ethical investment portfolios are available across the Aviva and Transact Platforms. Our portfolios can...
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The 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...
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TAM 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...
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We are honoured to have received three nominations at the prestigious Professional Adviser Awards 2019: Best Discretionary Fund Manager Best Model Portfolio Service Best Client...
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We are delighted to inform you of an exciting development for the TAM Group in forming a strategic partnership with VFS International, winner of the...
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We are delighted to let you know that TAM has been nominated for Best Charity Partnership of the Year with our 'You Give, We Give'...
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As 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...
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Alzheimer’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...
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We are thrilled to let you know that TAM has been nominated for 'Best Ethical Discretionary Fund Manager' - a new category at the 2018...
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As the investment manager, we will match the donation with an equal percentage from our annual fee, and manage the portfolios and products. Charlotte Hoare,...
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Since 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...
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The 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....
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If 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...
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An 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...
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We 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...
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We are delighted to tell you that our You Give We Give charitable giving initiative has raised over £52,000 to date!
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Delighted to have been named 'Best in Ethical & Sustainable Investment Opportunities - UK' and 'Full-Service Portfolio Manager of the Year' at the Wealth and...
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We 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...
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FinchTech, 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...
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TAM are delighted to announce that in addition to our already diverse offering we have launched TAM Passive - a suite of low-cost passive investment...
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Last week on Thursday 6th July, the good and the great of the fund management industry came together in the Royal Albert Hall to celebrate...
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For 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...
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An 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...
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We are pleased to inform you that in our continued efforts to create the best value for investors, we are amending our fee structure to...
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We are delighted to tell you that our You Give We Give charitable giving initiative has raised over £25,000 to date!
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With business owners now being penalised for not having a workplace pension scheme in place, The Pensions Regulator has been back on the road reminding...
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We are pleased to partner with Islamic Wealth Management to be part of the annual Muslim Lifestyle Expo this year, presenting our TAM Sharia investment...
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We are delighted to announce that our risk profiled Premier model investment portfolios are now available on the Transact Platform and can be used for...
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We 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....
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TAM Asset Management International was named Best Investment Management Service provider in the Wealth & Finance 2016 – Fund Manager Elite awards. TAM would like...
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TAM are delighted to announce that after many months of our clever developers busying away behind the scenes, we have at last launched our brand...
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Hurry! 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...
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We 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...
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TAM International win Best Private Wealth Management Company In November, we were delighted to tell you that TAM Asset Management were named winners of the...
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We are thrilled to announce that TAM Asset Management has won the Wealth and Finance International 'Award for Innovation in Portfolio Management - UK' in...
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TAM have been shortlisted for the Award for Innovation second year in a row! We are delighted to announce that TAM Asset Management and You...
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TAM Asset Management offer clients an attractive selection of investment portfolios with funds that are compliant with the principles of Islam. FEATURES - Multi-manager model...
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The event in photos!
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InvestingGreen, a trading style of InvestingWell Ltd, have chosen TAM Asset Management to bring socially responsible investors an online direct investment solution. Tomorrow, on Thursday...
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They’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...
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We are so proud of the TAM team and associated members cycling from London to Paris. They have made it across the shores and are...
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Four 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...
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In 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...
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In 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...
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Team 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...
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Impact Arts joins 5 other Scottish charities as chosen charity partners of the unique Scottish Charities IS Founded in 1994, Impact Arts is a community...
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TAM 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...
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TAM Ethical are increasing their contribution towards You Give We Give! Not only does this apply to all new clients, but also to all clients...
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To welcome 2015, TAM are offering investors three brand spanking new ISA offers within three of their existing products For every new ISA opened within...
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Despite 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...
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Not 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...
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For the second time this year, TAM Asset Management were selected as guest speakers to present their ethical proposition at the Standard Life Investments (SLI)...
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Three ethical funds in which TAM Asset Management has invested, received first, second and third place in the Best Ethical Investment Provider category at the...
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