Company News and Updates

Our Sustainability Hub is live!

Our Sustainability Hub is live!

14 February 2024

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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£340,000 donated to date!

£340,000 donated to date!

08 February 2024

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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Calling all IFAs! Voting for the Moneyfacts Awards 2024 is open and it's time to have your say

Calling all IFAs! Voting for the Moneyfacts Awards 2024 is open and it's time to have your say

06 February 2024

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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TAM Bites: Markets, Sustainable Investing, and Artificial Intelligence

TAM Bites: Markets, Sustainable Investing, and Artificial Intelligence

15 January 2024

The end of the calendar year witnessed a strong uptick in financial markets, with both bonds and equities, the main investment components, seeing gains not...

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TAM Bites: Markets, Bonds and COP28

TAM Bites: Markets, Bonds and COP28

13 December 2023

With many market participants believing that central banks around the world are now finished with raising their interest rates, markets are looking forward to 2024...

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Calling all IFAs!

Calling all IFAs!

28 November 2023

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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Introducing TAM Bites!

Introducing TAM Bites!

24 November 2023

TAM Bites is the latest addition to our adviser communications, which aims to provide you with regular bites of information relating to key market activity,...

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An important message from our CEO: TAM UK has entered an exciting new growth phase

An important message from our CEO: TAM UK has entered an exciting new growth phase

21 November 2023

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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Inaugural TAM Boom Battle Charity Championship raises over £1,000!

Inaugural TAM Boom Battle Charity Championship raises over £1,000!

15 November 2023

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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The Wealth Manager Top 100 2023

The Wealth Manager Top 100 2023

09 November 2023

Our very own James Penny has made the cut for the second consecutive year!

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TAM have been Commended for Best Ethical DFM!

TAM have been Commended for Best Ethical DFM!

20 September 2023

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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Consumer Duty: How we are delivering fair value as a Boutique DFM

Consumer Duty: How we are delivering fair value as a Boutique DFM

18 September 2023

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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TAM Liquidity Plus: A model portfolio to beat the banks

TAM Liquidity Plus: A model portfolio to beat the banks

12 September 2023

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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The Defaqto service survey is now live!

The Defaqto service survey is now live!

25 August 2023

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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TAM Liquidity Plus - as seen in Citywire and now yielding net 5% per annum

TAM Liquidity Plus - as seen in Citywire and now yielding net 5% per annum

09 August 2023

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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The TAM Team Complete #W2W!

The TAM Team Complete #W2W!

29 July 2023

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've further enhanced our offering

We've further enhanced our offering

13 July 2023

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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The TAM Team are Tackling #W2W!

The TAM Team are Tackling #W2W!

06 July 2023

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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TAM nominated for Best Ethical DFM and Innovation awards!

TAM nominated for Best Ethical DFM and Innovation awards!

25 May 2023

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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Defaqto has updated a selection of our model portfolio risk ratings, further supporting TAM’s strengths

Defaqto has updated a selection of our model portfolio risk ratings, further supporting TAM’s strengths

17 May 2023

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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TAM and the Consumer Duty: We've set up a new hub to support you

TAM and the Consumer Duty: We've set up a new hub to support you

04 May 2023

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's approach to the Consumer Duty

TAM's approach to the Consumer Duty

19 April 2023

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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We're reducing the charges and increasing the access to our award-winning model portfolios

We're reducing the charges and increasing the access to our award-winning model portfolios

30 March 2023

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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Have your say for a chance to win a £150 Amazon voucher

Have your say for a chance to win a £150 Amazon voucher

10 March 2023

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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Beat the deadline and boost those savings

Beat the deadline and boost those savings

07 March 2023

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 Defaqto DFM satisfaction study: It's a clean sweep for TAM and it's all thanks to you

The Defaqto DFM satisfaction study: It's a clean sweep for TAM and it's all thanks to you

27 February 2023

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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TAM is a finalist in the 2023 PAM Awards!

TAM is a finalist in the 2023 PAM Awards!

24 February 2023

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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PA Awards 2023: Provider category shortlists revealed!

PA Awards 2023: Provider category shortlists revealed!

06 February 2023

TAM have been nominated for Best Discretionary Fund Manager at the PA Awards 2023!

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We've been nominated and it's time to have your say!

We've been nominated and it's time to have your say!

26 January 2023

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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Calling all IFAs!

Calling all IFAs!

09 January 2023

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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You Give We Give 2022: Over £8,000 donated

You Give We Give 2022: Over £8,000 donated

January 2023

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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Have you heard about TAM Global?

Have you heard about TAM Global?

15 November 2022

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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Revealed: All the winners of the 2022 PA Wealth Partnership Awards

Revealed: All the winners of the 2022 PA Wealth Partnership Awards

29 November 2022

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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TAM Under the Hood: Fully customisable management reports

TAM Under the Hood: Fully customisable management reports

02 November 2022

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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What is TAM doing to save our not so frozen planet?

What is TAM doing to save our not so frozen planet?

21 October 2022

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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Our very own James Penny made the cut for this year's Citywire Top 100!

Our very own James Penny made the cut for this year's Citywire Top 100!

12 October 2022

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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Our very own Daniel Babington has been nominated for Rising Star!

Our very own Daniel Babington has been nominated for Rising Star!

10 October 2022

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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TAM Under the Hood: Simplified portfolio switches

TAM Under the Hood: Simplified portfolio switches

28 September 2022

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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TAM Under the Hood: Instant valuations

TAM Under the Hood: Instant valuations

08 September 2022

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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TAM Under the Hood: Hassle free withdrawals

TAM Under the Hood: Hassle free withdrawals

25 August 2022

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've been shortlisted for Best Sustainable Investment Wealth Manager / DFM!

We've been shortlisted for Best Sustainable Investment Wealth Manager / DFM!

21 July 2022

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've been shortlisted for Best Ethical DFM!

We've been shortlisted for Best Ethical DFM!

28 May 2022

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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#TAMPedalforPeace

#TAMPedalforPeace

26 May 2022

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 made the cut!

We made the cut!

12 May 2022

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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The TAM Sustainability Mission is live!

The TAM Sustainability Mission is live!

04 May 2022

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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Let's boost your clients' savings

Let's boost your clients' savings

08 March 2022

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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Vote now and win a £150 Amazon voucher!

Vote now and win a £150 Amazon voucher!

22 February 2022

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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TAM Under the Hood: Our Defaqto Five Star Service

TAM Under the Hood: Our Defaqto Five Star Service

10 February 2022

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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Vote now and win a wine and dine experience with a top chef!

Vote now and win a wine and dine experience with a top chef!

24 January 2022

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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TAM Talks: 2021 - Team Transitory vs Team Permanent

TAM Talks: 2021 - Team Transitory vs Team Permanent

11 January 2022

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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You Give We Give 2021: Over £35,000 donated

You Give We Give 2021: Over £35,000 donated

31 January 2022

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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Calling all DFM IFA clients!

Calling all DFM IFA clients!

15 December 2021

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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TAM Takes Home Rising Star Award

TAM Takes Home Rising Star Award

01 December 2021

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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TAM Under the Hood: Alpha vs OCF

TAM Under the Hood: Alpha vs OCF

21 October 2021

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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Introducing TAM Under the Hood!

Introducing TAM Under the Hood!

30 September 2021

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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Don't miss TAM at Good Money Week!

Don't miss TAM at Good Money Week!

15 September 2021

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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TAM Through the Lens is back!

TAM Through the Lens is back!

09 September 2021

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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TAM Talks: Ask Us Anything

TAM Talks: Ask Us Anything

05 August 2021

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've been shortlisted!

We've been shortlisted!

01 June 2021

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 and Defaqto present: ESG - Greenwashing and Riskwashing

TAM and Defaqto present: ESG - Greenwashing and Riskwashing

20 May 2021

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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Your complete video guide to the basic principles of ESG investing

Your complete video guide to the basic principles of ESG investing

04 May 2021

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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Calling all IFAs!

Calling all IFAs!

01 April 2021

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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TAM Talks: Sharia Investments Masterclass

TAM Talks: Sharia Investments Masterclass

23 February 2021

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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Beat the deadline

Beat the deadline

10 February 2021

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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Vote now and win a case of champagne

Vote now and win a case of champagne

22 January 2021

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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No VAT on annual management charge for UK clients

No VAT on annual management charge for UK clients

18 January 2021

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: 2020 Hindsight and Tomorrow's Outlook

TAM Talks: 2020 Hindsight and Tomorrow's Outlook

05 January 2021

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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You Give We Give 2020: Over £35,000 donated

You Give We Give 2020: Over £35,000 donated

January 2021

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've been Highly Commended!

We've been Highly Commended!

30 November 2020

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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ESG funds in TAM portfolios win big at Sustainable & ESG Investment Awards

ESG funds in TAM portfolios win big at Sustainable & ESG Investment Awards

30 October 2020

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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More ways to access our model portfolios

More ways to access our model portfolios

17 August 2020

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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TAM 10 vs COVID 0

TAM 10 vs COVID 0

11 August 2020

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've been nominated for Rising Star!

We've been nominated for Rising Star!

24 July 2020

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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TAM ESG: New name, same award-winning investment portfolios

TAM ESG: New name, same award-winning investment portfolios

01 July 2020

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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TAM nominated for FT Adviser award

TAM nominated for FT Adviser award

12 June 2020

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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TAM Talks: What about Brexit?

TAM Talks: What about Brexit?

09 June 2020

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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Download a free copy of our brand new guide

Download a free copy of our brand new guide

04 June 2020

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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TAM nominated for Best Ethical DFM

TAM nominated for Best Ethical DFM

05 June 2020

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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TAM Talks: Diversifying with Alternatives?

TAM Talks: Diversifying with Alternatives?

12 May 2020

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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TAM Talks: The end of ESG as we know it?

TAM Talks: The end of ESG as we know it?

20 April 2020

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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TAM Talks is live: Join our first webinar!

TAM Talks is live: Join our first webinar!

06 April 2020

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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Our balanced really does mean balanced

Our balanced really does mean balanced

20 March 2020

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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A message from our CEO: Unusual times but it's business as usual

A message from our CEO: Unusual times but it's business as usual

18 March 2020

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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Socially responsible outshines traditional

Socially responsible outshines traditional

13 March 2020

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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Free Junior ISA

Free Junior ISA

03 February 2020

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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Maximum performance with minimum risk

Maximum performance with minimum risk

06 January 2020

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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You Give We Give 2019: Nearly £55,000 donated

You Give We Give 2019: Nearly £55,000 donated

January 2020

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've been nominated and the vote is now open!

We've been nominated and the vote is now open!

December 2019

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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The power of long-term investing

The power of long-term investing

October 2019

"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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We're live on Novia and 7IM!

We're live on Novia and 7IM!

August 2019

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've been nominated!

We've been nominated!

June 2019

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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TAM awarded Best in Discretionary Wealth Management!

TAM awarded Best in Discretionary Wealth Management!

March 2019

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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TAM’s ongoing drive to reduce client costs

TAM’s ongoing drive to reduce client costs

March 2019

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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TAM has been nominated and the vote is now open!

TAM has been nominated and the vote is now open!

February 2019

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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TAM reduces annual management charges

TAM reduces annual management charges

January 2019

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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You Give We Give 2018: Over £7,000 donated

You Give We Give 2018: Over £7,000 donated

January 2019

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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Wealth management offers new charity fundraising techniques

Wealth management offers new charity fundraising techniques

November 2018

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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Giving you more ways to access our award-winning investment portfolios

Giving you more ways to access our award-winning investment portfolios

November 2018

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 ninth fundraising channel

The ninth fundraising channel

November 2018

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 launches 'Through the Lens'

TAM launches 'Through the Lens'

November 2018

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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TAM's Triple Nomination for Professional Adviser Awards!

TAM's Triple Nomination for Professional Adviser Awards!

December 2018

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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TAM Group signs $200 million deal with international advisor VFS

TAM Group signs $200 million deal with international advisor VFS

11th September 2018

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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TAM nominated for Best Charity Partnership of the Year!

TAM nominated for Best Charity Partnership of the Year!

13th July 2018

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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The rise of the hybrid robo!

The rise of the hybrid robo!

3rd July 2018

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 and others partner with Greenfinch

Alzheimer’s Research UK and others partner with Greenfinch

28th June 2018

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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TAM nominated for Best Ethical Discretionary Fund Manager!

TAM nominated for Best Ethical Discretionary Fund Manager!

25th June 2018

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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Greenfinch has flown the nest!

Greenfinch has flown the nest!

16th April 2018

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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How to compete with the robos

How to compete with the robos

12th April 2018

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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Three advantages IFAs have over robo-advisors

Three advantages IFAs have over robo-advisors

12th April 2018

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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IFAs fight back!

IFAs fight back!

14th March 2018

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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Don't let your clients lose their ISA allowance

Don't let your clients lose their ISA allowance

5th March 2018

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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FinchTech off to a flying start!

FinchTech off to a flying start!

18th January 2018

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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You Give We Give 2017: Over £27,000 donated

You Give We Give 2017: Over £27,000 donated

January 2018

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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TAM's Double Award Win!

TAM's Double Award Win!

6th November 2017

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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FinchTech awarded Best New Entrant!

FinchTech awarded Best New Entrant!

17th November 2017

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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TAM’s white label 'robo' proposition is a finalist!

TAM’s white label 'robo' proposition is a finalist!

6th September 2017

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 Passive is here!

TAM Passive is here!

26th July 2017

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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TAM's chosen funds take over fund manager awards

TAM's chosen funds take over fund manager awards

14th July 2017

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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We're delighted you still prefer us!

We're delighted you still prefer us!

25th May 2017

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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Beat the deadline!

Beat the deadline!

29th March 2017

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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TAM cuts fees for all clients

TAM cuts fees for all clients

2nd March 2017

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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You Give We Give 2016: Over £5,000 donated

You Give We Give 2016: Over £5,000 donated

January 2017

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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The Pensions Regulator is coming: Don't get burnt by hefty fines!

The Pensions Regulator is coming: Don't get burnt by hefty fines!

4th November 2016

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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Come and say hello at the Muslim Lifestyle Expo!

Come and say hello at the Muslim Lifestyle Expo!

28th October 2016

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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TAM's on Transact!

TAM's on Transact!

27th October 2016

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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UK Asset Manager of the Year!

UK Asset Manager of the Year!

28th September 2016

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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Best Investment Management Service provider!

Best Investment Management Service provider!

August 2016

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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Sneak a Peek at TAM's New Look

Sneak a Peek at TAM's New Look

11th April 2016

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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Don’t let your clients lose their ISA allowance

Don’t let your clients lose their ISA allowance

18th March 2016

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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You Give We Give 2015: Over £7,000 donated

You Give We Give 2015: Over £7,000 donated

January 2016

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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And the winner is...TAM International!

And the winner is...TAM International!

9th December 2015

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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TAM Take Home Innovation Award

TAM Take Home Innovation Award

19th November 2015

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 Finalists in Award for Innovation

TAM Finalists in Award for Innovation

21st October 2015

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 Caters for Sharia Clients

TAM Caters for Sharia Clients

16th July 2015

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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TAM chosen as manager for new non-advised service

TAM chosen as manager for new non-advised service

24th June 2015

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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Day three and the final push: Beauvais to Paris

Day three and the final push: Beauvais to Paris

9th May 2015

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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Day Two: Dieppe to Beauvais

Day Two: Dieppe to Beauvais

8th May 2015

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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Day One: London to Dieppe

Day One: London to Dieppe

7th May 2015

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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London to Paris: 1 week to go!

London to Paris: 1 week to go!

30th April 2015

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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London to Paris: 2 weeks to go!

London to Paris: 2 weeks to go!

23rd April 2015

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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London to Paris: 4 weeks to go!

London to Paris: 4 weeks to go!

9th April 2015

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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TAM Ethical and Virtuo Wealth welcome Impact Arts!

TAM Ethical and Virtuo Wealth welcome Impact Arts!

10th March 2015

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 to present at the 2015 ACIE annual conference

TAM Ethical to present at the 2015 ACIE annual conference

16th February 2015

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 Give More

TAM Give More

2nd February 2015

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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TAM Jump Starts January with Terrific Triple ISA Treat!

TAM Jump Starts January with Terrific Triple ISA Treat!

20th January 2015

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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You Give We Give 2014: Nearly £4,000 donated

You Give We Give 2014: Nearly £4,000 donated

January 2015

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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TAM nominated for innovation award!

TAM nominated for innovation award!

30th October 2014

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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TAM present alongside Standard Life at Good Money Week

TAM present alongside Standard Life at Good Money Week

27th October 2014

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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TAM’s chosen funds win first, second and third place!

TAM’s chosen funds win first, second and third place!

26th September 2014

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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