Company News

TAM's magnificent eight: 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 outstanding achievement at the annual Fund Manager of the Year Awards hosted by Investment Week.

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To serve and protect: Protecting clients' wealth through turbulent times

10th July 2017

'To Serve and Protect' is a phrase of singular simplicity coined by the LAPD in the 50’s to embody its mission statement. Since then, it has cemented itself as the cornerstone of US, and arguably global law enforcement. 

So what’s a US law enforcement adage doing in an investment update to our clients? 

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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 annual DFM review of surveyed financial advisers. A huge thank you goes out to all that commended us, and if you haven't yet tried TAM for our Focus MPS, maybe now is the time...

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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 which remains unused. With that day fast approaching, have your clients made the most of their 2016/17 allowance? There is still time to take advantage and TAM, as a regulated ISA manager, offer a variety of ways in which new and existing clients can benefit from this tax efficient option.

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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 remove any minimum charges. This means that no matter how small a trade is in order to re-balance, adjust an asset allocation or make a withdrawal from a portfolio, the client will only be charged 1% of the trade value. This eradicates flat fees for our Focus, Ethical and Sharia services, and the £10 minimum charge on our Premier service has also been removed.

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