Business Development

If you would like more information about the services we provide, or to learn about how we can help you and your clients, just get in touch with our Business Development Department who will be very happy to chat to you.

Our Business Development Department is a key resource to ensure our clients' experience with us is as effortless and productive as possible. TAM’s ethos is to ensure our advisers and their clients receive timely and transparent information. Whether it is answering a specific query or explaining how we can work together, a member of our experienced team is always available.

David Terry

Business Development Manager

United Kingdom

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Resources for advisers

Library

A full suite of brochures and factsheets for advisers and their clients

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Insight

Market research, insight and commentary from our investment team

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Videos

Corporate and market updates and outlook from our investment team

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Investment Week Sustainable Investment Awards 2023
Finalist - Best Sustainable Fund Selector (Daniel Babington)

Moneyfacts Awards 2023
Finalist - Best Ethical DFM & Innovation Award

PAM Awards 2023
Finalist - Innovation & Performance

Defaqto 2023
Gold Service - DFM

Defaqto 2023
Five Star Proposition - DFM MPS on Platform

City of London Wealth Management Awards 2023
Finalist - Best Discretionary Wealth Manager and Best Charity Investment Service

Professional Adviser Awards 2023
Finalist - Best Discretionary Fund Manager

Portfolio Adviser Wealth Partnership Awards 2022
Highly Commended - Rising Star Individual (Daniel Babington)

Citywire Top 100 2022
Finalist (James Penny)

PAM Awards 2022
Finalist - Performance

Investment Week Sustainable Investment Awards 2022
Finalist - Best Sustainable Investment Wealth Manager/ DFM Group

Defaqto 2022
Five Star Proposition - DFM MPS on Platform

Moneyfacts Awards 2022
Finalist - Best Ethical DFM

City of London Wealth Management Awards 2022
Finalist - Best Discretionary Wealth Manager

Portfolio Adviser Wealth Partnership Awards 2021
Winner - Rising Star Business

Moneyfacts Awards 2020
Finalist - Best Ethical DFM

FT Financial Adviser Service Awards 2020
Finalist - Discretionary Investment Manager

Defaqto 2020
Five Star Proposition - DFM MPS on Platform

City of London Wealth Management Awards 2020
Finalist - Best Discretionary Wealth Manager

Professional Adviser Awards 2019
Highly Commended - Best DFM & Best MPS

Moneyfacts Awards 2019
Commended - Best Ethical DFM

City of London Wealth Management Awards 2019
Winner - Best Discretionary Wealth Manager

Moneyfacts Awards 2018
Finalist - Best Ethical DFM

Investment Week Sustainable Investment Awards 2017
Winner - Best New Entrant

Wealth & Finance International 2016
Winner - Best Investment Management Services

Investment Week Sustainable Investment Awards 2015
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.