News

More ways to access our model portfolios

More ways to access our model portfolios

14 August 2020

It's a happy Friday for TAM as our ESG and Premier portfolio risk ratings have officially gone live on Defaqto Engage. TAM Portfolio Defaqto Risk...

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TAM 10 - COVID 0!

TAM 10 - 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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TAM nominated for Rising Star!

TAM nominated for Rising Star!

Portfolio Adviser 24th July 2020

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

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

1 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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We've been nominated for an FT Adviser award!

We've been nominated for an 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?

9 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

4 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!

5 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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A message from our CEO: Skating on thin ice

A message from our CEO: Skating on thin ice

28 April 2020

The present financial market conditions represent nothing that we have ever witnessed before and hope we will never witness again. A battle is taking place...

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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!

6 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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A message from our CEO: Ever pulled a balloon underwater?

A message from our CEO: Ever pulled a balloon underwater?

25 March 2020

With such high volatility the big question is, do we do nothing, or when do we sell and when do we buy? Timing in volatile...

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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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A message from our CEO: Perspective in a crisis

A message from our CEO: Perspective in a crisis

16 March 2020

Global stock markets have been reeling from the impact of the coronavirus outbreak, with equity markets taking a pounding not seen since the 2008 financial...

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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

3 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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You Give We Give donates over £110k to date

You Give We Give donates over £110k to date

31 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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Maximum performance with minimum risk

Maximum performance with minimum risk

6 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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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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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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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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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 raises over £20,000!

You Give We Give raises over £20,000!

17th February 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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Markets were down but TAM still donate

Markets were down but TAM still donate

2nd April 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 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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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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