Finding the right offshore asset management service provider can be a major challenge for financial advisers. Private clients, insurance companies, pension schemes, trust companies and charities who are based offshore all have their own specific requirements and varied risk profiles and the services they want need to be tailored to suit the demands of each of potentially many different legal and regulatory jurisdictions.
So they need all this and - as well as their individual needs and the vagaries of local regulation and compliance - they also need good performance.
International investment management firm
As an international investment management company with bases both in the UK and in a reputable offshore jurisdiction, TAM provides onshore and offshore portfolio management services to individual clients and institutions via financial advisers and intermediaries. From our head office in London and international office in Mauritius, we manage investments for clients around the world.
Using the next generation of interactive portfolio management systems, our offshore asset management solutions are uniquely designed for all our clients’ needs. Clients and advisers enjoy unparalleled flexibility with 24/7 access to their investments and instant report generation.
Security and diversity
At TAM, we are committed to helping financial advisers win new business and improve performance. To that end, our services are secure, our portfolios are diverse, and our strategies deliver results.
To keep our clients’ investments as secure as possible, all assets are held on TAM’s behalf by Pershing Securities Limited which is part of The Bank of New York Mellon Corporation (BNY Mellon). This partnership ensures that our clients’ assets have the best protection presently available in the industry. We also are approved as discretionary investment manager by most offshore bond providers if that is how you and your clients prefer to operate.
Our diverse range of portfolios, from suites of dynamic and model investment portfolios to ethical and Sharia investment portfolios, cater to a wide variety of client needs and profiles. Our investment process is proven to work. We review and set objectives, formulate strategy, allocate assets, select funds and securities, monitor performance and review strategy on an ongoing basis to ensure optimal performance. You can see our performance on our website here.
Your international investment management experts
TAM has many years of experience operating offshore and dealing with the problems that offshore jurisdictions can present. We also have a team of seasoned professionals on board to provide all our clients with dedicated managed portfolio services.