We put our clients first, working closely with your financial adviser to provide the best possible investment solution for you.
What we can offer you
Peace of mind. The reassurance of an experienced and dedicated investment team managing your portfolio.
Active and timely portfolio management. We are responsive to changing economic fundamentals and market conditions to ensure your portfolio asset allocation remains aligned to your risk profile.
Security. Our primary custodian, Pershing, is part of BNY Mellon, one of the largest banks in the world.
Low costs. We have access to many low-cost investments only available to institutional investors.
Flexibility. You have the option of many traditional and thematic investments risk profiles available in GBP, EUR and USD. There is no charge for changing risk profile.
Long term performance track-record. We have a clear history of capital preservation and out-performance.
Enhanced portfolio reporting and tax documentation. You have complete transparency and real-time overview of your investment portfolio.
Access to your money when you want it. All our model portfolios offer daily liquidity with no lock-in periods or redemption penalties.
Your tools Our state-of-the-art TAM Platform provides you with 24/7 online access to your investment portfolio where you can view your:
- Portfolio value
- Asset allocation
- Portfolio holdings
- Performance history
And you can download:
- Instant valuations
- Capital Gains Tax (CGT) statements
- Customised reports
- Full transaction history
To help you get the most of out your online account, we have put together a handy userguide that you can view here.
Our state-of-the-art TAM Platform provides you with 24/7 online access to your investment portfolio where you can view your:
- Portfolio value
- Asset allocation
- Portfolio holdings
- Performance history
And you can download:
- Instant valuations
- Capital Gains Tax (CGT) statements
- Customised reports
- Full transaction history
To help you get the most of out your online account, we have put together a handy userguide that you can view here.
Opportunities to give back
An effortless way to donate to your favourite cause.
Choose to give up to 20% of your annual portfolio gain to a charity entirely of your choice, and TAM will give too.
We are a proud certified Carbon Neutral Plus organisation.
Join our sustainability mission and choose to offset your carbon footprint every year that you are invested with us.