The Fed and Tokyo - Correction or Contagion?

After a strong rally since the start of the year, the first week of August saw a deeply negative period for developed markets. The belief...

A watershed moment: Bank of England cuts rates for first time in four years

For the first time since the onset of the pandemic in March 2020, the Bank of England (BoE) has cut interest rates. The BoE’s Monetary...

TAM Bites: UK Equities, the Federal Reserve, and meeting Cathie Wood

Are UK Equities back in vogue? Over the last three months, both the FTSE 100 and FTSE 250 UK indices have returned over three times...

TAM Bites: Bull Runs, Emerging Markets, and The PRI

Bull Runs The market has been strong in 2024, following on from the fantastic Christmas rally where many clients saw more gains in November and...

TAM Bites: Equity Risk Premium, Sustainability, and the Magnificent 7

The “Equity Risk Premium” is a term many read about but often skim over. It’s essentially the additional return an investor expects to receive from...

TAM Bites: Markets, Sustainable Investing, and Artificial Intelligence

With many market participants believing that central banks around the world are now finished with raising their interest rates, markets are looking forward to 2024...

TAM Bites: Markets, Bonds and COP28

TAM Bites is the latest addition to our adviser communications, which aims to provide you with regular bites of information relating to key market activity,...

Introducing TAM Bites!

The Wealth Manager Top 100 2023

See you at the 2023 FEIFA Masterclass!

TAM Europe are proud to sponsor the 2023 FEIFA Masterclass. TAM Europe's CEO Lester Petch, and European Manager Tom Worthington, are very much looking forward...

TAM have been Commended for Best Ethical DFM!

TAM Liquidity Plus: A model portfolio to beat the banks

TAM Liquidity Plus - as seen in Citywire and now yielding net 5% per annum

The TAM Team Complete #W2W!

We've further enhanced our offering

The TAM Team are Tackling #W2W!

TAM nominated for Best Ethical DFM and Innovation awards!

Defaqto has updated a selection of our model portfolio risk ratings, further supporting TAM’s strengths

We're reducing our third party platform pricing by over 15%

Access our TAM Premier active model portfolios via Novia Global for just 25bp In our continued effort to provide value for money to clients, we...

The Defaqto DFM satisfaction study: It's a clean sweep for TAM and it's all thanks to you

The results from the eighth Defaqto discretionary fund manager (DFM) satisfaction study are in and it's a clean sweep for TAM! For those of you...

Have you heard about TAM Global?

TAM Global is our multi-asset fund solution for investors worldwide. Our 15 year global balanced strategy has been unitised into a single fund which now...

TAM Under the Hood: Instant valuations

We often receive requests from our advisers for valuations for your clients’ investment portfolios. Whilst we are more than happy to provide these to you,...

TAM Under the Hood: Simplified portfolio switches

As part of our continued effort to streamline our processes and save you precious time, we have created a one page portfolio switch form for...

Our very own James Penny made the cut for this year's Citywire Top 100!

TAM's CIO James Penny has made the cut at this year's Citywire Wealth Manager Top 100! Huge congratulations to James and his team - a...

Our very own Daniel Babington has been nominated for Rising Star!

TAM's senior analyst, Daniel Babington, has been nominated for Rising Star Individual (Wealth Manager) at the 2022 Portfolio Adviser Wealth Partnership Awards! #PAWPAS2022

We've been shortlisted for Best Sustainable Investment Wealth Manager / DFM!

We are delighted to have made the shortlist for Best Sustainable Investment Wealth Manager / DFM at the Investment Week Sustainable Investment Awards 2022! #SIA2022

The Client Carbon Footprint Commitment is Live!

As part of our wider TAM Group Sustainability Mission, we are delighted to announce the launch of our Client Carbon Footprint Commitment. What is it?...

We've been shortlisted for Best Ethical DFM!

We are delighted to have made the shortlist for Best Ethical Discretionary Fund Manager at the Moneyfacts Investment Life and Pensions Awards 2022! #ILPAwards2022

We made the cut!

We are absolutely delighted to be named as one of the 30 finalists that have made the cut for this year's PAM Awards! #PAMAwards2022

Just a few days to go until the FEIFA Annual Conference 2022!

Not long to go until the 12th annual FEIFA conference! We are extremely proud to be sponsoring this event, which will be held on Monday...

The FEIFA Annual Conference is back and it's coming to London!

We are extremely proud to be sponsoring the 12th annual FEIFA conference on Monday 25th April 2022 at the Hilton London Tower Bridge. It will...

Vote now and win a £150 Amazon voucher!

TAM Under the Hood: Our Defaqto Five Star Service

Vote now and win a wine and dine experience with a top chef!

TAM Talks: 2021 - Team Transitory vs Team Permanent

TAM Takes Home Rising Star Award

We are absolutely delighted to let you know that TAM have been named winners of the Rising Star Award in the Business - Wealth Management...

TAM Under the Hood: 8 year ESG track record

TAM Under the Hood: Alpha vs OCF

As a DFM, it is our core objective to outperform our benchmark with minimal risk. But if we are achieving returns superior to the market...

TAM Europe and Utmost: We are here for clients in France and Portugal

You may have seen recently that Utmost Wealth Solutions (Utmost) have launched an assurance vie product for expats in France. Apex (France) combines a life...

Introducing TAM Under the Hood!

TAM Under The Hood is our brand new miniseries of notes that will give you a little look at the nuts and bolts behind our...

Don't miss TAM at Good Money Week!

We are delighted to let you know that we have partnered with the UK Sustainable Investment and Finance Association (UKSIF) for their annual Good Money...

TAM Through the Lens is back!

After a year away from your screens, TAM Group CEO Lester Petch and UK CIO James Penny are finally back in the spotlight for the...

TAM Talks: Ask Us Anything

With a new school year and Q4 just around the corner, we are taking this opportunity to answer any and all questions you may have....

TAM shortlisted for Best Ethical DFM

TAM and Defaqto present: ESG - Greenwashing and Riskwashing

TAM Talks is back with a new instalment where we'll be joined by leading financial information provider, Defaqto. When is it? Tuesday 8th June 2021...

Your complete video guide to the basic principles of ESG investing

As you will be aware, recent regulatory changes now require advisers to ask ESG questions as part of their client fact-find, but it doesn't stop...

Calling all IFAs!

Citywire's annual Wealth Manager Regional Stars Awards are back with a new name and a new aim! This year's Adviser Choice Awards intend to recognise...

Vote now and win a case of champagne

We are delighted to let you know that for the third consecutive year, TAM has been nominated for Best in Discretionary Wealth Management at the...

TAM Talks: 2020 Hindsight and Tomorrow's Outlook

TAM Talks is back again with the first instalment of 2021. Join us on Tuesday 12th January at 10am GMT for the opportunity to hear...

TAM Highly Commended for Rising Star

ESG funds in TAM portfolios win big at Sustainable & ESG Investment Awards

The Investment Week Sustainable & ESG Investment Awards ceremony took to the virtual stage this year in honour of the fund providers, research and ratings...

ESG - The new normal in a post pandemic world?

Our UK Chief Investment Officer, James Penny, joins a panel of industry experts to discuss the position of environmental, social and governance (ESG) investing in...

More ways to access our model portfolios

The Defaqto Risk Ratings for our ESG and Premier model portfolios are live! TAM Portfolio Defaqto Risk Rating ESG Defensive 3 ESG Cautious 4 ESG...

TAM 10 - COVID 0!

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...

TAM nominated for Rising Star!

We've been nominated for an FT Adviser award!

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...

TAM Talks: What about Brexit?

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....

TAM nominated for Best Ethical DFM!

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...

Download a free copy of our brand new guide

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...

TAM Talks: Diversifying with Alternatives?

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...

A message from our CEO: Skating on thin ice

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...

TAM Talks: The end of ESG as we know it?

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...

TAM Talks is live: Join our first webinar!

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...

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

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...

Our balanced really does mean balanced

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...

A message from our CEO: Unusual times but it's business as usual

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...

A message from our CEO: Perspective in a crisis

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...

Socially responsible outshines traditional

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...

Over £110,000 donated to date!

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...

Maximum performance with minimum risk

2019 was a big year for TAM. From growing our Investment Management and Distribution teams, to launching a new European office – some may have...