Model Portfolios and Bespoke DFM Solutions for IFAs, Trustees & Family Offices

TAM Asset Management International is a leading discretionary fund manager specialising in model portfolios that remove the burden of research, reporting and rebalancing, while providing bespoke solutions tailored to your clients’ precise needs.

  • Ready-made, award-winning model portfolios covering mainstream, ESG and Sharia-compliant strategies
  • Full-service discretionary management – research, trading, compliance reporting and rebalancing, all handled by our team
  • Bespoke portfolio design for clients with special mandates or concentration limits
  • Secure 24/7 adviser portal – live valuations, consolidated reporting and automated client statements

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View an instant consolidation of all your investments, real-time portfolio valuations, detailed analysis of investments, performance measurement and detailed asset exposure.

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An Award-Winning Range of Mainstream and Thematic Managed Portfolios Offering Access to the Highest Quality Global Asset Managers

TAM Active Portfolios
TAM Active Portfolios
TAM Income Portfolios
TAM Income Portfolios
TAM Sustainable World Portfolios
TAM Sustainable World Portfolios
TAM Sharia Portfolios
TAM Sharia Portfolios

LATEST MARKET INSIGHTS

US Equities: Overvalued, Overloved, or Overlooked?
June 2025

US Equities: Overvalued, Overloved, or Overlooked?

US equities remain a source of debate, with high valuations and concentration risk raising concern.

Yet strong consumer spending, AI-driven innovation, and passive inflows continue to support the market. We explore the risks, the resilience, and where value may still lie.

Unpacking the New Playbook: Tariffs, Trade, and the Road Ahead
May 2025

Unpacking the New Playbook: Tariffs, Trade, and the Road Ahead

Whilst recent moves by the US administration have unsettled markets, a tentative de-escalation in US/China relations offers some relief.

In this note, our investment team explores what these developments mean for investors, how different regions are responding, and how we are positioning in light of both near-term risks and long-term opportunities.

Panic Is Not A Strategy
April 2025

Panic Is Not A Strategy

Markets have witnessed the highest volatility since covid and the financial crisis of 2008.

In this timely note we discuss having a, and importantly implementing, a long-term plan is vital for investment success and how making panicked decision should be avoided.

Liberation Day: A High-Stakes Bet on Growth
April 2025

Liberation Day: A High-Stakes Bet on Growth

Trump’s unexpected tariff announcement sent markets reeling and raised serious concerns about global growth.

Read TAM Europe’s latest insights on the implications and what it could mean for investors.

Tariffs, to escalate or de-escalate, that is the question
April 2025

Tariffs, to escalate or de-escalate, that is the question

Trump’s sweeping new tariffs have reignited global trade tensions.

Learn how TAM is positioning portfolios defensively while preparing to capture future opportunities.

Dark Clouds on the Horizon. Should I worry?
April 2025

Dark Clouds on the Horizon. Should I worry?

Following a volatile start to 2025, many investors are questioning what recent market movements mean for their portfolios. In this latest insight, Phil Hadley explores what’s driving the turbulence, why this is not a time to panic, and how TAM portfolios built around active management and true diversification are holding up well despite the noise.

NO PAIN, NO GAIN
March 2025

NO PAIN, NO GAIN

In his latest market insight, "No Pain, No Gain," James Penny, CIO of TAM Asset Management, explores the current market landscape, the impact of U.S. economic policy shifts, and the growing appeal of global diversification.

At TAM, we believe this volatility presents opportunities for investors willing to take a broader, more strategic approach

Taking the temperature of 2025
March 2025

Taking the temperature of 2025

Markets are shifting, and investors are adapting. With a broadening focus beyond US tech, Europe and value stocks are taking the lead.

TAM remains ahead of the curve, positioning portfolios to capture emerging opportunities while managing risk.

Stay informed with our latest insights.

In a partisan world, European peace unites us all
February 2025

In a partisan world, European peace unites us all

Europe’s market momentum is building, driven by hopes of a Ukraine ceasefire and renewed investor confidence. With a strong start to 2025, TAM is actively positioned to capture opportunities while maintaining a defensive edge.

Read our latest insights on what’s next for global markets.

2025 Portfolio Outlook: Balancing Growth and Resilience
December 2024

2025 Portfolio Outlook: Balancing Growth and Resilience

As 2025 approaches, the US market remains the focal point for investors. While optimism is high, potential risks call for careful positioning.

Discover how TAM is balancing opportunities with diversification to navigate the year ahead.

Sustainability in Focus: Navigating Key Trends and Opportunities for 2025
December 2024

Sustainability in Focus: Navigating Key Trends and Opportunities for 2025

TAM's ESG Analyst, Dan, explores the challenges and opportunities in sustainable investing as we head into 2025. From climate concerns to regulatory advancements, the note highlights how TAM’s Sustainable World portfolios are positioned to navigate this evolving landscape and deliver long-term value for clients.

Navigating the ‘Trump Trade’: Insights from TAM
December 2024

Navigating the ‘Trump Trade’: Insights from TAM

Donald Trump’s return as the 47th President of the United States has already begun to shake up the markets. In this note, James Penny reflects on TAM’s swift response to the election outcome, shares insights on key policy impacts on portfolios, and discusses what we might expect from Trump’s first 100 days and beyond.

The new gold rush
September 2024

The new gold rush

Gold has returned 22% in the last six months driving the metal to all-time highs in US dollars as well as multiple other currencies. The question investors must ask is whether this is a cyclical move, or has gold proved itself as a building block within portfolios?

How Magnificient is AI
September 2024

How Magnificient is AI

Twist and turns in the Magnificent 7 have propelled the S&P 500 beyond what many investors have expected. Optimism surrounding the utility of artificial intelligence (AI) to transform businesses have led a ‘gold rush’ to beneficiaries of the technology.

The Fed and Tokyo: Correction or Contagion?
September 2024

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 UK election: Will it or won’t it influence the market?
July 2024

The UK election: Will it or won’t it influence the market?

With the British Prime Minister, Rishi Sunak, recently announcing a snap general election taking place on the 4th of July, it is worth taking a look at how TAM think this is going to play out in the market.

THE SQUEEZE ON FEES
April 2024

THE SQUEEZE ON FEES

Are we now in a “race to the bottom” paradigm where DFMs are being pressured to slash fees to compete for assets whilst still offering value for clients? In this Market Insight we explain why we do not believe this is the case.

INFLATION: STAYING DOWN OR RISING BACK UP?
April 2024

INFLATION: STAYING DOWN OR RISING BACK UP?

Any movie watcher will know that well-trodden scene in which the hero puts the villain to the sword, turns around triumphantly only to see the same villain rising ominously behind them ready for action. In this Market Insight we discuss inflation and is it really under control?

'YOU HAVE TO KNOW THE PAST TO UNDERSTAND THE PRESENT'
April 2024

'YOU HAVE TO KNOW THE PAST TO UNDERSTAND THE PRESENT'

In the first three months alone, stock markets have already met or exceeded their targets for the entirety of 2024. Some will see this as a sell signal and others, a buy signal. Well, that’s what makes a market. In our Market Insight we take stock of an exciting start to the year.

TAM Sharia: Where we've been and where we're going
April 2024

TAM Sharia: Where we've been and where we're going

2023 has drawn to a close and investors are beginning to open the bonnet of their portfolios to check which areas need tweaking.

MARKET UPDATE VIDEOS

Q1 2025 Market Outlook: A Strong Finish, A Cautious Start

31st January 2025

Q1 2025 Market Outlook: A Strong Finish, A Cautious Start

Markets ended 2024 on a high, with U.S. equities and corporate bonds leading the charge. But what’s next? In this Q1 2025 update, we explore opportunities in undervalued UK and European markets, potential volatility ahead, and how TAM is positioning portfolios for the year.
Q4 Market Update and Outlook

5th October 2024

Q4 Market Update and Outlook

James reviews Q3 market performance, highlighting the tech sector slowdown and opportunities in UK, European, and emerging markets. He also discusses the positive performance of bonds and TAM’s focus on diversification and active management.
Q4 Sustainable Investment

5th October 2024

Q4 Sustainable Investment

Dan reviews TAM’s Sustainable Portfolios, covering the rotation into higher-quality stocks and the strong performance of ethically-sourced commodities and green infrastructure, showing how TAM is positioned for growth despite political and interest rate uncertainty.
Q4 Sharia Portfolios

5th October 2024

Q4 Sharia Portfolios

Francis shares an update on TAM’s Sharia portfolios, highlighting strong performance in US stocks, a shift to multi-asset investments, and the use of passive ETFs to reduce costs and improve diversification. He also discusses TAM’s work with other asset managers.
Q3 Market Update with James Penny

31st July 2024

Q3 Market Update with James Penny

James Penny, Chief Investment Officer of our investment manager, TAM Asset Management, provides us with an overview of the third quarter of 2024.
Q3 Sustainable Investing with Dan Babington

31st July 2024

Q3 Sustainable Investing with Dan Babington

Dan Babbington, Portfolio Manager at our investment manager TAM Asset Management, gives us his views on the Sustainable (ESG) investment landscape and the factors which affected our sustainable model portfolios in the third quarter of 2024.
Q3 Sharia Investing update with Francis Banzon

31st July 2024

Q3 Sharia Investing update with Francis Banzon

Francis Banzon, Portfolio Manager at our investment manager TAM Asset Management, reviews the investment landscape and how our Sharia-compliant portfolios are positioned for the third quarter of the year
TAM Sharia Portfolio Review for Q2 2024

25th April 2024

TAM Sharia Portfolio Review for Q2 2024

Francis Banzon, Portfolio Manager at our investment manager TAM Asset Management, reviews the investment landscape and how our Sharia-compliant portfolios are positioned for the second quarter of the year.
TAM Sustainable World Update Q2 2024

24th April 2024

TAM Sustainable World Update Q2 2024

Dan Babbington, Portfolio Manager at our investment manager TAM Asset Management, gives us his views on the Sustainable (ESG) investment landscape and the factors which affected our sustainable model portfolios in the first quarter of 2024.

NEWS

Six wealth managers’ investment loves and heartbreakers
14 February 2025 | CityWire Wealth Manager

Six wealth managers’ investment loves and heartbreakers

One thing that has ‘stolen my heart’ within the investment world is the continued commitment we are seeing in improving business standards.
Professional Adviser Awards 2025
27 November 2024 | Professional Adviser

Professional Adviser Awards 2025

Exciting news! TAM UK has been shortlisted for two awards at the Professional Adviser Awards 2025: Best Discretionary Fund Manager & Best ESG Solution for Advisers. This recognition highlights our dedication to delivering exceptional investment solutions
CCLA: Tech giants are overlooking employees' mental health needs
10 October 2024 | Investment Week

CCLA: Tech giants are overlooking employees' mental health needs

Dan Babington, portfolio manager at TAM Asset Management, speaks to Investment week about metal Health in the corporate world.
£1.6trn investor group write to UK’s largest companies calling for urgent response on climate transition plans
12 September 2024 | PA Future

£1.6trn investor group write to UK’s largest companies calling for urgent response on climate transition plans

Dan Babington, portfolio manager at TAM Asset Management believes shareholders need additional information to make informed stewardship decisions and offer clients the best possible sustainable portfolio solutions.
The Collapse of the Dollar Empire?
07 August 2024 | Financial Fables

The Collapse of the Dollar Empire?

Is the dollar's status as the world's reserve currency coming to an end? Daniel Babbington, a portfolio manager at TAM Asset Management discusses this and more with Alex Dryden at Financial Fables.
The alternative investment strategies to protect portfolios in an uncertain world
03 July 2024 | Trustnet

The alternative investment strategies to protect portfolios in an uncertain world

AdviserAction was launched in November last year to enable the advice industry to engage with listed companies on sustainability issues. TAM are proud to be one within a select group of companies to join the initiative.
Long read: How are wealth managers using AI?
05 June 2024 | FT Adviser

Long read: How are wealth managers using AI?

Daniel Babington, portfolio manager at Tam, speaks to FT Adviser about how TAM have partnered with Clarity AI to assess funds’ true sustainability.
How Tam Asset Management runs Sharia portfolios
28 May 2024 | FT Adviser

How Tam Asset Management runs Sharia portfolios

Tam Asset Management offer one of the more uncommon propositions in the market: a Sharia-compliant MPS.
Eight more advice firms join CCLA's sustainability group
1 May 2024 | Professional Adviser

Eight more advice firms join CCLA's sustainability group

Allowing advisers to engage with listed firms on sustainability issues

TAM TALKS – WEEKLY MARKET UPDATES

Cooling Prices, Hot Politics
June 2025

Cooling Prices, Hot Politics

Markets entered the week hoping for calm and got just enough of it—until oil surged late Friday on renewed Middle East tensions.

Markets Climb as Musk and Trump Go Full Springer
June 2025

Markets Climb as Musk and Trump Go Full Springer

The largest tax cut in American history—delivered a major plot twist, reigniting concerns over deficits and a ballooning national debt. It also triggered a public fallout between Trump and Elon Musk, playing out in true Jerry Spring...

Risk-On—But Keep the Umbrella Handy
June 2025

Risk-On—But Keep the Umbrella Handy

There’s no shortage of potential problems—but none have fully materialised.

It’s a timely reminder that, amid all the angst, the biggest risk for investors is often being out of the market.
 

Trump Bluffs—Markets Bite
May 2025

Trump Bluffs—Markets Bite

Despite the mantra “never trade on politics”, markets continue to act in haste.

Our focus on mitigating volatility remains valid—but just as important is staying alert to behavioural traps. In times like this, clear communication with...

Relief rally or false comfort?
May 2025

Relief rally or false comfort?

The latest market rally can only be described as relief exuberance.

The word on the street is still “Trump crashed the markets”—but has he? Global equities have quietly risen in 17 of the last 19 sessions

TAM Talks - Weekly Update - 12th May 2025
May 2025

TAM Talks - Weekly Update - 12th May 2025

Markets have been behaving like a swan in recent weeks—calm on the surface, but paddling furiously underneath.

Reports that US and Chinese officials were meeting in Switzerland for trade discussions helped lift market sentiment, as investors hope...

TAM Talks – Weekly Update – 6th May 2025
May 2025

TAM Talks – Weekly Update – 6th May 2025

Encouraging news on trade—including a softening in auto tariffs and China waiving its 125% tariffs on some US products—markets were buoyed by strong earnings from Microsoft and Meta.

TAM Talks – Weekly Update – 29th April 2025
April 2025

TAM Talks – Weekly Update – 29th April 2025

Yesterday, Spain experienced the worst power blackout in its recent history.

we want to reassure our clients that investments remain unaffected and operations at TAM continued as normal.

TAM Talks – Weekly Update – 23rd April 2025
April 2025

TAM Talks – Weekly Update – 23rd April 2025

Trump wants lower rates and continues to put pressure on Fed Chair Jerome Powell—calling him “Mr. Too Late”

TAM Talks – Weekly Update – 16th April 2025
April 2025

TAM Talks – Weekly Update – 16th April 2025

The Trump roller coaster that began on ‘Liberation Day’ saw the S&P 500 rally 5.7% last week—including a nearly 10% surge on Wednesday—after Trump announced a 90-day pause on tariffs and reduced levies for many countries.