Awards and Testimonials

Whilst we never seek industry recognition we are very appreciative of it when received believing it is due to the excellence of our employees and services and the strong bonds built between our investment partners, our counterparts and importantly our Clients.

 

Our Investment Manager’s Awards

Wealth Manager Top 100 2023
Finalist - Winner - James Penny

Moneyfacts Awards 2023
Commended - Best Ethical DFM | Finalist - Innovation Award
Investment Week Sustainable Investment Awards 2023
Finalist - Best Sustainable Fund Selector (Daniel Babington)

PAM Awards 2023
Finalist - Innovation & Performance
Defaqto 2023
Finalist - Gold Service - DFM

Defaqto 2023
Five Star Proposition - DFM MPS on Platform
City of London Wealth Management Awards 2023
Finalist - Best Discretionary Wealth Manager and Best Charity Investment Service

Professional Adviser Awards 2023
Finalist - Best Discretionary Fund Manager
Portfolio Adviser Wealth Partnership Awards 2022
Highly Commended - Rising Star Individual (Daniel Babington)

Citywire Top 100 2022
Winner - James Penny
PAM Awards 2022
Finalist - Performance

Investment Week Sustainable Investment Awards 2022
Finalist - Best Sustainable Investment Wealth Manager/ DFM Group
Defaqto 2022
Five Star Service - DFM MPS on Platform
Moneyfacts Awards 2022
Finalist - Best Ethical DFM
City of London Wealth Management Awards 2022
Finalist - Best Discretionary Wealth Manager
Portfolio Adviser Wealth Partnership Awards 2021
Winner - Rising Star
Moneyfacts Awards 2021
Finalist - Best Ethical DFM
Defaqto 2021
Five Star Service - DFM MPS on Platform
City of London Wealth Management Awards 2021
Finalist - Best Discretionary Wealth Manager
Portfolio Adviser Wealth Partnership Awards 2020
Highly Commended - Rising Star
Moneyfacts Awards 2020
Finalist - Best Ethical DFM
FT Financial Adviser Service Awards 2020
Finalist - Discretionary Investment Manager
Defaqto 2020
Five Star Service - DFM MPS on Platform
 City of London Wealth Management Awards 2020
Finalist - Best Discretionary Wealth Manager
Professional Adviser Awards 2019
Highly Commended - Best DFM & Best MPS		 Moneyfacts Awards 2019
Commended - Best Ethical DFM
City of London  Wealth Management Awards 2019
Winner - Best Discretionary Wealth Manager		 Moneyfacts Awards 2018
Finalist - Best Ethical DFM
Investment Week Sustainable Investment Awards 2017
Winner - Best New Entrant
Wealth & Finance International 2016
Winner - Best Investment Management Services
Investment Week Sustainable Investment Awards 2015
Finalist - Best in Innovation		 Investment Week Sustainable Investment Awards 2014
Finalist - Best in Innovation
 

International Recognition

Fintech Award 2023
Most innovative wealth
Management Firm - Africa

Worldwide Finance Awards
Winner 2022

African Business Excellence Awards 2019

Most outstanding Investment Management Company-Eastern Africa
 
Fintech Award 2017
 
Fintech Award 2017
Most innovative wealth
Management Firm - Africa
Fundmanager Elite 2016
Best Investment Management Services

Client Testimonials

A.M. Director, Pan-African IFA Group
We outsourced our investment management to TAM two years ago and have not looked back. Client engagement has improved, our administration is easier and most importantly, we don’t have to watch the markets everyday and worry if our clients are correctly invested.
D.B. Southeast Asia Financial Adviser
When we started proposing a DFM solution to our clients they were initially concerned about the additional costs. However, when we showed them the benefits TAM would bring, and the underlying costs savings compared to their existing selection of investments they were 100% satisfied.