At TAM, we support financial advisers, trustees and fiduciaries by delivering professional portfolio management designed to enhance your client relationships not replace them.
Our solutions are flexible, compliant, and easy to implement, so you can focus on giving advice while we manage the day-to-day investing.
What Makes TAM Different
Global Access with Local Expertise: We offer multi-currency portfolios (GBP, USD, EUR) with seamless execution for internationally mobile clients. Our team blends global asset management insight with hands-on client service from our bases in Mauritius and Europe.
Adviser-Led, Fully Delegated: You define the client strategy; we manage the portfolio. TAM provides active management, trading, rebalancing and compliance oversight, so you can spend more time with clients.
Available through Leading Platforms: We have Terms of Business with a wide range of Life Companies, Pension Providers, and Trust Managers. That means your clients can invest with TAM directly through their existing structures.
Branded & Partner-Friendly: Our platform and reporting can be fully whitelabelled with your brand ensuring you stay front and centre in your clients’ eyes.
Portfolio Flexibility: Choose from our Model Portfolio Service, tailored Discretionary mandates, or fully bespoke portfolios.
Transparency & 24/7 Access: Clients and advisers get real-time access to portfolios, valuations, breakdowns and reports via a secure online portal. All backed by scheduled PDF reports and full compliance documentation.
Trusted by Professionals
We work with advisers and trustees across more than 40 jurisdictions. Whether you manage a trust, a pension plan, or a book of high-net-worth clients, TAM provides professional, flexible, and compliant investment management tailored to your needs.
Want to see how we can support you and your clients?
How we work with Independent Financial Advisers Services for Trustees Working with Family offices.