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Overview

Our innovative online platform offers 24 hours access to clients and advisers alike. It allows instant consolidation of all your investments, real-time portfolio valuations, detailed analysis of investments, performance measurement and details of asset exposure.

Clients also enjoy peace of mind that their assets are securely held with one of the world’s largest custodians, Pershing, BNY Mellon.

 

Complete reporting transparency

Complete reporting transparency

You can obtain instant exposure analysis and asset allocation modelling information for every portfolio. Once logged into our secure website, you can access the exceptionally fast and efficient management reporting tools available. Our investment platform allows for immediate and comprehensive internet based valuations, the “reasons why” each investment decision was made and urgent commentary – all in a comprehensive and understandable format.
With a few clicks it is possible to draw a full management report and have it delivered as a pdf file instantly. This reporting package allows for you to choose the dates and style of your report and it is all available at the touch of a button.

Complete reporting transparency


Market insight and commentary

TAM does not believe in bombarding our clients and professional advisers with repetitive reports and commentary which are generally information they can gain from a newspaper. Rather, we believe in sending insightful and timely commentary on the overriding themes prevailing in the marketplace and explaining how these may affect portfolio performance and construction. Our annual ‘Outlook’ documents, for example, are forward looking and describe our asset allocation modelling, as we anticipate it, for the forthcoming year. Our team of research analysts cover a range of disciplines and regularly prepare reports on issues relevant to the investments of our clients. These reports range from general macro economic trends to more detailed investment specific analysis.



Security of assets

Security of assets

This is a key focus for most investors and their professional advisers. TAM does not seek to hold client assets directly and works with some of the strongest counterparties in the industry. Investments are normally held on the client’s behalf with the independent custody agent, Pershing Securities Limited. As part of The Bank of New York Mellon Group, one of the world’s largest and strongest financial institutions, they offer some of the highest levels of protection available in the industry. Efficient account opening We have made our account opening process as simple and efficient as possible using clear and understandable documentation. Once an account has been opened we offer a range of funding options including in-specie transfers of existing portfolios (including SIPPS and ISAs where possible). Under normal circumstances, neither TAM nor it’s agents will charge for any incoming in-specie transfer.